How to connect Rosie to Surveys API

Surveys API + Rosie: Seamless posting automation

How to connect Surveys API with Rosie

This guide explains how Rosie (the app) connects to the Surveys API to create, update, delete, and manage social posts through the GHL backend. You’ll learn the authentication steps, the key endpoints, best 3 connections, and common terms to get Rosie posting with Surveys API quickly and securely.

Authentication for Surveys API

Required scope: socialplanner/post.write. Authenticate using OAuth 2.0 or an API key, then grant Rosie access to post, edit, and delete social content through the Surveys API.

Authentication for Rosie

To authorize Rosie with Surveys API, create client credentials, configure the redirect URI, and grant the socialplanner/post.write scope so Rosie can manage posts on your behalf.

Key Endpoints Used

– 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 Note: Additional endpoints exist in the API but are not shown here.

Top 3 Rosie connections with Surveys API

1) Post Creation Sync

Trigger: When Rosie drafts a new post, create it in the Surveys API and return status back to Rosie.

Actions: POST to the create endpoint; map fields; update Rosie with postId and status; log activity.

locationId, postContent, media, scheduledTime

Top 3 Rosie connections with Surveys API

2) Post Update Flow

Trigger: Rosie requests an update to an existing post

Actions: PUT to update endpoint; propagate updated fields; refresh status in Rosie

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

id, locationId, updatedFields

Top 3 Rosie connections with Surveys API

3) Post Deletion & Archiving

Trigger: Rosie deletes a post

Actions: DELETE to the endpoint; mark as archived in Rosie; maintain audit trail

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

id, locationId

No-code benefits of Rosie + Surveys API

Fast setup with no code: drag-and-drop field mappings and triggers to automate posting.

Real-time updates across platforms without custom development.

Centralized analytics and reporting for Rosie posts and audience engagement.

Glossary and key terms

Key elements include API endpoints, triggers, actions, authentication methods, scope, and data fields used to connect Rosie with the Surveys API.

API Endpoint

A specific URL in the Surveys API that performs a defined action, such as creating a post or updating a post.

Authentication

The process of proving identity and granting permissions to access the Surveys API securely.

Trigger

An event that starts a workflow, such as a new post draft in Rosie being ready to publish.

Scope

The set of permissions granted to Rosie to perform actions via the Surveys API (e.g., post.write).

People also Search for:

Creative ideas for Rosie and Surveys API

Idea 1: Auto publish at optimal times

Use audience analytics to schedule posts for Rosie automatically using the Surveys API.

Idea 2: Hashtag suggestions

Fetch trending hashtags via the API and append them to Rosie posts for better reach.

Idea 3: Content variations

Create A/B variants of posts and compare performance using Rosie analytics.

3 steps to connect Surveys API with Rosie

Step 1: Gather credentials

Obtain API keys or OAuth credentials from Surveys API and configure Rosie.

Step 2: Configure permissions

Assign the socialplanner/post.write scope and test access.

Step 3: Test and monitor

Run test posts and monitor results in the Rosie dashboard.

Frequently Asked Questions

How do I connect Rosie to Surveys API?

To connect Rosie to the Surveys API, start by creating or selecting a Surveys API application and obtaining client credentials. Configure Rosie to use those credentials and request the socialplanner/post.write scope so Rosie can publish, edit, and delete posts on your behalf. After authorization, test a sample post to ensure the connection is working as expected.

Permissions are defined by the scope granted during OAuth or API key setup. Ensure Rosie has the socialplanner/post.write scope and any additional scopes your workflow requires. If you need read access, add the appropriate read scopes and verify in your app settings.

Available endpoints include create, update, delete, and patch for posts: POST, PUT, DELETE, PATCH on /social-media-posting/:locationId/posts and related paths. Some endpoints may be gated behind permissions; refer to the Surveys API docs for the full list.

Yes. Rosie can update or replace content for a post using the PUT or PATCH endpoints. Deleting a post is handled via DELETE, and archived status can be tracked within Rosie.

There is typically no hard limit imposed by Rosie, but API rate limits and location-based quotas may apply. Check your Surveys API plan for exact limits and consider staggering requests to stay within thresholds.

Testing is done by sending test posts from Rosie to the Surveys API in a sandbox environment or with a limited production location. Review API responses, logs, and Rosie analytics to verify success.

Analytics for Rosie posts are visible in the Rosie dashboard and can be linked to the Surveys API analytics. You can also export reports for engagement, reach, and post performance.

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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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