Generate and securely store an API key or OAuth credentials from the Workflows API dashboard to establish a trusted connection with Octane AI.
Configure OAuth2 or API key based authentication for Octane AI, ensuring the app has the surveys.readonly scope to read survey data.
Key endpoints include GET /surveys/ and GET /surveys/submissions. Other endpoints are available in the Workflows API documentation but may not be used on this page.
Trigger: New or updated survey data in Octane AI prompts a sync to Workflows API.
Actions: update contact fields, create or update records, and tag leads in Workflows API.
GET /surveys/
Key fields: id, title, status, updated_at
Trigger: A survey submission is received in Octane AI to create or update a record in Workflows API.
Actions: create a new submission record or update an existing contact in Workflows API.
GET /surveys/submissions
Key fields: submission_id, survey_id, respondent_email, submitted_at
Trigger: After a submission, trigger Octane AI automations.
Actions: fire a workflow in Workflows API to send messages or assign tasks.
POST /surveys/submissions
Key fields: submission_id, status, result
Faster setup with no custom coding required.
Reliable data sync between Octane AI and Workflows API.
Scalable automation that grows with your campaigns.
Overview of core elements and processes to help you plan this integration between Octane AI and Workflows API.
A software interface that allows programs to communicate and exchange data.
The process of verifying identity and permissions before granting access to an API.
A specific URL in an API where requests are sent.
A method for apps to receive real time notifications about events.
Use survey responses to trigger personalized sequences in Octane AI via Workflows API.
Enrich contact records by syncing submission data into Workflows API fields.
Consolidate endpoint data into a unified analytics view for quick insights.
Create and configure credentials in Workflows API and connect Octane AI using the scopes required for surveys.
Enable GET /surveys/ and GET /surveys/submissions and map fields to your contact data.
Run tests, verify data sync, then set up dashboards and alerts for ongoing health checks.
Most of this integration can be set up with no code using the Workflows API and Octane AI interfaces. You will configure credentials and map fields within the dashboards. If you need advanced logic, lightweight automation steps can be added via the Workflows API workflow builder. For most users, the built in triggers and actions are sufficient to achieve seamless data flow.
The primary endpoints are GET /surveys/ and GET /surveys/submissions. Other endpoints exist but may not be required for the basic setup. Refer to the Workflows API documentation for a complete list. Plan your data mapping early to ensure fields align with your Octane AI contacts.
Authentication is secured using API keys or OAuth credentials. Octane AI connects with restricted scopes such as surveys.readonly to minimize risk. Rotate credentials regularly and store them in a secure vault. Use IP allowlists if available to further restrict access.
Yes. You can map custom fields between Octane AI and Workflows API. Use field mapping in the integration settings to align Octane AI response data with the corresponding Workflows API contact fields or submission records.
Monitor data sync health through built in dashboards and alerting in Workflows API. You can add checks for successful submissions, field mappings, and error logs to detect issues early. Consider setting up a weekly health review for ongoing maintenance.
Rate limits depend on your Workflows API plan. If you anticipate high submission volumes, implement batching, exponential backoff, and queueing to prevent throttling. Start with conservative limits and scale gradually as needed.
If submissions fail to sync, check credentials, endpoint availability, and field mappings. Review error messages in the Workflows API logs, re-run failed submissions, and verify that triggers are firing correctly. Implement retries and alerts to minimize data gaps.
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