How to connect Formester to Surveys API

Surveys API integration with Formester

Steps to connect Surveys API with Formester

This guide walks you through a no code connection between Formester and the Surveys API (GHL) to post survey updates, authenticate securely, and automate social content without writing code.

Authentication for Surveys API

Authenticate with the Surveys API using an API key issued in your GHL developer console and scoped to socialplanner/post.write. Use the Authorization header to pass your API key on each request.

Authentication for Formester

Formester authenticates to the Surveys API by presenting the GHL API key and using the location based endpoints to post, update, or delete social content. Store credentials securely and rotate keys on a regular schedule.

Endpoints used by Formester with Surveys API

Primary endpoints used: POST /social-media-posting/:locationId/posts, PUT /social-media-posting/:locationId/posts/:id, DELETE /social-media-posting/:locationId/posts/:id, PATCH /social-media-posting/:locationId/posts/:id. These cover creating, updating, deleting, and partially updating posts. Other endpoints exist in the API but are not required for this page.

Top 3 connection approaches for Surveys API with Formester

API Key + Location-based Posting

Trigger: a new survey response is ready to be posted to social media.

Actions: POST to /social-media-posting/:locationId/posts to publish the update.

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

Required: locationId in the URL; body fields must include content, media URLs, and optional scheduling data.

Top 3 connection approaches for Surveys API with Formester

Update Existing Posts via PUT

Trigger: you need to modify a previously published post when survey data changes.

Actions: PUT to /social-media-posting/:locationId/posts/:id to update content.

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

Required: locationId, id, and a payload with updated content.

Top 3 connection approaches for Surveys API with Formester

Delete a Posted Survey Update

Trigger: end of campaign or removal is necessary.

Actions: DELETE /social-media-posting/:locationId/posts/:id

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

Required: locationId and id.

No-code benefits of connecting Surveys API with Formester

Faster go-live with no coding required and a visual workflow to connect data sources.

Automate social posts from survey results to save time and reduce manual work.

Centralized API credentials simplify access control and rotation.

Key Terms and Glossary

Key elements include endpoints, authentication and payload structures; processes cover connect, test, deploy, and monitor the integration between Formester and the Surveys API.

API

An API is a set of rules that lets software applications communicate and exchange data.

Endpoint

An endpoint is a specific URL in an API used to perform a defined action such as creating or updating a post.

OAuth 2.0

OAuth 2.0 is an authorization framework that issues access tokens for secure API calls.

Location ID

Location ID identifies a GHL location where posts are published and is used in API paths.

People also Search for:

Creative ideas for integrating Surveys API with Formester

Auto-post survey updates to social channels

Automatically publish new survey results to connected social accounts using the Surveys API and Formester’s posting endpoint.

Trigger responses when surveys close

Use Formester to trigger follow-up posts or notifications when a survey cycle completes.

Schedule postings for peak engagement

Plan posting times based on audience insights and publish at optimal moments.

Three steps to connect Surveys API with Formester

Create and authorize GHL API credentials

In GHL, generate API credentials scoped to socialplanner/post.write and copy the API key to Formester.

Configure Formester to use the credentials

Enter the API key into Formester’s integration settings and select the Surveys API as the target.

Test the connection

Run a test post with a mock locationId to verify authentication and endpoint paths.

Frequently Asked Questions

What is the API name for this integration?

The API name for this integration is Surveys API, used by GHL as the endpoint set for managing social posts from Formester. You will work with the Surveys API in the GHL developer console to create and manage credentials. In Formester, paste the API key and select the Surveys API as the target connection to begin posting.

Authentication is done with an API key issued in the GHL developer portal, scoped to socialplanner/post.write. Include the key in the Authorization header for each request. Formester also supports secure storage and rotation of credentials to maintain security.

The primary endpoints 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 allow you to create, update, delete, and partially update social posts from survey data.

Yes. You can automate posting by configuring triggers in Formester that call the Surveys API endpoints when survey results are ready or when certain conditions are met. This eliminates manual posting and speeds up publishing.

A Location ID identifies where posts will be published within GHL. It is required in the API path for location-specific posting and should be set up to reflect the target social location in your account.

To revoke access, remove the API credentials from Formester and revoke the API key in the GHL developer console. Rotating keys and updating configurations ensures ongoing security and control.

API credentials are generated in the GHL developer console. Copy the key, store it securely, and paste it into Formester’s integration settings. You can manage scopes and rotate keys from the same console.

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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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