Obtain your API credentials from the Workflows API dashboard, set the scope to surveys.readonly, and test authentication with a quick authorization ping.
Connect Zapier to the Workflows API by entering your API key in the App Connector’s authentication settings and validating the connection.
GET /surveys/ — fetches surveys GET /surveys/submissions — fetches survey submissions
Trigger automatically when there are new or updated surveys and pull data into Accelo via Zapier.
Actions include creating or updating Accelo records, mapping survey fields to existing entities, and sending notifications.
GET /surveys/
survey_id, title, created_at, responses
Schedule regular pulls of survey submissions to refresh dashboards in Accelo.
Actions: bulk-create or update Accelo records, consolidate results, and generate periodic reports.
GET /surveys/submissions
submission_id, survey_id, respondent, submitted_at
On-demand fetches for a specific survey by ID.
Actions: update Accelo records with the latest survey details and statuses.
GET /surveys/{id}
id, name, last_modified, responses
Faster automation setup with visual builders, triggers, and pre-built workflows.
Lower maintenance thanks to automatic field mappings, error handling, and retries.
Unified data flow across Accelo and other apps in your stack with centralized dashboards.
This glossary defines the API endpoints, authentication methods, triggers, actions, and data-mapping concepts used when linking Workflows API with Zapier App Connector for Accelo.
A URL that exposes a specific resource or action in an API.
A method that verifies identity and grants access to API resources.
A callback mechanism that notifies systems when an event occurs.
Aligning data fields between systems so information flows correctly.
Map survey submissions to new or updated Accelo contacts and keep records in sync.
Link survey results to opportunities in Accelo to accelerate follow-ups.
Schedule and send reports derived from survey data to leadership channels.
Obtain an API key, set scope to surveys.readonly, and verify access to Accelo data.
Add the Workflows API connection, map fields, and run test requests.
Create Zap templates that respond to survey events and perform actions in Accelo.
You’ll authenticate using OAuth or API keys depending on the provider and user setup. Ensure the scope is limited to surveys.readonly for read access. Test the connection by performing a quick ping or a test request to GET /surveys/. If you encounter a 401 or 403 error, verify your credentials, scopes, and that the account has access to the Workflows API.
The endpoints listed include GET /surveys/ and GET /surveys/submissions for read-only access to surveys and submissions. Additional endpoints may be available as you enable more features. Always check your provider’s latest docs for endpoints and permissions. Use the ENDPOINTLIST section as a quick reference when building automations.
Map each field from the survey payload to the corresponding field in the Accelo module (contacts, opportunities, or projects). Use Zapier’s built-in field mapping UI to align data types and formats. Test by running sample submissions and verifying in Accelo.
Rate limits depend on the GHL Workflows API plan. If you hit limits, stagger requests, cache responses, and batch updates where practical. Enable retries and exponential backoff to improve reliability. Consider upgrading plans if you need higher quotas for enterprise use cases.
Use the test connection in Zapier to verify credentials and endpoint accessibility. Enable detailed logging, inspect error messages, and check the API provider’s status page for outages. Start with a small, representative payload to isolate issues.
Yes. Zapier offers no-code triggers, actions, and workflows. By mapping endpoints and fields, you can build end-to-end automations without writing code. For more complex logic, you can add filters and formatters within Zapier.
API keys and scopes are typically found in the Workflows API dashboard under your account or developer settings. Save keys securely and grant only the permissions your automation requires. If OAuth is used, complete the consent flow and store the access token.
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Complete Operations Catalog - 126 Actions & Triggers
