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How to connect Instantly and Simplesat
Create a New Scenario to Connect Instantly and Simplesat
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Simplesat will be your first step. To do this, click "Choose an app," find Instantly or Simplesat, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Simplesat Node
Next, click the plus (+) icon on the Instantly node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
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Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the Instantly and Simplesat Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Instantly and Simplesat Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, Simplesat, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Instantly and Simplesat integration works as expected. Depending on your setup, data should flow between Instantly and Simplesat (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Simplesat
Instantly + Simplesat + Slack: When a new answer is received in Simplesat indicating negative feedback (e.g., a low score), this triggers a notification in Slack to alert the team about potential customer dissatisfaction following an Instantly email campaign. The Instantly lead information can be fetched to provide context.
Simplesat + Instantly + Google Sheets: Each new answer in Simplesat triggers a search for corresponding lead data in Instantly. The feedback and lead details are then added as a new row in Google Sheets for performance tracking.
Instantly and Simplesat integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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About Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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FAQ Instantly and Simplesat
How can I connect my Instantly account to Simplesat using Latenode?
To connect your Instantly account to Simplesat on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Simplesat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger surveys after Instantly lead status changes?
Yes, you can! Latenode lets you trigger Simplesat surveys based on Instantly lead status updates, automating feedback collection. Gain insights faster and improve lead engagement with zero coding required.
What types of tasks can I perform by integrating Instantly with Simplesat?
Integrating Instantly with Simplesat allows you to perform various tasks, including:
- Automatically sending customer satisfaction surveys after email campaign completion.
- Creating new Simplesat survey responses when Instantly leads reach a specific stage.
- Updating lead scores in Instantly based on Simplesat survey feedback received.
- Adding new leads to Instantly when positive Simplesat survey responses are submitted.
- Analyzing survey data alongside lead data using Latenode's data transformation tools.
How do I handle Instantly bounce notifications in Latenode?
Use Latenode's built-in error handling to automatically log, retry, or notify your team when Instantly email bounces occur, preventing data loss.
Are there any limitations to the Instantly and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API rate limits of both Instantly and Simplesat.
- Complex data transformations might require JavaScript knowledge within Latenode.
- Integration is limited to the features exposed by the Instantly and Simplesat APIs.
