S
Simplesat - Create PDF, Word, Excel Documents
Simplesat can be connected with Documentero to turn customer feedback into ready-to-use documents. Each time a new survey answer is collected in Simplesat, Documentero can generate a formatted PDF, Word, or Excel report. This makes it easy to share results with your team, review trends, or send professional reports to clients. The integration works through API, Make, or Zapier, giving you flexible options to set up automated document creation.
Simplesat
Documentero
Triggers
Watch Answers — Triggers when an answer is created and updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Simplesat using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Simplesat using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Simplesat survey answers
Create Word documents with customer satisfaction feedback for clients
Export Simplesat data into Excel for performance analysis
Produce branded feedback summaries from survey responses
Send formatted customer satisfaction reports to team members
Generate client-ready documents with survey results after a project
Build Excel sheets of survey trends for management reviews
Create professional handouts of customer feedback for staff meetings
Export survey answers into PDF for record keeping
Generate Word reports for quarterly customer satisfaction reviews
How you can use Simplesat + Documentero
Team Feedback Reports
Automatically create weekly PDF reports of customer satisfaction scores from Simplesat responses using Documentero.
Client Updates
Generate branded Word documents with survey results to share with clients after a project is completed.
Performance Tracking
Export Simplesat answers into Excel files through Documentero for managers to track team performance over time.
Meeting Handouts
Prepare professional documents summarizing recent customer feedback to distribute during team meetings.
Quarterly Reviews
Turn survey data into polished reports for quarterly business reviews with stakeholders.
Setup Guides
Zapier Tutorial: Integrate Simplesat with Documentero
- Create a new Zap in Zapier.
- Add Simplesat to the zap and choose one of the triggers (Watch Answers). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Simplesat trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Simplesat with Documentero
- Create a new scenario in Make.
- Add Simplesat to the scenario and choose one of the triggers (Watch Answers). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Simplesat trigger.
- Run or schedule your scenario and verify the output.
