Authenticate the Surveys API using OAuth2 to obtain an access token with the required scope for posting and updating survey data; store credentials securely and refresh tokens as needed.
Action Network authenticates via API keys or OAuth; ensure your app has permission to create and update contacts and campaigns before enabling the connection.
Core endpoints used in this integration include creating and updating Action Network contacts from survey responses (e.g., POST /contacts, PUT /contacts/:id, PATCH /contacts/:id, DELETE /contacts/:id). These calls enable syncing data between Surveys API and Action Network.
Trigger: when a new survey response is submitted
Actions: create a new contact in Action Network, assign tags, and subscribe to relevant lists
POST /contacts
Key fields: email, first_name, last_name, survey_id
Trigger: when a survey response updates a status or field
Actions: update contact fields, map new data, and log activity
PUT /contacts/:id
Key fields: id, email
Trigger: scheduled daily sync at 2 AM
Actions: batch upsert contacts, create a summary digest, and notify teams
POST /contacts/batch
Key fields: batch_id, created_at
Eliminate manual data transfer with automated, rule-based sync between Surveys API and Action Network
Keep contact lists current in real time as survey responses arrive
Build custom workflows with triggers, actions, and filters without writing code
Key elements include authentication, endpoints, triggers, actions, data mapping, and error handling in this integration
OAuth 2.0 is an authorization framework that allows apps to obtain limited access to user data without exposing credentials
An API key is a token that authenticates requests from your app to the API
A webhook is a user-defined HTTP callback that triggers when an event occurs
Rate limits control how many requests you can make in a given time window
Automatically create a contact in Action Network when a respondent submits a new survey response
Map survey answers to tags or lists to tailor campaigns in Action Network
Send a daily digest email to your team with notable survey activity
Register your app in the GHL and Action Network developer portals to obtain client IDs and secrets
Define which survey events should trigger actions in Action Network and map fields accordingly
Create automations using the endpoints and test thoroughly before going live
The Surveys API provides programmatic access to questionnaire data, responses, and metadata so you can automate workflows between Surveys API and Action Network. Use the documented endpoints to fetch responses and push updates, keeping lists and campaigns in sync. The Surveys API enables creating, reading, updating, and deleting records to maintain data integrity across platforms.
Authentication is typically handled via OAuth 2.0 tokens or API keys, depending on the platform. You should store credentials securely, request the minimal scopes needed, and refresh tokens regularly.
The primary endpoints involve creating and updating contacts in Action Network based on survey activity. You can also retrieve survey metadata and responses to drive campaigns and segmentation.
Real-time sync is possible with webhook triggers or near real-time polling. Plan for rate limits and implement retry logic to ensure reliable delivery.
No coding is required if you use connectors and workflow builders to map fields and set triggers. For advanced scenarios, you may customize mappings or add conditions.
Error handling should surface clear messages and failure reasons. Implement retries with exponential backoff and aim for idempotent operations when possible.
API rate limits vary by plan; check the documentation for current quotas. Consider batching or scheduling requests to stay within limits.
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Complete Operations Catalog - 126 Actions & Triggers
