Establish a secure connection by requesting an API key or OAuth token with the scopes required for surveys.readonly. Store credentials securely and test connectivity from Zapier.
Configure the Zapier app to securely authenticate with the Workflows API, including OAuth client details and token refresh handling.
GET /surveys/ — Retrieves all surveys from the Workflows API. Use this to populate survey options in Zapier.\nGET /surveys/submissions — Retrieves submissions for a given survey. Use this to trigger actions in Zapier.
Trigger on a new submission to start an onboarding workflow.
Actions: map submission data to CRM records, create tasks, and advance pipelines.
GET /surveys/submissions
submission_id, survey_id, respondent_email
Trigger when new submissions arrive for any survey
Actions: create or update CRM records, log responses, notify teams
GET /surveys/submissions
submission_id, answers, responder_email
Trigger when an onboarding survey is completed to move a lead to customer status
Actions: create contact, assign onboarding tasks, update deal, send welcome sequence
GET /surveys/
survey_id, responses, user_email
No-code automation — connect apps and data without writing code
Automatic data synchronization across platforms
Scalable workflows with minimal maintenance
This glossary explains the data elements and processes used to connect Workflows API with Zapier App Connector.
A set of rules and endpoints that allow software to communicate and share data.
A specific URL in an API that returns data or performs an action.
The process of proving identity and gaining access to a resource.
A URL that receives real-time notifications when an event occurs in another service.
Automatically pull surveys and route responses to CRM and tasks.
Trigger actions when new submissions arrive, enabling real-time updates.
Coordinate onboarding steps with surveys and CRM to deliver a smooth experience.
Create API keys, configure scopes (surveys.readonly), and test connectivity from Zapier.
Connect endpoints, map fields, and define triggers.
Set up error handling, retries, and dashboards to monitor the integration.
No-code is required — this integration is designed for non-developers to set up in minutes using the Zapier App Connector. You can map fields, set triggers, and automate workflows without writing code. Two quick steps get you connected: authenticate to Workflows API, then connect your Zapier App to start routing data.\nYou can test the connection using Zapier’s built-in test tool and monitor results in real time.
The endpoints used include GET /surveys/ and GET /surveys/submissions. They allow you to list surveys and fetch submissions for processing. If you need additional endpoints, you can expand later.\nUse these endpoints within Zapier to populate triggers and actions for your ABC Trainerize flows.
To test the connection, use Zapier’s test feature or a API client like Postman. Verify that authentication tokens work and that responses are returned as expected.\nCheck error messages and retry behavior to ensure resilience during live runs.
Data fields moved include survey_id, submission_id, respondent_email, and answers. You can map these to CRM fields, tasks, and notes as needed. Ensure privacy controls and field formats align with your data model.\nConsider adding timestamps and user identifiers for audit trails.
Yes. Triggers and actions are configurable in Zapier’s workflow editor. You can add filters, conditional paths, and data transformations to customize behavior.\nTest each path to verify data mapping accuracy and expected outcomes.
There are rate limits and pagination considerations. Use pagination-friendly endpoints and respect quotas to avoid timeouts. Security-wise, always use HTTPS, rotate credentials regularly, and store tokens securely.\nIf needed, implement batching to manage large data sets.
Authentication uses OAuth tokens with automatic refresh where supported. Zapier can refresh tokens automatically; ensure your refresh workflow is configured and that credentials are stored securely.\nMonitor token expiry and set up alerts for any authentication failures.
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Complete Operations Catalog - 126 Actions & Triggers
