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.
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.
Primary endpoints: GET /surveys/ and GET /surveys/submissions. Other endpoints can be added as needed.
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
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
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
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
A concise glossary section outlining the API, OAuth, endpoints, and data mapping terms used in this integration.
An interface that lets two systems communicate by requesting and sending data over HTTP.
A standard authorization framework that allows apps to access a user’s data securely without sharing passwords.
A specific URL in an API that performs an action or returns data.
A mechanism for an API to push data to your app in real time when an event occurs.
Map response fields to Accredible certificate data and issue certificates automatically when a survey is submitted.
Push certificate events to your CRM or LMS to keep records current.
Set up a workflow to ping your team or user when a certificate is nearing expiration.
Complete the OAuth flow or provide an API key to authorize Zapier App Connector to access Workflows data.
Pick the survey-related triggers and map actions to your app fields.
Run tests to verify data flows correctly and deploy to production.
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.
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