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How To Use Subhub S Post Api To Generate Survey Links Instantly

Why This Matters

APIs let your systems talk to each other automatically. Setting up survey link generation through the API saves your team time and reduces manual data entry errors.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

A newPOST APIallows external partners to trigger a Standalone Welcome Call by sending customer information directly to the system.

Step 2

Earlier, partners had tomanually build survey URLswith tokens, IDs, etc.

Step 3

Now, they can justsend the customer data via POST, and get asurvey URL in response.

Step 4

Ifemailis included in the data, SubHub willautomatically email the survey linkto the customer.

Step 5

If not, thesurvey link is returned in the API responseso the partner can share it themselves.

Step 6

Integrated partners can nowview but not editshared surveys from SubHub organizations.

Step 7

Step 1:Click on the username and go to “Settings”.

Step 8

Step 2:Navigate to “Webhooks”.

Step 9

Step 3:Fill in the details.

Step 10

Click “Save and Continue”.

Pro Tips

  • 💡 Save time: Set up templates for your most common proposal types so you can reuse them.

  • 📱 Mobile tip: Most Sales Velocity features work on mobile too — perfect for when you're on-site.

  • 🔄 Stay organized: Use consistent naming conventions for proposals and customers.

Troubleshooting

Problem

Solution

I don't see this option

Make sure you have Admin access. Some features require specific permissions.

Changes aren't saving

Try refreshing your browser and make sure you clicked Save before navigating away.

Something looks different from the screenshots

SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.


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