How to Connect Zapier App Connector to Workflows API

Seamless automation between Workflows API and Zapier App Connector

Steps to connect Workflows API with Zapier App Connector

This guide shows how to authorize access, configure endpoints, and map survey data from the Workflows API into Zapier App Connector to automate Accredible Certificate workflows.

GHL API Authorization

To connect, grant Zapier App Connector permission to access the Workflows API using OAuth or an API key, then select the scopes needed to pull surveys and submissions.

Zapier App Connector Authorization

Complete the OAuth flow in Zapier or provide your API key to authorize the Zapier App Connector to manage survey data and certificate data through the Workflows API.

Workflows API Endpoints

Primary endpoints: GET /surveys/ and GET /surveys/submissions. Other endpoints can be added as needed.

Top 3 Connections between Workflows API and Zapier App Connector

1) Fetch Surveys and Submissions

Trigger: When a new submission is received or an existing one is updated, automatically sync to your app.

Actions: Retrieve survey data, pull submission details, and map them to your app fields (e.g., name, email, certificate status).

Method Path: GET /surveys/ and GET /surveys/submissions

Key Fields: survey_id, submission_id, respondent_email

Top 3 Connections between Workflows API and Zapier App Connector

2) Authentication and Security

Trigger: OAuth token refresh ensures continuous access without manual reauth.

Actions: Store tokens securely, manage scopes, and log access events.

Method Path: POST /oauth/token or refreshing tokens as needed

Key Fields: access_token, refresh_token, expires_in

Top 3 Connections between Workflows API and Zapier App Connector

3) Data Mapping and Field Sync

Trigger: Schedule or event-based data sync to keep records in sync.

Actions: Map API fields to your app’s schema, handle nested respondent data, and set up error handling.

Method Path: GET /surveys/ and GET /surveys/submissions (used for data mapping)

Key Fields: mapping_strategy, field_mappings, nested_data_handling

No‑Code Benefits of Connecting Workflows API with Zapier App Connector

Automate certificate workflows without writing a line of code

Real-time data sync between survey results and certificate issuance in your stack

Centralized automation hub for all credentialing workflows with a single integration point

Glossary of Key Terms

A concise glossary section outlining the API, OAuth, endpoints, and data mapping terms used in this integration.

API

An interface that lets two systems communicate by requesting and sending data over HTTP.

OAuth 2.0

A standard authorization framework that allows apps to access a user’s data securely without sharing passwords.

Endpoint

A specific URL in an API that performs an action or returns data.

Webhook

A mechanism for an API to push data to your app in real time when an event occurs.

People also Search for:

Creative ideas for connecting Workflows API with Zapier App Connector

Idea 1: Auto-create certificates from survey submissions

Map response fields to Accredible certificate data and issue certificates automatically when a survey is submitted.

Idea 2: Update CRM when certificates are issued

Push certificate events to your CRM or LMS to keep records current.

Idea 3: Schedule reminder notifications for certificate renewals

Set up a workflow to ping your team or user when a certificate is nearing expiration.

Three Steps to Connect Workflows API with Zapier App Connector

Step 1: Authorize and connect

Complete the OAuth flow or provide an API key to authorize Zapier App Connector to access Workflows data.

Step 2: Choose triggers and actions

Pick the survey-related triggers and map actions to your app fields.

Step 3: Test and deploy

Run tests to verify data flows correctly and deploy to production.

Frequently Asked Questions

What is the Workflows API?

Yes. The Workflows API provides endpoint GET /surveys/ and GET /surveys/submissions to fetch data. With the Zapier App Connector, you can connect to these endpoints and pull data into your apps. You can also extend with additional endpoints as needed. The integration supports composing data flows from surveys into downstream systems like Accredible certificates. In practice, you can trigger events when new submissions arrive and map the fields to certificate data.

Yes, you can access multiple endpoints within a single Zap by adding multiple steps that fetch different datasets. Manage scopes and authentication to control what data is accessible across those endpoints. If you need more than the basics, you can add layered steps to chain actions and keep data in sync.

No heavy coding is required. The Zapier App Connector provides a no-code UI to set up authentication, triggers, and field mappings. For advanced flows, you can incorporate simple transformers or conditional logic, but most setups are achievable through guided UI.

You’ll typically need read access to surveys and submissions. If you plan to write back or create/update records, you may require write or admin permissions. Always grant the minimum scopes necessary for your automation and review access periodically.

Rate limits depend on your API plan and endpoint usage. If you exceed limits, implement backoff strategies or spread requests across multiple Zaps. Webhooks can help reduce polling overhead and stay within quotas.

Use Zapier’s field mapping UI to align API fields with your app’s schema. For nested data, flatten or transform fields as needed, and consider using code steps for custom transformations if supported by your plan.

Test the integration by running a test Zap with sample submissions. Verify that data lands in the expected app fields and that certificate data is issued correctly. Use the Zapier task history and API logs to troubleshoot any mismatches.

New Server SALE!

Due to high volume, we will be upgrading our server soon!

Prices Go UP in:

Days
Hours
Minutes
Seconds

Monthly Access

Full Endpoint Access
$ 49
99
Monthly
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Popular

Annual Access

Full Endpoint Access
$ 37
49
Billed Annually
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Save 25%

Lifetime

Full Endpoint Access
$ 999
99
One-time Fee
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Best Value

🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
Browse Our App Connections

Legal Services

Our Services

Business API
Business API
Calendars API
Calendars API
Contacts API
Contacts API
Conversations API
Conversations API