Survey Booker Open APIs

Survey Booker offers different APIs for posting data into Survey Booker or for getting data from Survey Booker to use elsewhere. These APIs are controlled through your Integration settings (Settings > Integrations > API) and are subject to your selected plan.

POST API

The POST API allows you to post new quotes into your account. When the lead is posted in it creates a new quote record and the quote will be calculated from your fee scales. Introducers can also use the API to post leads to you directly from their CRM and the quote record will show them as the lead source and calculate the appropriate fee.

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PATCH API

The PATCH API allows you to update the status of a job in Survey Booker from an external system. For example, if you receive payment in another system, you can mark the job as paid in Survey Booker automatically via this API.

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GET API

The GET API enables you to look up data in the system so you can integrate your data with other systems you use. We have modules to look up all data you might need.

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