How to connect Formaloo to Surveys API

Surveys API x Formaloo: seamless automation for survey data and social publishing

How to connect Surveys API with Formaloo

This guide shows how Formaloo (APPNAME) can connect to the Surveys API (GHLAPINAME) to automate the flow of survey data into social publishing. Using the available endpoints, you can create, update, delete, and patch social posts directly from Formaloo, with no code required via the Zapier App Connector.

Authentication for Surveys API connection

To authorize the connection between Formaloo and Surveys API, generate an API key or configure OAuth credentials in your GHL account, then securely store the token in Zapier. Verify access with a quick ping to the endpoint before enabling automation.

Authentication for Formaloo

Within Zapier, configure Formaloo to securely pass credentials to Surveys API. Use OAuth flow or an API key, and rotate credentials regularly to maintain security.

GHL API Endpoints Used

– POST /social-media-posting/:locationId/posts — Create a new social post from Formaloo to a specified location. – PUT /social-media-posting/:locationId/posts/:id — Update an existing social post. – DELETE /social-media-posting/:locationId/posts/:id — Remove a post. – PATCH /social-media-posting/:locationId/posts/:id — Partially update a post. Note: Additional endpoints exist but may not be used in every page; this guide focuses on the four core actions for posting content from Formaloo to your social channels.

Top 3 connection scenarios for Surveys API x Formaloo

1) Create and publish posts from new Formaloo survey submissions

Trigger: A new survey submission is received in Formaloo.

Actions: Publish a new social post via POST /social-media-posting/:locationId/posts.

Method path: POST /social-media-posting/:locationId/posts

Required: locationId, content; Optional: media_url, schedule

Top 3 connection scenarios for Surveys API x Formaloo

2) Update posts when Formaloo data changes

Trigger: Survey response or content update in Formaloo.

Actions: Update an existing post via PUT /social-media-posting/:locationId/posts/:id.

Method path: PUT /social-media-posting/:locationId/posts/:id

Required: id, content; Optional: locationId, media_url

Top 3 connection scenarios for Surveys API x Formaloo

3) Soft-delete posts when a survey is archived

Trigger: Formaloo survey archived or deleted.

Actions: Delete a post via DELETE /social-media-posting/:locationId/posts/:id.

Method path: DELETE /social-media-posting/:locationId/posts/:id

Required: id

No-code benefits of the Surveys API x Formaloo integration

No coding required: connect Formaloo to Surveys API via the Zapier App Connector and start automating in minutes.

Fast deployment: leverage pre-built triggers and actions to rapid‑deploy your workflow without writing code.

Reliability: built-in retry logic and error handling help keep your data in sync even when connections hiccup.

Key terms and glossary

A concise glossary of terms used in this guide to help you configure the integration without confusion.

GHL API

The GHL API provides programmatic access to your GHL account to manage resources such as social posts, contacts, and campaigns. In this guide, we focus on the social posting endpoints used to publish content from Formaloo.

Formaloo (APPNAME)

Formaloo is the APPNAME in this integration. It acts as the source of survey data and triggers for content publishing via the GHL Surveys API.

API Endpoint

A specific URL path and method used to perform an action (e.g., POST /social-media-posting/:locationId/posts) in an API. Endpoints define what operations are possible.

Zapier App Connector

A no-code integration layer that connects Formaloo and the GHL Surveys API, enabling triggers, actions, and data mapping without writing code.

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3 Creative ideas for Surveys API x Formaloo

Auto-publish survey results as social posts

Trigger posts automatically whenever a Formaloo survey is completed. Pull key insights into concise social messages and publish to defined locations using the POST endpoint.

Segment-aware posting based on survey responses

Map respondent segments from Formaloo to different posting templates. Use conditional content to tailor posts per audience, leveraging dynamic fields in the content payload.

Scheduled content from Formaloo for peak times

Schedule posts to match audience activity windows. Use the schedule field in the endpoint to publish posts at optimal times without manual intervention.

3 steps to connect Surveys API with Formaloo

Authorize connections

Create and store credentials in both Formaloo and Surveys API, then authorize the Zapier App Connector to access the endpoints.

Configure triggers and actions

Define which Formaloo events map to which GHL actions (e.g., new submission → create post). Map fields for content, locationId, and scheduling.

Test and deploy

Run end-to-end tests, verify posts appear as expected, then enable the automation for ongoing use.

Frequently asked questions

What is the best way to connect Formaloo with Surveys API?

The recommended approach is to use Zapier App Connector to bridge Formaloo and the Surveys API. Start by configuring credentials on both sides, then set up a Zap that triggers on new Formoloo submissions and publishes a post via the POST endpoint. This keeps your social content in sync with survey activity without writing code. Follow best practices: map only the needed fields, test with sample data, and monitor logs for any errors to ensure reliable automation.

No extensive coding is required. The Zapier App Connector provides a no-code workflow builder to define triggers (like a new survey submission) and actions (like creating a social post). You’ll connect Formaloo and the Surveys API through OAuth or API keys and configure mappings in a user-friendly interface. If you run into limitations, you can add small custom scripts, but for most setups, the no-code path is sufficient.

The primary endpoints are POST, PUT, PATCH, and DELETE under /social-media-posting/:locationId/posts. These cover creating, updating, partially updating, and deleting posts. Other endpoints exist, but they aren’t required for the core publish flow described in this guide.

Authentication is typically done via API keys or OAuth credentials. Generate and securely store credentials in both Formaloo and the GHL account, then configure your Zapier app to pass tokens securely. Regularly rotate credentials and test connectivity with a quick ping to ensure the connection remains valid.

Yes. You can customize content by mapping dynamic fields from Formaloo survey data into the content field of the social post. You can also use conditional blocks or templates to tailor messaging per audience or channel. Be mindful of character limits and platform-specific requirements when constructing your post content.

Run a dry run or test with sample submissions to verify that posts are created correctly and contain the expected fields. Validate field mappings (locationId, content, media_url, schedule) and confirm that errors are logged with actionable messages. After successful tests, gradually roll out the automation.

Documentation for the Surveys API, the Formaloo app, and the Zapier App Connector is available in the developer and integration sections of the respective platforms. If you need tailored guidance, reach out to Rankr support for a walkthrough specific to your setup.

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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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