How to connect DealMachine to Surveys API

Bridge Surveys API with DealMachine to automate social updates and data sharing via GHL.

Steps to connect Surveys API with DealMachine for seamless automation

This guide shows how to link the Surveys API (GHL) with DealMachine (APPNAME) so you can automate social posting, synchronize deal data, and create consistent campaign messaging without writing code.

Authentication for Surveys API

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.

Authentication for DealMachine

Connect DealMachine using its API token and securely store credentials. Pair the token with the Surveys API credentials to authorize cross-platform actions.

Endpoint overview for post management

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.

Top 3 connection scenarios between Surveys API and DealMachine

1) Create and publish posts automatically

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

Top 3 connection scenarios between Surveys API and DealMachine

2) Update and reschedule existing posts

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

Top 3 connection scenarios between Surveys API and DealMachine

3) Remove posts that are no longer relevant

Trigger: a deal is closed or a post becomes outdated and should be removed.

Actions: call DELETE with locationId and post id to remove outdated content.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

No-code benefits of connecting Surveys API with DealMachine

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.

Key terms and glossary

This glossary explains the terms used in the GHL Surveys API and DealMachine integration, helping you navigate endpoints and data mapping.

API authentication

Process of verifying identity to access the API, typically via API key or OAuth token.

Endpoint

A public URL exposed by the API that accepts requests and returns data or status.

HTTP methods

GET, POST, PUT, PATCH, and DELETE are used to perform read, create, update, and delete operations.

Location ID

A unique identifier for a site or location within the system to scope actions to a specific area.

People also Search for:

Creative ideas for connecting Surveys API with DealMachine

Idea 1: Automated weekly social reports

Generate a weekly post summary from DealMachine data and publish via the Surveys API to keep stakeholders informed.

Idea 2: Trigger-based content updates

Update posts automatically when deal milestones change, ensuring messaging stays current.

Idea 3: Multi-endpoint orchestration

Coordinate multiple endpoints to refresh content across posts, schedules, and analytics in one workflow.

3 Steps to connect Surveys API with DealMachine

Step 1: Gather credentials

Collect API keys or tokens from Surveys API and DealMachine; ensure proper scopes are granted.

Step 2: Configure the connection

Enter credentials, map fields between systems, and set the posting scope to socialplanner/post.write.

Step 3: Test and deploy

Run test requests, verify data flow, fix any mapping issues, and deploy automations to production.

Frequently Asked Questions

Do I need coding to connect DealMachine with Surveys API?

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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🚀 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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