Authenticate Surveys API requests with your access token. Include a Bearer token in the Authorization header and rotate credentials regularly to maintain security.
Zapier App Connector uses its own OAuth2 flow or API keys to connect to Surveys API. Follow the prompts to authorize access and test the connection.
POST /social-media-posting/:locationId/posts — Create a new social post\nPUT /social-media-posting/:locationId/posts/:id — Update an existing post\nDELETE /social-media-posting/:locationId/posts/:id — Delete a post\nPATCH /social-media-posting/:locationId/posts/:id — Partially update a post
Trigger when a new post is created in Surveys API, then push the post to Copilot CRM via Zapier.
Actions create a corresponding Copilot CRM record, attach metadata, and optionally schedule the post for publication.
POST /social-media-posting/:locationId/posts
locationId, content, network, scheduledTime
Trigger when a post is edited in Copilot CRM; propagate updates to the Surveys API.
Actions use PUT to update the corresponding Surveys API post with new content or status.
PUT /social-media-posting/:locationId/posts/:id
locationId, id, content, status
Trigger when a post is deleted in Copilot CRM; remove the corresponding Surveys API post.
Actions perform DELETE on the Surveys API endpoint to remove the post.
DELETE /social-media-posting/:locationId/posts/:id
locationId, id
Automate cross-platform publishing without writing code using straightforward triggers and actions.
Iterate workflows quickly with real-time testing and debugging inside Zapier.
Consolidate insights by feeding data into Copilot CRM dashboards for smarter decisions.
This glossary defines the main data elements, endpoints, and processes you’ll encounter when mapping Surveys API to Zapier App Connector in Copilot CRM.
Application Programming Interface: a set of rules and endpoints that allow systems to communicate.
A specific URL path through which an API can be interacted with to perform an action.
A mechanism for delivering real-time data from one app to another when an event occurs.
Open Authorization; a secure framework for granting access without sharing credentials.
Schedule posts from Surveys API to Copilot CRM calendars and social networks with a single workflow.
Keep content fresh by syncing edits from Copilot CRM back to Surveys API in real time.
Build dashboards in Copilot CRM that visualize post performance from Surveys API.
Connect your Surveys API account to Zapier App Connector and authorize Copilot CRM access.
Choose triggers such as New Post or Post Updated and test the flow with sample data.
Add actions to push content to Copilot CRM, map fields, and set conditions.
The Surveys API integration automates the creation, update, and deletion of social posts via GHL endpoints for Copilot CRM workflows. It enables no-code automation through Zapier App Connector, eliminating manual data entry. Use cases include publishing updates to networks and tracking engagement from within Copilot CRM. Two paragraphs illustrate typical setups and outcomes.
No coding is required thanks to Zapier’s visual workflow builder. You will configure triggers, actions, and mapping with on-screen prompts. If needed, you can add lightweight scripting in some apps, but most setups are accomplished with point-and-click configuration.
Core endpoints covered here include POST, PUT, DELETE, and PATCH for /social-media-posting/:locationId/posts. You can extend to other endpoints as needed in your workspace. Review authentication and payload structure for each call.
Yes. Use a sandbox or test account to simulate posts and verify that data flows correctly between Surveys API and Copilot CRM via Zapier App Connector. Zapier offers test modes and logs to help troubleshoot.
Yes. Scheduling can be set by including a scheduledTime field when creating or updating a post via POST or PATCH endpoints. Use your preferred time zone and validation rules.
Data is stored in your GHL workspace and in Zapier’s systems. Access is controlled by account permissions and OAuth scopes; ensure only authorized users can view sensitive post data.
Troubleshoot authentication by checking token validity, ensuring correct Authorization headers, and re-authenticating if necessary. Review connected accounts and Zapier task history for clues.
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