Authenticate the Forms API connection using your GHL credentials. Store your API access token securely and pass it in the Authorization header for each request. Use the forms.readonly scope to retrieve data safely.
Configure OAuth 2.0 credentials in Actionstep and authorize the Forms API integration to access form data within your workflows.
– GET /forms/ — Retrieve a list of forms. – GET /forms/submissions — Retrieve submissions for a given form. – Other endpoints may be configured as your needs evolve.
Triggered when a new submission is created in Forms API.
Create or update a contact or lead in Actionstep and attach submission data to a related deal or task.
GET /forms/submissions
form_id, submission_id, respondent_email, submission_timestamp, form_answers
Triggered when a new or updated form is added in Forms API.
Sync form metadata to Actionstep; map fields to contact or opportunity records.
GET /forms
form_id, form_title, fields
Triggered on new or updated submission to keep dashboards current.
Update deals with submission metrics; create activity logs and performance reports.
GET /forms/submissions
submission_id, form_id, status, timestamp, responder_email
Build powerful automations without writing code, connecting form data directly to Actionstep records.
Reduce manual data entry and human error by automating data capture and syncing in real-time.
Centralize insights with unified data in Actionstep and your forms for better reporting.
Key elements include API endpoints, webhooks, authentication, data mapping, triggers, actions, and error handling. Understanding these helps you design robust no-code workflows between Forms API and Actionstep.
A specific URL path used to access or modify data in an API.
The process of verifying identity and granting access to an API.
A HTTP callback that triggers an action when an event occurs in an app.
An authorization framework that lets applications obtain limited access to user data.
Automatically create or update deals in Actionstep when a form is submitted via Forms API, streamlining the sales process.
Maintain a unified forms catalog in Actionstep to track form definitions and responses.
Visualize form submissions, conversion rates, and key metrics inside Actionstep dashboards.
Obtain API credentials for Forms API and Actionstep, then set up secure connections and authorize access.
Create data mappings between form fields and Actionstep records (contacts, deals, tasks).
Run end-to-end tests, verify data flow, and enable automations in production.
No-code setup is possible using no-code automation tools and built-in connectors. You can connect Forms API to Actionstep by configuring triggers, actions, and data mappings without writing code. For more complex workflows, you can layer in custom rules or conditional logic using webhooks.
The Forms API exposes endpoints to fetch forms and submissions, along with metadata about fields and responses. You can pull form lists, individual submissions, and associated form data to populate Actionstep records. Keep an eye on rate limits and field mappings to ensure clean data flow.
Use token-based authentication over HTTPS, rotate credentials regularly, and apply least-privilege access with scopes like forms.readonly. Store credentials securely and monitor access logs. Consider using IP allowlists and secret vaults for extra security.
Start with GET /forms/ to fetch your available forms, then move to GET /forms/submissions to pull submissions for those forms. This gives you the data you need to map to Actionstep records and test your automations.
Yes. Map custom form fields to corresponding Actionstep fields (contacts, deals, tasks) using your data mapping rules. You can handle nested fields and transformations to fit your schema.
Test the integration with sandbox or test data, verify the data flow end-to-end, and review error logs. Use sample submissions to validate field mappings before going live.
Endpoint documentation is typically provided by the API provider or developer portal. Look for guides on authentication, rate limits, and a reference of endpoints like /forms and /forms/submissions.
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Complete Operations Catalog - 126 Actions & Triggers
