Use OAuth 2.0 with the scope surveys.readonly to securely access survey data from the Workflows API.
Connect Zapier App Connector using OAuth 2.0 or API key depending on your setup to securely access data from the Workflows API.
GET /surveys/ — list surveys; GET /surveys/submissions — retrieve submissions. Note: only endpoints 1 and 2 are active on this page.
Trigger: when a new or updated survey is available in Workflows API
Actions: call GET /surveys/ and GET /surveys/submissions to fetch data and map fields to Zapier tasks
Method path: GET /surveys/ and GET /surveys/submissions
Key fields: survey_id, survey_name, date_created, status, submission_id, submission_date
Trigger: new submission detected in Workflows API
Actions: pull latest submissions, filter by date, push to CRM or spreadsheets
Method path: GET /surveys/submissions
Key fields: submission_id, survey_id, charity_id, submission_date
Trigger: a survey is updated or a new submission arrives
Actions: create or update records in a spreadsheet, CRM, or data warehouse
Method path: GET /surveys/ and GET /surveys/submissions
Key fields: survey_id, submission_id, data_fields
No code required to automate data flows between charity data sources and downstream tools
Fast setup using built in endpoints for surveys and submissions
Scalable automation that grows with your charity program
Important terms and processes you’ll encounter when using the Workflows API with Zapier App Connector
A specific URL in the Workflows API that performs a defined action, such as retrieving surveys or submissions.
A collection of questions and responses gathered from a charity activity, stored in the Workflows API.
An individual response entry tied to a survey, including timestamp and respondent data.
A standard protocol for authorization that allows apps to access resources securely without sharing passwords.
Build a live dashboard that pulls surveys and submissions and visualizes charity program results
Automatically push survey results to donor or partner records in your CRM
Generate periodic reports showing survey performance across campaigns
Create an app connection in Zapier and authorize access to the Workflows API using OAuth 2.0
Select GET /surveys/ and GET /surveys/submissions as the primary data sources and map fields to Zapier actions
Create a zap to test retrieval of surveys and submissions and verify data flows
The Workflows API provides programmatic access to charity survey data, including surveys and submissions. You can retrieve, filter, and map data to your workflows. Authentication is required to ensure data remains secure.
No advanced coding is required. Zapier App Connector provides no code triggers and actions. You can configure endpoints and data mappings via the Zapier UI to automate flows.
Only the two endpoints listed above are available for this page: GET /surveys/ and GET /surveys/submissions. Use them to create your automations and then extend with Zapier when needed.
All data is transmitted securely using OAuth and HTTPS. Follow best practices to safeguard credentials, and rotate tokens regularly.
Yes. You can push data to CRMs, spreadsheets, email marketing tools, and other apps supported by Zapier App Connector.
Yes. You can test in a Zapier test trigger or a sandbox environment provided by the Workflows API or the Zapier platform.
If you run into connection issues, verify OAuth scopes, reauthorize the app, and check endpoint availability. Review API docs and Zapier task history for debugging.
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