Use OAuth 2.0 or API keys to securely authorize Lob to access the Surveys API. Treat tokens as sensitive and rotate credentials periodically.
Create and store connection credentials for Lob to call the Surveys API. Use short-lived tokens and follow best practices for credential management.
The primary endpoints for this workflow include POST, PUT, DELETE, and PATCH actions on survey-related resources. Example endpoints are shown below.
When a new survey is created or submitted, Lob can trigger follow-up actions like reminders or notifications.
Actions include creating records, updating statuses, and sending messages based on survey data.
Endpoint example: POST /social-media-posting/:locationId/posts
Key fields: locationId, content, author, timestamp
Pull survey metrics into Lob dashboards for real-time insights.
Actions: fetch data, cache results, and render in dashboards.
Endpoint example: GET /surveys/:id/metrics
Key fields: surveyId, metrics, timestamp
Update survey responses from Lob actions when users complete forms.
Actions: PUT or PATCH to update responses and confirm via webhooks.
Endpoint example: PATCH /surveys/:id/responses/:responseId
Key fields: surveyId, responseId, status, updatedAt
Zero-code setup to automate survey workflows between Lob and the Surveys API.
Rapid prototyping with drag-and-drop builders and webhooks.
Faster time-to-value and fewer manual tasks.
Key elements and processes you’ll encounter when integrating Lob with the Surveys API.
Application Programming Interface: a set of rules that lets Lob request data from the Surveys API and perform actions.
A webhook is a user-defined HTTP callback that the Surveys API calls when an event occurs, enabling real-time updates.
OAuth is a standard for authorizing access tokens securely without sharing passwords.
A URL path that represents an API function you can call to perform an action.
Use Lob’s customer data to tailor survey prompts and improve response rates.
Trigger reminder surveys after key customer actions to boost completion.
Combine Surveys API metrics with Lob analytics for real-time insights.
Generate OAuth tokens or API keys, and store securely.
Map Lob events to Surveys API endpoints and set triggers.
Run tests, monitor activity, and enable automation in production.
No coding is required for a basic setup. This no-code approach uses visual builders to map Lob actions to Surveys API endpoints. If you need more customization, you can switch to advanced mode to fine-tune triggers and field mappings.
Supported authentication methods include OAuth 2.0 and API keys. Store credentials securely and rotate them periodically to maintain security. Always follow least-privilege access and use per-connection scopes to minimize risk.
For a basic workflow you’ll typically use create, update, and delete actions on survey-related resources. Map Lob events to the corresponding Surveys API endpoints and configure triggers accordingly. Documented example endpoints help you implement a clean, repeatable flow.
To test connections, run a dry-run with sandbox data, verify token validity, and check webhook delivery and response handling. Use the built-in test console to simulate real events before going live.
Rate limits depend on your plan and the endpoint type. Start with conservative limits and monitor your usage in the dashboard. If you approach the limit, implement batching or backoff strategies to maintain reliability.
Yes. You can customize data fields and mappings to fit your workflows. Use field mapping templates to align Lob data with Surveys API payloads. Advanced users can script transformations for complex data shapes.
Logs are available in the Lob integration console and the Surveys API dashboard. Look for request traces, success rates, and error details to troubleshoot quickly. Enable verbose logging during setup and then scale back to normal verbosity in production.
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Complete Operations Catalog - 126 Actions & Triggers
