Use your GHL API key or OAuth credentials to authorize requests to the Workflows API. Keep credentials secure and rotate them regularly.
Connect 2Chat to the Workflows API using the recommended auth method. Authenticate once and refresh as needed to maintain a secure connection.
GET /surveys/ — Retrieve surveys; GET /surveys/submissions — Retrieve survey submissions. Additional endpoints can be added as you scale.
Trigger on a new survey submission to automatically post a tailored 2Chat message.
Actions include posting a 2Chat message, tagging the user, and logging the interaction in Workflows.
Example paths: GET /surveys/submissions to pull data; POST /2chat/messages to push a message.
Key fields: survey_id, submission_id, user_id, message_template_id.
When a 2Chat event occurs, update the related CRM record via Workflows API.
Actions: update fields, create follow-up tasks, sync contact data.
Paths: POST /crm/contacts, PATCH /crm/contacts/{id}
Key fields: contact_id, crm_id, field_updates.
Trigger when 2Chat data should enrich a survey or contact record.
Actions: append data to survey, push enriched fields to CRM, trigger follow-ups.
Paths: POST /surveys/{id}/enrich, POST /contacts/{id}/enrich
Key fields: id, enriched_field, value.
Build powerful automations without writing code.
Accelerate onboarding and follow-ups with instant data sync.
Centralize data flow across surveys and chat for better insights.
Key elements include endpoints, triggers, actions, authentication, and data mapping. Understand how records flow from Workflows API to 2Chat.
Application Programming Interface (API) defines how software components communicate, enabling automations between services.
A webhook is a user-defined callback URL that receives real-time updates from an app when events occur.
An endpoint is a specific URL on an API where you can perform a request to access data or trigger an action.
Authentication verifies identity before allowing API access, typically via API keys or OAuth tokens.
Trigger a personalized 2Chat welcome message when a new survey is submitted.
Use survey responses to tailor follow-up messages in 2Chat.
Enrich contact data in your CRM by pushing 2Chat data through the Workflows API.
Enter your GHL credentials and grant access to the Workflows API.
Choose the endpoints you’ll use (surveys, submissions) and map fields to 2Chat.
Create automations that send messages from 2Chat based on survey activity.
No coding is required for this integration. The Workflows API and 2Chat are designed for no-code automation, using triggers, actions, and field mappings to connect data. Start with a template and customize mappings in minutes. If you run into edge cases, use conditionals and built-in helpers to handle them without writing code.
You will typically need endpoints for surveys and submissions (GET /surveys/ and GET /surveys/submissions). Map the relevant fields from survey data to 2Chat message payloads. As your use case scales, you can enable additional endpoints to fetch more data.
Security is handled with API keys or OAuth tokens, scoped access, and encrypted transmission. Rotate credentials regularly and adhere to least-privilege access to minimize risk. You can also enable webhook verification to ensure data integrity.
Yes. You can map and rename fields between Workflows API and 2Chat, and define data transforms. This ensures the messages and CRM fields reflect the exact information your team needs.
Absolutely. Use sandbox or test endpoints, and simulate survey submissions to verify automations before going live. Review logs in Workflows API and 2Chat to validate behavior.
The integration supports near real-time updates, depending on your trigger and polling settings. For most use cases, changes flow within seconds.
API docs are available in your service dashboard and developer portal. If you need help, contact support or open a ticket from the integration settings.
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Complete Operations Catalog - 126 Actions & Triggers
