Authenticate securely using your Workflows API credentials. For this integration, grant the surveys.readonly scope and use OAuth 2.0 or API keys as provided by the GHL admin console.
Configure Actionstep to accept connections from the Workflows API by exchanging client credentials, setting the redirect URI, and securely storing tokens. Use Actionstep’s client ID and secret to finalize the connection and rotate keys regularly.
– GET /surveys/: Retrieve a list of surveys from the Workflows API. – GET /surveys/submissions: Retrieve submissions for a survey. – Additional endpoints are available in the API reference; this page covers the core endpoints used for the Actionstep integration.
When a new survey submission is captured by Workflows API, automatically trigger a workflow in Actionstep to update client records or create follow-up tasks.
Actions: update or create a contact in Actionstep, create a task, and attach submission data as notes.
GET /surveys/
survey_id, respondent_email, responses, submission_timestamp
Triggered when a new submission is created or updated in Workflows API.
Create or update a contact in Actionstep; append submission data as a note; update related tasks or cases.
GET /surveys/submissions
survey_id, submission_id, answers, timestamp
Triggered when a submission meets defined criteria (e.g., score above threshold).
Send alert to team, create a high-priority task in Actionstep, and log activity.
GET /surveys/submissions
survey_id, submission_id, alert_status, assigned_to
Automate survey-driven workflows in Actionstep without writing code.
Bi-directional data flow between Workflows API surveys and Actionstep client records.
Reduce manual data entry, speed onboarding, and improve accuracy.
Key elements include authentication, endpoints, field mapping, and real-time triggers that power the integration.
Definition: The process of verifying and authorizing access between GHL Workflows API and Actionstep.
Definition: An API path used to request or manipulate data (e.g., GET /surveys/).
Definition: A callback URL that the API calls when events occur (e.g., on new submission).
Definition: Aligning fields between Workflows API and Actionstep to ensure data integrity.
Route new customer surveys from Workflows API into Actionstep onboarding tasks and client files.
Automatically update case notes in Actionstep when surveys are submitted or updated.
Trigger real-time alerts to teams when high-priority survey responses are recorded.
Create and securely store your Workflows API credentials and Actionstep app credentials.
Map survey fields to Actionstep fields to ensure data aligns.
Run test submissions, verify data flows, and switch to live mode after successful validation.
OAuth 2.0 or API keys provide a secure authentication mechanism between Actionstep and the Workflows API. For this integration, grant the surveys.readonly scope to access survey data. Store credentials securely, rotate keys regularly, and monitor activity to prevent unauthorized access.
The core endpoints used here are GET /surveys/ to list surveys and GET /surveys/submissions to fetch responses. Additional endpoints exist in the API reference and can be mapped for advanced automations as needed.
No-code setup is possible for many flows, especially basic data transfers and task creation. You still may need to map fields and test endpoints. The connector provides visual builders and presets to minimize coding.
Security relies on OAuth 2.0, API keys, encryption in transit, and role-based access controls. Use scoped permissions and secure key storage. Regularly review access and rotate credentials.
Yes—field mappings can be configured in the connector to align Workflows API data with Actionstep fields. Validate mappings with test submissions before going live.
Use a sandbox or test environment to simulate submissions and verify triggers. Review logs, verify data integrity, and enable live mode only after successful validation.
API rate limits and quotas are documented in the API reference. If you hit limits, consider batching requests, staggering calls, or upgrading to a higher plan.
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Complete Operations Catalog - 126 Actions & Triggers
