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This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…).. |
With the Simplesat modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. you can:
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create or update a customer
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watch and list answers
To get started with Simplesat, create an account at Simplesat.
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The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory! |
To connect your Simplesat account to Boost.space Integrator you need to obtain the API Key from your Simplesat account and insert it in the Create a connection dialog in the Boost.space Integrator module.
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Log in to your Simplesat account.
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Click AdminA user role in Boost.space with comprehensive system access, including the ability to add, remove, and manage all system levels. Admins can oversee all users, configure system settings, create custom fields, and manage modules and addons. Admin can also access Integrator and manage automations. > Account Settings.
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Copy the Account Key to the clipboard.
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Log in to your Boost.space Integrator account, add a module from the Simplesat app into an Boost.space Integrator scenario.
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Click Add next to the Connection field.
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In the Connection name field, enter a name for the connection.
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In the API Key field, enter the details copied in step 3 and click Continue.
You have successfully connected Simplesat app with Boost.space Integrator and can now create scenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..
You can create or update the customers.
Creates a new or updates an existing customer.
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Enter (map) the customer’s email address. |
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Name |
Enter (map) the customer’s name. |
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Company Name |
Enter (map) the customer’s company name. |
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Custom Attributes |
You can include multiple custom attributes with each customer recordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. to use as rules for your audience. For example, person type, company statusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently., and userCan use the system on a limited basis based on the rights assigned by the admin. role. Simplesat checks whether the custom attribute exists:
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You can create and run the following answer modules.
TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when an answer is created and updated.
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Limit |
Set the maximum number of answers Boost.space Integrator will return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default).. The default value is 2. |
You can call APIs using the Make an API Call module.
Performs an arbitrary authorized API call.
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URL |
Enter a path relative to https://api.simplesat.io/api. For example: /answers.
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Method |
Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
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Headers |
Enter the desired request headers. You don’t need to add authorization headers; we’ve already added those for you. |
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Query String |
Enter the request query string. |
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Body |
Enter the body content for your API call. |
The following API call creates or updates the customer in your Simplesat account:
URL:
/customers/create-or-update/
Method:
POST
Headers:
Key: X-Simplesat-Token
Value: {{your access token}}
The result can be found in the module’s Output under Bundle > Body.
In our example, a new customer is created with the specified details: