> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a general survey

> Create a complete general survey with its questions, answer types and options. Created inactive unless isActive is true; activate with the status endpoint, then send invites or create a share link. Scope surveys.write; permission write_surveys.



## OpenAPI

````yaml /openapi.json post /api/public/v1/surveys
openapi: 3.0.3
info:
  title: MSPortal Public API
  version: 1.0.0
  description: >-
    Public API for MSPortal - provides programmatic access to tenant data.


    ## Authentication


    All endpoints require authentication via API key passed as a Bearer token:


    ```

    Authorization: Bearer <your-api-key>

    ```


    API keys can be created in the MSPortal dashboard under Settings →
    Integrations → API Access.


    **Important:** Do not include cookies in API requests. The public API uses
    stateless authentication only.


    ## Scopes


    API keys are granted specific scopes that determine what operations they can
    perform. Each endpoint documents its required scope(s).


    ## Rate Limiting


    API calls are rate limited per API key. Rate limit information is returned
    in response headers:


    - `X-RateLimit-Limit`: Maximum requests per minute

    - `X-RateLimit-Remaining`: Remaining requests in current window

    - `X-RateLimit-Reset`: When the rate limit resets (ISO 8601)


    ## Request ID


    All responses include an `X-Request-Id` header for debugging and support.
    You can also pass your own `X-Request-Id` header to correlate requests.
  contact:
    name: MSPortal Support
    email: support@msportal.ai
  license:
    name: Proprietary
servers:
  - url: https://app.msportal.ai
    description: Production (US)
  - url: https://eu.msportal.ai
    description: Production (EU)
security:
  - BearerAuth: []
tags:
  - name: Budgets
    description: >-
      Budget management - create, track, and forecast budgets with line items,
      categories, and products
  - name: Calendar
    description: Calendar and meeting management - events, participants, and meeting types
  - name: Companies
    description: Company management endpoints
  - name: Company Users
    description: Company user management - client portal contacts (read-only, paginated)
  - name: Compliance
    description: Compliance check management - runs, assigned checks, and status updates
  - name: Dashboards
    description: Dashboard management - external iframe resources and internal dashboards
  - name: Devices
    description: Device management - inventory, types, and locations
  - name: Goals
    description: Goal management - create, track, and manage goals with tasks and updates
  - name: NPS Surveys
    description: >-
      NPS survey management - Net Promoter Score surveys, responses, and
      analytics
  - name: Reports
    description: >-
      Report management - create, manage, and schedule reports with templates
      and types
  - name: Planner
    description: >-
      Planner item management - tasks, roadmap items, and project planning with
      linked goals, compliance, and projects
  - name: Surveys
    description: >-
      General survey management - multi-question surveys, responses, and
      statistics
  - name: Tickets
    description: Ticket management - view and filter tickets from PSA integrations
  - name: Training
    description: >-
      Training management - courses, enrollments, certificates, and progress
      tracking
  - name: Users
    description: Tenant user management - internal staff and team members (read-only)
  - name: Automation Rules
    description: >-
      Automation rule management - create, configure, and monitor automation
      rules with triggers, conditions, and actions
  - name: Analytics
    description: >-
      Analytics and reporting - company audit data, training analytics, user
      activity, and portfolio metrics
  - name: Client Onboarding
    description: >-
      Client onboarding - portals (phases, tasks, contacts, activation),
      templates, checklist templates, forms and documentation pages
  - name: Backup
    description: >-
      Backup - summaries, protected devices, alerts and SaaS protection (Datto,
      Axcient, Slide, Kaseya)
  - name: Microsoft 365
    description: Microsoft 365 - licenses, users, domains and Secure Score
  - name: Security
    description: >-
      Security - posture summary, EDR incidents, vulnerabilities, email threats,
      firewalls, DNS filtering and security awareness
  - name: Financial
    description: Financial - quotes, invoices and revenue summaries
  - name: Integrations
    description: Integrations - status, sync health, pause and resume (never credentials)
  - name: Documentation
    description: >-
      Documentation - pages, folders and articles synced from Hudu or IT Glue,
      plus built-in pages
  - name: Broadcasts
    description: Broadcasts - emergency broadcasts, recipients and groups
  - name: Notifications
    description: Notifications - the linked user's in-app notifications
  - name: Standards
    description: >-
      Standards - technology standards catalog, service plans, applicability,
      deployment statuses, compliance rollups, white space and costs
  - name: Customer Success
    description: >-
      Customer success - client health scores, trends, benchmarks and Traffic
      Light Reviews
  - name: Tasks
    description: Tasks - the linked user's personal task list
  - name: Tenant Setup
    description: Tenant setup - profile, branding and portal settings (never secrets)
  - name: Roles
    description: Roles - staff and client roles and their permission grants
  - name: Ticket Templates
    description: Ticket templates - reusable ticket definitions
  - name: Readiness
    description: Client readiness - account readiness assessments
  - name: Projects
    description: >-
      Projects - PSA projects with health overlays (deliverables, milestones,
      client actions, weekly updates), phases, tickets, time entries, PSA
      status/owner/priority write-through, ticket notes, task controls, display
      settings and the document library
paths:
  /api/public/v1/surveys:
    post:
      tags:
        - Surveys
      summary: Create a general survey
      description: >-
        Create a complete general survey with its questions, answer types and
        options. Created inactive unless isActive is true; activate with the
        status endpoint, then send invites or create a share link. Scope
        surveys.write; permission write_surveys.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateSurveyRequest'
      responses:
        '201':
          description: Created survey
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/GeneralSurvey'
                required:
                  - data
        '400':
          description: Validation error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '403':
          description: >-
            Forbidden - missing scope (surveys.write) or the linked user lacks
            the surveys permission
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
        - BearerAuth: []
components:
  schemas:
    CreateSurveyRequest:
      type: object
      properties:
        title:
          type: string
          minLength: 1
          maxLength: 255
        description:
          type: string
          maxLength: 2000
        isActive:
          type: boolean
          description: Create already active (default false)
        questions:
          type: array
          items:
            type: object
            properties:
              questionText:
                type: string
                minLength: 1
                maxLength: 2000
              answerType:
                type: string
                enum:
                  - short_text
                  - long_text
                  - single_select
                  - multi_select
                  - likert
                  - numeric_slider
                  - boolean
                  - date
                  - rating_stars
                  - nps
                  - yes_no
                  - email
                  - phone
                  - number
                description: >-
                  single_select/multi_select need 2+ options; likert may carry
                  scale labels; other types take none
              isRequired:
                type: boolean
              options:
                type: array
                items:
                  type: string
                  minLength: 1
                  maxLength: 500
                maxItems: 20
                description: Choice labels in display order
            required:
              - questionText
              - answerType
          minItems: 1
          maxItems: 50
          description: Questions in display order
      required:
        - title
        - questions
    GeneralSurvey:
      type: object
      properties:
        id:
          type: string
          description: Survey identifier
        title:
          type: string
          description: Survey title
        description:
          type: string
          nullable: true
          description: Survey description
        isActive:
          type: boolean
          description: Whether the survey is active
        publishedAt:
          type: string
          nullable: true
          format: date-time
          description: Publication timestamp
        version:
          type: number
          description: Survey version
        questionCount:
          type: number
          description: Number of questions
        responseCount:
          type: number
          description: Number of responses
        createdAt:
          type: string
          format: date-time
          description: Creation timestamp (ISO 8601)
        updatedAt:
          type: string
          format: date-time
          description: Last update timestamp (ISO 8601)
      required:
        - id
        - title
        - description
        - isActive
        - publishedAt
        - version
        - questionCount
        - responseCount
        - createdAt
        - updatedAt
    ErrorResponse:
      type: object
      properties:
        error:
          type: string
          description: Error message
        requestId:
          type: string
          description: Request correlation ID
        details:
          nullable: true
          description: Additional error details
        code:
          type: string
          description: Error code
      required:
        - error
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: API Key
      description: >-
        Use your API key as a Bearer token. API keys can be generated in
        Settings → Integrations → API Access.

````

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