How to connect AccessAlly to Surveys API

Surveys API x AccessAlly: Seamless, no-code automation

How to connect Surveys API with AccessAlly

This guide shows how to securely link Surveys API with AccessAlly so you can trigger actions, sync data, and automate workflows from within Rankr without writing code.

Authorize the GHL Surveys API connection

Obtain an API key or OAuth token from the Surveys API dashboard and configure it in Rankr to sign requests securely.

Authorize AccessAlly integration

Generate an API key or OAuth credential in AccessAlly and grant the required scopes for data flow from Surveys API.

Core endpoints used in this integration

Endpoint1: POST /social-media-posting/:locationId/posts; Endpoint2: PUT /social-media-posting/:locationId/posts/:id; Endpoint3: DELETE /social-media-posting/:locationId/posts/:id; Endpoint4: PATCH /social-media-posting/:locationId/posts/:id; Endpoint5: API Endpoint5; Endpoint6: API Endpoint6; Endpoint7: API Endpoint7; Endpoint8: API Endpoint8; Endpoint9: API Endpoint9; Endpoint10: API Endpoint10; Endpoint11: API Endpoint11; Endpoint12: API Endpoint12; Endpoint13: API Endpoint13; Endpoint14: API Endpoint14; Endpoint15: API Endpoint15; Endpoint16: API Endpoint16; Endpoint17: API Endpoint17

Top 3 connections between Surveys API and AccessAlly

1) Real time survey triggers to update AccessAlly records

Trigger: a new survey response is submitted in Surveys API, then create or update a contact in AccessAlly.

Actions: create or update contact fields, tag the contact, and move them to the correct lifecycle stage in AccessAlly.

Method path: POST /surveys/responses

Key fields: email, survey_id, response_id

Top 3 connections between Surveys API and AccessAlly

2) Schedule based automation between surveys and AccessAlly

Trigger: survey completion triggers a sequence in AccessAlly

Actions: enroll in email sequences, assign segments, update scoring

Method path: POST /surveys/completions

Key fields: email, course_id, completion_status

Top 3 connections between Surveys API and AccessAlly

3) Data enrichment and synchronization

Trigger: enhanced survey data updates AccessAlly contact records

Actions: update custom fields, sync tags, and log activity history

Method path: PATCH /surveys/responses/{id}

Key fields: email, respondent_id

No code benefits for Surveys API and AccessAlly integration

No code required: build automations with triggers and actions in a few clicks

Bi directional data sync: keep survey data and contacts in sync

Reusable templates for multiple surveys and campaigns

Glossary of key terms

Key elements and processes to map data fields and automate actions between Surveys API and AccessAlly

API endpoint

A URL path and HTTP method used to perform an operation in an API

Webhook

A callback mechanism where one service notifies another about events

OAuth token

A credential used to authorize API requests on behalf of a user

Field mapping

The process of aligning fields between systems so data flows correctly

People also Search for:

Creative ideas for Surveys API x AccessAlly

Idea 1: Survey-triggered onboarding sequence

Automatically enroll new respondents into an onboarding sequence in AccessAlly when a survey is submitted

Idea 2: Lead scoring from survey responses

Score contacts based on survey answers and route them to targeted campaigns in AccessAlly

Idea 3: Automated renewal reminders

Trigger renewal reminders in AccessAlly based on survey feedback and lifecycle stage

Three steps to connect Surveys API with AccessAlly

Step 1: Configure credentials

Create API credentials in Surveys API and add them to Rankr

Step 2: Set up endpoints and mappings

Define which fields to push or pull and map them to AccessAlly fields

Step 3: Test end to end

Run a test submission and verify data flows correctly

Frequently asked questions

Do I need code to connect Surveys API with AccessAlly?

No coding is required. Use prebuilt triggers and actions to automate workflows between Surveys API and AccessAlly. The setup guides walk you through necessary configurations and field mappings, with API docs for advanced setups if needed.

We support API key based and OAuth based authentication. Choose the method your organization uses and store credentials securely in Rankr. Rotate keys regularly for best security.

Yes. Map fields such as email, firstName, lastName, survey_id, and custom fields. Validate mappings during setup to ensure accurate data flow.

For basic sync you typically need endpoints for creating or updating contacts and pushing survey responses. Start with POST /surveys/responses and a contact upsert endpoint, then expand as needed.

All data is encrypted in transit with TLS. Credentials are stored securely with access controls and audit logs in Rankr.

Yes. Use sandbox or test mode to validate the integration before moving to production.

API limits depend on plan. Check the Surveys API and AccessAlly docs for rate limits and consider batching requests.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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