Securely authorize Loopy Loyalty to access Workflows API using the required scope (surveys.readonly). Use OAuth or API keys and store credentials securely, rotating them as recommended.
To connect Loopy Loyalty, obtain an API key or OAuth token for the Workflows API and grant the scope needed for surveys access. Keep credentials confidential and test teardown in a sandbox.
Primary endpoints: GET /surveys/ and GET /surveys/submissions. There are many additional endpoints available in the Workflows API for deeper integration; consult the official docs for a full list.
Trigger: new or updated survey submissions in Workflows API fire auto-creation or updates in Loopy Loyalty.
Actions: create or update contact records, map responses to fields, and start personalized automations.
Method/Path: GET /surveys/ to list surveys; GET /surveys/submissions to fetch responses.
Key fields: survey_id, submission_id, respondent_email, responses
Trigger: a new submission instantly updates contact records and custom fields in Loopy Loyalty.
Actions: sync contact data, tag responses, update lifecycle stage, and launch targeted campaigns.
Method/Path: Utilizes GET /surveys/submissions to monitor responses in real time.
Key fields: submission_id, timestamp, email, answers
Trigger: completion status or specific answer triggers a follow-up workflow in Loopy Loyalty.
Actions: generate reports, notify teams, create tasks, and schedule reminders.
Method/Path: Combine endpoints for a full picture of survey activity (e.g., GET /surveys/, GET /surveys/submissions).
Key fields: survey_id, status, completion_time, score
No coding required: configure triggers, actions, and mappings in a user-friendly interface.
Faster deployment: reuse pre-built endpoints and templates to launch campaigns quickly.
Real-time data sync for accurate reporting and timely customer engagement.
A quick glossary of terms and core processes used in the Workflows API and Loopy Loyalty integration.
A specific URL and HTTP method used to perform an action against the Workflows API.
A mechanism by which Workflows API can notify Loopy Loyalty about events in real time.
An open standard for secure authorization that allows Loopy Loyalty to access Workflows API without sharing passwords.
The process of aligning fields from Workflows API responses to Loopy Loyalty CRM fields.
Use live survey data to tailor messages, offers, and follow-ups in Loopy Loyalty.
Trigger instant, personalized interactions when a customer completes a key survey.
Automatically queue next-step campaigns based on responses and timeline rules.
Obtain API credentials, set the required scope (surveys.readonly), and authorize Loopy Loyalty.
Choose endpoints like GET /surveys/ and GET /surveys/submissions to start collecting data.
Map fields to Loopy Loyalty CRM, define triggers, and test the workflow end-to-end.
No coding is required for standard configurations. The platform provides a visual builder to set up triggers, actions, and field mappings. For advanced scenarios, you can use conditionals and simple scripts.
At minimum, GET /surveys/ to list surveys and GET /surveys/submissions to retrieve responses. You can expand as needed with additional endpoints for more data points.
Data is transmitted over secure channels with OAuth or API keys. Tokens can be scoped to surveys.readonly to limit access. Regular credential rotation is recommended.
Yes. You can map fields from survey responses to CRM fields in Loopy Loyalty, enabling precise segmentation and automation based on each respondent’s data.
Use a sandbox environment or test submissions to validate triggers and actions. Review mapping and run end-to-end tests to ensure expected outcomes.
Typical triggers include new submissions, status changes, or specific answer values. You can combine multiple triggers for complex workflows.
Endpoint documentation is available in the Workflows API docs. Access it from your developer portal or contact support for guidance.
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