Securely authenticate requests between Surveys API and Envoy for Visitors using API keys with scoped access and rotation.
Envoy for Visitors authenticates to the Surveys API with the provided API credentials and approved scopes; protect tokens and rotate them regularly.
POST /social-media-posting/:locationId/posts — create a new post for a location. PUT /social-media-posting/:locationId/posts/:id — update an existing post. DELETE /social-media-posting/:locationId/posts/:id — delete a post. PATCH /social-media-posting/:locationId/posts/:id — partially update a post.
Trigger: a new visitor interaction in Envoy prompts immediate post creation via Surveys API.
Actions: create post, attach media, set publish time.
POST /social-media-posting/:locationId/posts
Key fields: locationId, content, media, status, scheduledTime
Trigger: analytics indicate engagement changes or content needs edits
Actions: edit content, replace media, adjust scheduling
PUT /social-media-posting/:locationId/posts/:id
Key fields: id, locationId, content, media, status
Trigger: posts are outdated or no longer needed
DELETE /social-media-posting/:locationId/posts/:id
Key fields: id, locationId
Rapid setup with drag-and-drop workflows—no code required.
Visual triggers and templates let you map events to actions quickly.
Unified analytics and reporting across channels in a single view.
Overview of essential elements and processes for connecting Surveys API with Envoy for Visitors, including authentication, endpoints, and data flow.
A method for validating identity and permissions for API calls, typically via API keys, OAuth tokens, or JWTs.
A specific URL that represents a resource or action exposed by the API.
A unique identifier for a particular site or account within the platform used to scope requests.
Permissions granted to an app to access specific API resources, defined as scopes.
Set a rule to automatically archive posts that have low engagement after a set period, keeping your feed fresh.
Inject visitor-specific content into welcome posts using Envoy data to boost relevance.
Create templates that adapt to platform formats and automatically route posts to multiple channels.
Register your app in the Surveys API console and grab your API key and secret.
Assign the social posting scope socialplanner/post.write and ensure the app has required permissions.
Use a sandbox environment to test endpoints and verify callbacks before going live.
The Surveys API enables programmatic posting and management of social content. It connects to Envoy for Visitors to automate posts triggered by events. By using scoped credentials and secure tokens, you ensure only authorized actions are performed and data stays protected.
Supported methods include API keys with scopes and OAuth tokens. Rotate keys regularly and use least privilege. For server-to-server flows, implement OAuth 2.0 with short-lived tokens and refresh tokens; store securely.
Endpoints for create, update, delete posts are as listed: POST, PUT, PATCH, DELETE at /social-media-posting/:locationId/posts. You can fetch or view with GET if supported; in this integration, the primary operations are create, update, and delete.
No coding is required thanks to the no-code automation builder in the platform. If you need custom logic, you can add advanced steps or scripts, but most workflows are achievable visually.
Test the integration in a sandbox environment using mock data and simulate events. Verify payload formats, authentication, and callbacks before going live. Review logs to confirm expected results.
Use built-in logs, error messages, and status codes to troubleshoot API calls. Check rate limits, payload schemas, and ensure correct locationId and post IDs are used. Reproduce issues in a test environment.
Follow least privilege, encrypt secrets, rotate tokens, and audit access. Ensure compliance with data privacy policies and obtain user consent where required.
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