CSAT and NPS Surveys That Work With Autotask PSA
Live in minutes
70+ Integrations
No extra tools for most setups
Up and running in under 10 minutes
Connect
Authenticate Autotask in Simplesat. Contacts sync on activation and update daily, no CSV exports.
Configure
Embed surveys in closure emails or auto-send on resolve, attributed to agent and ticket.
See results
Ratings post back to the ticket as notes and custom fields; low scores open follow-up tickets.
Why Autotask teams pick Simplesat
Autotask has built-in surveys. MSPs move to Simplesat for response rates and reporting.
Higher response rates, better-looking surveys
One-click branded CSAT, NPS, and 5-star surveys in the inbox.
Feedback posted directly to the ticket
Ratings write back as internal notes and sync to custom fields for agents.
Leaderboards leadership will read
Agent and team dashboards, trend charts, and testimonial publishing on real data.
Simplesat vs. Autotask surveys
Autotask has built-in surveys. MSPs switch to Simplesat for higher response rates and agent-level reporting.
Everything the integration does
Automatic sends, branded one-click surveys, feedback written back into tickets, and dashboards that prove team performance — the full loop.
Embed a one-click CSAT, CES, NPS, or 5-star survey, or a survey link, in the notification emails your platform already sends when a ticket, case, or request closes.
Contacts sync from your platform to Simplesat automatically. Lists, segments, and reporting stay accurate with zero CSV wrangling.
Close a ticket, send a survey. Your helpdesk triggers it—either with a Simplesat survey embed in the closure email, or via an event-based email when the ticket is marked closed—so feedback collection runs itself: no agent effort, no manual exports, no missed customers.
Every survey response arrives enriched with ticket, conversation, or case context like ID, subject, priority, assignee, requester, and custom fields. Analyze satisfaction data using the attributes already tracked in your support platform, without manual tagging.
Customer feedback posts back as an internal note to the original ticket or conversation. Agents see their feedback immediately without leaving their queue, and managers get context during reviews and reports.
Feedback can be actioned immediately by creating a ticket in your helpdesk. Close the loop with unhappy customers before they churn, and make sure the positively engaged customers hear back too!
Each contact's record carries their latest CSAT, NPS, and sentiment, visible to anyone who opens it and usable in any segment, view, or automation you build on top.
All related feedback information syncs to custom fields in your helpdesk, accessible directly where the data can be made useful.
What you need
Autotask
plan:
All Autotask PSA plans
Simplesat plan:
Standard or higher
Permissions:
Autotask admin for templates and API access
Setup time:
Under 10 minutes
Autotask PSA, owned by Kaseya, is a professional services automation platform for MSPs and IT service companies, centralizing ticketing, projects, time tracking, billing, contracts, and CRM in one system.
The Simplesat integration syncs contacts daily, auto-sends surveys on ticket close, posts ratings back as internal notes and custom fields, updates contacts, and opens follow-up tickets from negative feedback.
Works with your whole stack
Frequently asked questions
How does the Autotask integration actually work?
Connect Autotask and surveys send when tickets close, either as one-click embeds in your closure notification emails or sent by Simplesat automatically. Contacts sync daily for NPS campaigns, scores write back to ticket custom fields and contact records, and negative feedback can open follow-up tickets.
Do my agents need a Simplesat login?
No. Customer ratings land right on the ticket in your helpdesk, so agents see their feedback without logging into Simplesat at all. Only the people who build surveys, dashboards, and reports - your admins and managers - need a seat.
Can negative feedback automatically create a follow-up ticket and alert the right people?
Yes. When negative feedback arrives, Simplesat can create a follow-up ticket in your helpdesk, alert the right manager and agent instantly, and tag the original ticket, so service recovery starts in minutes.
Can customers answer with one click in the email?
Yes. The first click in the email records the rating instantly, even if the customer never opens the follow-up page. Anything they add after that, comments or extra answers, enriches the same response.
How is Simplesat different from my helpdesk's built-in CSAT?
Built-in CSAT gives you a score. Simplesat gives you the full picture: follow-up questions with conditional logic, segmentation by team and brand, trend reporting, AI topic detection, and automated routing when scores drop. The result is higher-quality, more actionable feedback.
Can customers leave reviews on Google or Trustpilot?
Yes. Thank-you pages can invite customers to share their experience on Google, Trustpilot, or another review site you choose. You control which surveys include the invitation and how it's presented.
How does feedback data sync with my helpdesk?
Automatically. Ratings and comments post back to the ticket, as comments, tags, or custom fields, depending on your helpdesk. That means agents see feedback right where they work, and your existing reporting stays intact.That means agents see feedback right where they work, your existing reporting stays intact. Every response links back to its original ticket.
Can I send survey data to tools outside my helpdesk?
Yes. Simplesat pushes feedback to 100+ tools automatically: CRMs like Salesforce and HubSpot, BI platforms like Power BI, spreadsheets like Google Sheets, and communication tools like Slack. No exports, no manual work.
