Authenticate calls to the Surveys API using OAuth 2.0 with the socialplanner/post.write scope to manage posts.
Salestrekker authenticates to the Surveys API using client credentials or API keys; store credentials securely and rotate them regularly.
– POST /social-media-posting/:locationId/posts — Create a new social post for a given location. – PUT /social-media-posting/:locationId/posts/:id — Update an existing post. – DELETE /social-media-posting/:locationId/posts/:id — Remove a post. – PATCH /social-media-posting/:locationId/posts/:id — Modify fields on a post. – 5-17 endpoints are available in the API docs and may be used as needed.
Trigger: A new content item or draft in Salestrekker creates a corresponding post via the Surveys API for the chosen location.
Actions: Use POST to publish content, then update the Salestrekker status and handle errors gracefully.
POST /social-media-posting/:locationId/posts
Required: locationId, content (message); optional: media, scheduledTime, postStatus
Trigger: Edits in Salestrekker update an existing post in the Surveys API
Actions: Use PUT to replace content and keep the same ID; validate responses and retry on failure
PUT /social-media-posting/:locationId/posts/:id
Required: locationId, id, content; optional: media, scheduledTime
Trigger: A post is no longer needed in Salestrekker
Actions: Use DELETE to remove the post; confirm cascading effects if applicable
DELETE /social-media-posting/:locationId/posts/:id
Required: locationId, id
No-code automation lets you connect Salestrekker with the Surveys API without writing a line of code.
Fast setup and visual workflows reduce time to value and minimize reliance on IT.
Real-time synchronization, clear error reporting, and built-in retries keep data aligned.
Key elements include endpoints, authentication, triggers, data fields, and error handling; processes cover connection setup, testing, and deployment.
A specific URL and method that performs a defined action in the API, such as POST /social-media-posting/:locationId/posts.
The process of proving identity and obtaining an access token to call protected API resources (for example, OAuth 2.0).
Authorization framework used to obtain access tokens for API calls with scopes.
An identifier for a Salestrekker location where posts are created or managed.
Turn Salestrekker milestones into scheduled posts via the Surveys API with no code.
Automatically update posts when Salestrekker data changes to reflect latest information.
Set up retry logic and clear error reporting to keep posts in sync.
Collect API keys or OAuth client credentials from both sides and store securely.
Set up OAuth 2.0 flow and required scopes (e.g., socialplanner/post.write).
Run end-to-end tests, monitor results, and move to production once green.
No coding is required for most setups; the connectors provide point-and-click configuration to connect Salestrekker with the Surveys API. For advanced mappings, you can use field mappings and data transforms to tailor which Salestrekker data becomes a social post.
The integration uses OAuth 2.0 with access and refresh tokens; tokens are scoped to socialplanner/post.write. Securely store credentials, rotate them regularly, and limit scopes to reduce risk.
Out-of-the-box endpoints include create, update, delete, and patch for social posts. Other endpoints are documented and can be enabled as needed; not every page uses all endpoints.
Handle errors using HTTP status codes, detailed error messages, and retries with exponential backoff. Monitor success rates in logs and alerting; implement fallback flows when an endpoint is unavailable.
Yes, you can map Salestrekker fields to the Surveys API post payload; ensure data types align and provide defaults. Use the mapping editor to define field correspondences and test with sample data prior to live use.
Activity and logs can be monitored from the integration dashboard where requests, responses, and errors are recorded. Enable webhooks or export logs to your SIEM for security and audit trails.
Credential security is crucial; credentials should be stored encrypted and rotated regularly. Use least-privilege access, IP allowlists, and separate environments (dev, test, prod) to minimize risk.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
