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Automatically trigger Simplesat surveys after project completion in Scoro, capturing client feedback effortlessly. Latenode’s visual editor simplifies complex logic, while affordable execution-based pricing helps you scale feedback collection without breaking the bank.
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Create a New Scenario to Connect Scoro 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 Scoro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Scoro or Simplesat will be your first step. To do this, click "Choose an app," find Scoro or Simplesat, and select the appropriate trigger to start the scenario.
Add the Scoro Node
Select the Scoro node from the app selection panel on the right.
Scoro
Add the Simplesat Node
Next, click the plus (+) icon on the Scoro 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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Simplesat
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 Scoro 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 Scoro and Simplesat Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Simplesat
Trigger on Webhook
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Scoro
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Scoro, 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 Scoro and Simplesat integration works as expected. Depending on your setup, data should flow between Scoro and Simplesat (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Simplesat + Scoro + Slack: When a new answer is received in Simplesat, the automation finds related project details in Scoro. Then it posts a summary of the feedback and project context to a dedicated Scoro project channel in Slack.
Simplesat + Scoro + Google Sheets: When a new answer is received in Simplesat, the automation retrieves project details from Scoro using the customer information. It then logs the Simplesat feedback scores alongside the relevant project details into a Google Sheet for reporting purposes.
About Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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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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How can I connect my Scoro account to Simplesat using Latenode?
To connect your Scoro account to Simplesat on Latenode, follow these steps:
Can I trigger surveys after project completion in Scoro?
Yes, you can! Latenode lets you automate survey triggers in Simplesat based on project status changes in Scoro, ensuring timely feedback collection and improved project management.
What types of tasks can I perform by integrating Scoro with Simplesat?
Integrating Scoro with Simplesat allows you to perform various tasks, including:
What Scoro data is accessible within Latenode workflows?
Latenode allows access to a wide range of Scoro data, including projects, tasks, contacts, invoices, and time entries, enabling robust automation scenarios.
Are there any limitations to the Scoro and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: