SmileBack (Preview)
SmileBack is the leading customer feedback system for MSP. Integrate your CSAT, NPS and Project Surveys data, so you can save time, optimize your service and improve your client experience.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Copilot Studio | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | ConnectWise Partner Support |
| URL | https://www.connectwise.com/company/partner-services/support |
| help@connectwise.com |
| Connector Metadata | |
|---|---|
| Publisher | ConnectWise SmileBack |
| Website | https://smileback.com/ |
| Privacy policy | https://www.connectwise.com/company/privacy-policy |
| Categories | Communication;Sales and CRM |
SmileBack
SmileBack is the only customer feedback system designed specifically for MSPs, and focused exclusively on customer satisfaction. Receive instant feedback so you can save time, optimize your service and improve your client experience.
Prerequisites
To use this integration, you will need a SmileBack account.
Publisher: SmileBack, ConnectWise
Obtaining Credentials
A SmileBack account (trial or paid) is needed to authorize an application and use SmileBack triggers within your Power Automate flow. You can book a demo and start a trial here.
Supported Operations
CSAT Review received
Triggers when CSAT Review that matches filters has been received.
NPS Response received
Triggers when NPS response that matches filters has been received.
Projects Survey result received
Triggers when Projects Survey results that match filters have been received.
Known issues and limitations
The connector is integrated with North America SmileBack app instatnce app.smileback.io. Other region-specific instances are not supported yet.
Configuration instructions
Please use these instructions as a guide on how to configure this connector in your Microsoft Power Automate workflows.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| CSAT_companies |
CSAT Companies list |
| CSAT_contacts |
CSAT Contacts list |
| Delete power trigger |
Delete power channel configuration |
| NPS campaigns |
NPS campaigns list |
| Project surveys |
Projects survey list |
CSAT_companies
CSAT Companies list
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
|
array of object | ||
|
id
|
id | integer |
id |
|
name
|
name | string |
name |
CSAT_contacts
CSAT Contacts list
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
|
array of object | ||
|
id
|
id | integer |
id |
|
name
|
name | string |
name |
Delete power trigger
Delete power channel configuration
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Configuration Id
|
id | True | string |
The Id of channel configuration |
NPS campaigns
NPS campaigns list
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
|
array of object | ||
|
id
|
id | integer |
id |
|
name
|
name | string |
name |
Project surveys
Projects survey list
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
|
array of object | ||
|
id
|
id | integer |
id |
|
name
|
name | string |
name |
Triggers
| CSAT Review received |
Triggers when CSAT Review that matches filters has been received |
| NPS Response received |
Triggers when NPS response that matches filters has been received |
| Projects Survey result received |
Triggers when Projects Survey results that matches filters has been received |
CSAT Review received
Triggers when CSAT Review that matches filters has been received
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Rating
|
csat_filter_raiting | array of string |
All |
|
|
Agents
|
csat_filter_agents | array of string |
All |
|
|
Boards
|
csat_filter_segments | array of string |
All |
|
|
Companies
|
csat_filter_companies | array of string |
All |
|
|
Contacts
|
csat_filter_contacts | array of string |
All |
|
|
With a comment only
|
csat_filter_comments | string | ||
|
With marketing permissions only
|
csat_filter_mp | string |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Comment
|
Comment | string |
Optional comment in review |
|
Company
|
Company | string |
Company name of ticket contact |
|
Contact Email
|
Contact Email | string |
Email address of ticket contact |
|
Contact Name
|
Contact | string |
Full name of ticket contact |
|
Has Marketing Permission
|
Has Marketing Permission | string |
Has marketing permission, yes/no |
|
Permalink
|
Permalink | string |
Link to review |
|
Rating
|
Rating | string |
Positive/Neutral/Negative |
|
Ticket Agents
|
Ticket Agents | string |
Comma separated list of ticket technicians |
|
Ticket id
|
Ticket id | string |
ID of the reviewed ticket |
|
Ticket Segment
|
Ticket Segment | string |
Board of the ticket |
|
Ticket Title
|
Ticket Title | string |
Title of the reviewed ticket |
NPS Response received
Triggers when NPS response that matches filters has been received
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Score
|
nps_filter_score | array of string |
All |
|
|
Campaigns
|
nps_filter_campaigns | array of string |
All |
|
|
With a comment only
|
nps_filter_comments | string | ||
|
With marketing permissions only
|
nps_filter_mp | string |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Campaign
|
campaign | string |
Campaign the survey belongs to |
|
Comment
|
comment | string |
Optional comment in response |
|
Company
|
company | string |
Company name of contact |
|
Contact
|
contact | string |
Full name of contact |
|
Contact Email
|
string |
Email address of contact |
|
|
Has Marketing Permission
|
mperm | string |
Has marketing permission, yes/no |
|
Score
|
score | integer |
NPS Score 0-10 |
Projects Survey result received
Triggers when Projects Survey results that matches filters has been received
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Score
|
projects_filter_score | array of string |
All |
|
|
Surveys
|
projects_filter_surveys | array of string |
All |
|
|
With a comment only
|
projects_filter_comments | string | ||
|
With marketing permissions only
|
projects_filter_mp | string |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Comment
|
comment | string |
Optional comment from result |
|
Company name
|
company_name | string |
Company name of the contact |
|
Contact email
|
contact_email | string |
Email address of contact |
|
Contact first name
|
contact_first_name | string |
First name of the contact |
|
Contact last name
|
contact_last_name | string |
Last name of the contact |
|
Has Marketing Permission
|
mperm | string |
Has marketing permission, yes/no |
|
Project name
|
project_name | string |
Name of Project in PSA |
|
Project Phase: Status
|
project_phase_status | string |
Project Phase Status that triggered survey |
|
Project: Status
|
project_status | string |
Project Status that triggered survey |
|
Scores
|
scores_html | html |
Each score submitted by contact |
|
Survey name
|
survey_name | string |
Survey name in SmileBack |