To authorize the Surveys API through GHL, create an API key with the socialplanner scope and grant the necessary permissions. Use OAuth 2.0 as the standard flow for secure access.
Authorize Exact Online in your GHL app by registering OAuth credentials and granting consent so maps and endpoints can push data safely.
API Endpoint1: POST /social-media-posting/:locationId/posts; API Endpoint2: PUT /social-media-posting/:locationId/posts/:id; API Endpoint3: DELETE /social-media-posting/:locationId/posts/:id; API Endpoint4: PATCH /social-media-posting/:locationId/posts/:id; API Endpoint5-17: available as needed.
Trigger: a new survey response in Surveys API; Action: create or update a corresponding row in Exact Online.
Map survey fields to Exact Online fields and push the data via the POST/PUT endpoints. Use the locationId to target locations.
POST /social-media-posting/:locationId/posts
locationId, id, content, publishTime
Trigger: real-time events from Surveys API; Action: update Exact Online records accordingly.
Map fields for live updates and ensure error handling for retries.
PUT /social-media-posting/:locationId/posts/:id
postId, user, status
Trigger: nightly batch that pushes pending changes from Surveys API to Exact Online.
PATCH /social-media-posting/:locationId/posts/:id
postId, status, lastUpdated
Rapid setup with drag-and-drop mapping and prebuilt templates.
Seamless field mapping between Surveys API and Exact Online without writing code.
Reliable automation with built-in retries and monitoring.
Explore terms like endpoints, triggers, actions, mappings, and data flow that power the integration.
OAuth 2.0 is an authorization framework that allows apps to access user data securely without sharing passwords, using tokens.
A specific URL path exposed by a service that supports requests to perform actions or retrieve data.
A live HTTP callback URL that a service uses to notify your app about events in real time.
The process of aligning fields between two systems so data flows correctly.
Automatically generate and push survey results into Exact Online dashboards.
Sync survey-based segments to Exact Online marketing lists for targeted campaigns.
Archive survey responses and changes in Exact Online for compliance and recovery.
Register your app in GHL and Exact Online and obtain client IDs and secrets.
Define field mappings and how endpoints will be used for actions and triggers.
Run tests, monitor logs, and enable automation in production.
Surveys API in GHL lets you connect external survey data to your GHL workflows. It enables publishing surveys, retrieving responses, and triggering automations. In this guide, we focus on bridging Surveys API with Exact Online without code. This integration uses standard OAuth 2.0 and REST endpoints to move data securely between systems.
No-code setup is possible with the GHL connectors. You can configure triggers, actions, and mappings using a visual builder. For advanced mappings, you may need to customize field references, but you won’t need to write server-side code.
Common endpoints include creating, updating, and deleting posts or records (such as POST, PUT, PATCH, DELETE). In this page we demonstrate using endpoints like POST /social-media-posting/:locationId/posts and PUT /social-media-posting/:locationId/posts/:id to manage data.
Field mapping is done in the integration editor. You’ll align each Surveys API field with the corresponding Exact Online field. Use sample mappings as a starting point and adjust as needed.
Security uses OAuth tokens, scoped permissions, and encrypted connections. Your credentials stay protected, and you can revoke access at any time.
Yes. Use a test or sandbox environment to validate the flow. Review logs and error messages to fix issues before going live.
You can view integration logs in the GHL dashboard, including success events, retries, and error details. Use these to troubleshoot and improve reliability.
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