CX Genie – Fetch Customer Form Results via API

This guide helps you set up a simple API call in the CX Genie customer service system to get form results from a specific customer form. You don’t need a technical background — just follow the steps carefully!

1. Go to your workflow editor in CX Genie.
2. Add a block called API Call to your workflow.

Use the correct base API URL depending on where you're working:

To connect to the correct form, you need a Form ID. Here's how to find it:

1. Open your form builder from the UI.
2. Look at the address bar (URL). It will look like this:

`https://staging-app.cxgenie.ai/workspaces/{workspace-id}/form-builder/{form-id}`

The part at the end is your form ID.

Example: `b1f5393f-8387-41ea-98f6-34982a5c1bab`

You’ll need to add two types of info to the API URL:

• Form ID

Add it like this:

  `?form_id=b1f5393f-8387-41ea-98f6-34982a5c1bab`

• Properties (Optional)

If you want to get specific data fields from the form (e.g., `transaction_id`, `agent_name`), add them like this:

• *Comma-separated method: `&properties=transaction_id,agent_name` Tip: You can find the property names by opening your form in the form builder. Each input has a Property value — use that. ==== Final Example URL ==== If you combine everything, your full API URL might look like: `https://api-staging.cxgenie.ai/api/v1/form-results-value/customer?form_id=b1f5393f-8387-41ea-98f6-34982a5c1bab&properties=transaction_id,agent_name` ===== Step 3: Add the API URL to the API Call Block ===== - Paste the full API URL into the URL field. - Choose the GET** method.

1. Save the block and test it.

You’ll receive a message in the chat window if everything works.

Example result:

{
  "success": true
}

That means the API call worked and your data was fetched!

You’ve successfully added an API call to your workflow! The rest of your blocks will work as usual, and now you can fetch customer form results directly in your workflow.