Use OAuth 2.0 or API tokens to securely authorize the Surveys API within GHL and ensure requests are signed and scoped to your account.
Configure OAuth credentials or API keys for the Zapier App Connector to enable smooth, secure handshakes with GHL.
API 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. Endpoints 1–4 are demonstrated here; additional endpoints may be used for advanced workflows as needed.
Trigger a social post when a new survey result is submitted in Surveys API via Zapier.
Actions: post creation using POST /social-media-posting/:locationId/posts with message, imageUrl, and scheduledTime.
POST /social-media-posting/:locationId/posts
locationId, message, imageUrl, scheduledTime
Trigger when Accredible certificate is issued and push status to GHL via Zapier.
Actions: update contact fields, add notes, or create a timeline event in GHL.
PATCH /contacts/:contactId
contactId, status, certificateId, issuedDate
Trigger on survey updates to enrich GHL contact data with additional fields from Surveys API.
Actions: upsert custom fields, sync tags, and adjust deal stages as needed.
PUT /contacts/:contactId
contactId, enrichmentFields
Create automated workflows with no coding, using visual builders and prebuilt actions.
Move data between Surveys API and GHL with reliability and repeatable steps.
Scale automation as needs grow, with secure connections and audit trails.
This glossary defines common terms used in GHL and Zapier integrations for Surveys API connections.
The process of proving identity to access the API securely (e.g., OAuth, API keys).
A callback URL that receives real-time events from an external system.
A specific URL path in an API that performs a defined operation.
An event that starts a workflow in an automation platform.
Deliver instant notifications to teams when Accredible certificates are issued, updated, or revoked through GHL using Zapier.
Aggregate survey responses and certificate data into a centralized dashboard for sales and support.
Onboard new users by creating a survey, issuing a certificate, and tagging CRM records automatically.
Set up secure credentials for both sides and grant scoped access to required resources.
Choose the endpoints you will use (Endpoint1‑4) and map fields between Surveys API, Accredible data, and GHL contacts.
Run tests, verify data integrity, and enable ongoing monitoring and alerts.
No heavy coding is required. The Zapier App Connector provides drag-and-drop tools to link Surveys API with GHL, using prebuilt actions and triggers. If you need a custom field or a niche workflow, small scripts or field mappings can be added, but the core flow remains no-code. This keeps setup fast and accessible for teams. Two, you can reuse templates for recurring needs, ensuring consistency across programs and campaigns.
Use OAuth 2.0 or API keys for secure authentication. With GHL and Zapier, you typically configure OAuth credentials to grant scoped access, then store tokens securely. This approach minimizes credential leakage and allows granular permissions. Additionally, rotate credentials periodically and monitor token activity through your app dashboards to maintain strict security.
The essential endpoints to start are Endpoint1 through Endpoint4 (the POST, PUT, DELETE, and PATCH variants for social posts). These endpoints enable creating, updating, deleting, and modifying posts that drive engagement tied to surveys and certificate events. As your workflow evolves, you may extend to other endpoints for richer automation. Start with Endpoint1 to publish posts triggered by survey activity, then use the others to manage updates and lifecycle changes.
Yes. You can schedule posts, set delays, and trigger notifications at specific times or when events occur. The visual workflow designer lets you specify timing, recurrence, and conditional logic without code. For more control, you can add simple filters to limit who receives notifications based on survey results or certificate status.
Webhooks are supported where available, enabling real-time updates from Surveys API to GHL via Zapier. You can configure a webhook to push events like survey completion or certificate issuance. If a webhook isn’t available for a particular action, rely on polling intervals or batch syncs within Zapier to keep data fresh.
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