Authenticate to the Surveys API using the provided API key or OAuth credentials. Ensure your token has the socialplanner/post.write scope to enable posting and updates.
Connect DealMachine using its API token and securely store credentials. Pair the token with the Surveys API credentials to authorize cross-platform actions.
POST /social-media-posting/:locationId/posts — create a new post for a location; PUT /social-media-posting/:locationId/posts/:id — update a post; DELETE /social-media-posting/:locationId/posts/:id — delete a post; PATCH /social-media-posting/:locationId/posts/:id — partially update a post.
Trigger: when a new deal is added in DealMachine, automatically create a social post using the POST endpoint in Surveys API.
Actions: map deal fields (title, stage, value) to post content, call POST /social-media-posting/:locationId/posts, handle response, and log the result.
POST /social-media-posting/:locationId/posts
locationId, content, media_url, schedule_time, deal_id
Trigger: deal updates change messaging that should be reflected in existing posts.
Actions: use PUT to update the post by id with new content or schedule, ensuring id maps to the correct deal post.
PUT /social-media-posting/:locationId/posts/:id
locationId, id, content, schedule_time
Trigger: a deal is closed or a post becomes outdated and should be removed.
Actions: call DELETE with locationId and post id to remove outdated content.
DELETE /social-media-posting/:locationId/posts/:id
locationId, id
Fast setup: drag-and-drop automations and pre-mapped fields mean you can launch integrations without writing code.
Automation with Zapier App Connector keeps data flowing between Deals and posts without manual steps.
Unified analytics: track post performance and deal outcomes in one place for better campaigns.
This glossary explains the terms used in the GHL Surveys API and DealMachine integration, helping you navigate endpoints and data mapping.
Process of verifying identity to access the API, typically via API key or OAuth token.
A public URL exposed by the API that accepts requests and returns data or status.
GET, POST, PUT, PATCH, and DELETE are used to perform read, create, update, and delete operations.
A unique identifier for a site or location within the system to scope actions to a specific area.
Generate a weekly post summary from DealMachine data and publish via the Surveys API to keep stakeholders informed.
Update posts automatically when deal milestones change, ensuring messaging stays current.
Coordinate multiple endpoints to refresh content across posts, schedules, and analytics in one workflow.
Collect API keys or tokens from Surveys API and DealMachine; ensure proper scopes are granted.
Enter credentials, map fields between systems, and set the posting scope to socialplanner/post.write.
Run test requests, verify data flow, fix any mapping issues, and deploy automations to production.
No extensive coding is required. Use the no-code connectors in the Zapier App Connector to link DealMachine with the Surveys API and map fields visually. For more advanced needs, simple scripts can be added later. The setup is designed for marketers and product teams to launch quickly. You can leverage pre-built templates to start.
The primary endpoints for post management are POST /social-media-posting/:locationId/posts, PUT /social-media-posting/:locationId/posts/:id, DELETE /social-media-posting/:locationId/posts/:id, and PATCH /social-media-posting/:locationId/posts/:id. These cover creating, updating, deleting, and partially updating a post. Additional endpoints may exist for future expansions.
A post payload typically includes content, optional media_url, scheduled time, and a locationId to tie the post to a specific location. You may also include deal-related fields like deal_id and status. Data mapping between DealMachine and Surveys API determines what fields appear in the post.
Yes. You can schedule posts by including a schedule_time in the POST payload. Updates via PUT or PATCH can also adjust the scheduled time as campaigns evolve.
Errors are returned with HTTP status codes and a message body. Use the logs in the integration platform to diagnose failures, retry failed requests, and verify payload mappings. Implement guards to handle rate limits and timeouts gracefully.
Absolutely. The integration is designed to be configured with minimal code. You can start with drag-and-drop editors and progressively add custom fields or scripts if your use case grows.
Logs and analytics are typically accessible in the Zapier App Connector dashboard or your integration platform, where you can view request histories, success rates, and post performance metrics.
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