Create an API key in Workflows API and grant it scope surveys.readonly to access survey data from ActiveCollab.
Configure ActiveCollab to accept the Workflows API connection using a client secret or token exchange so data can flow securely.
– GET /surveys/ — Retrieve all surveys; – GET /surveys/submissions — Retrieve survey submissions
Trigger when a new survey is created or a submission is added.
Actions pull surveys and associated submissions to populate ActiveCollab records.
GET /surveys/; GET /surveys/submissions
survey_id, title, status, submission_count
Trigger on new submissions for a given survey.
Actions create or update ActiveCollab tasks linked to the submission data.
GET /surveys/submissions
submission_id, responder_name, response_data, survey_id
Trigger on schedule or on demand sync.
Actions create or update ActiveCollab projects, lists, or contacts from surveys.
GET /surveys/; GET /surveys/submissions
survey_id, endpoint, fields_mapping
Fast setup with no coding required and a visual mapping of fields.
Automated data flow keeps records synchronized without manual effort.
Centralized workflows reduce time to insights and improve accuracy.
Key elements include API endpoints, authentication, field mapping, error handling, and data normalization.
A set of rules that allows different software to communicate and exchange data securely.
The process of proving identity and granting access to the API resources.
A specific URL on an API that performs a defined operation, such as retrieving surveys.
The process of aligning fields from one system to another so data transfers correctly.
Capture survey results and create CRM entries in ActiveCollab automatically.
Turn submissions into ActiveCollab tasks and track progress in one place.
Schedule periodic syncs to refresh project data from surveys.
Create an API key in Workflows API and note the key and secret.
Authorize the connection in ActiveCollab and specify data scope for surveys.
Map survey fields to ActiveCollab fields and run a test sync.
The Workflows API is a RESTful interface that lets you access survey data from ActiveCollab. It enables you to fetch surveys and their submissions for reporting and automation. You can use it to drive workflows without writing code.
A no code integration is often enough. You can authenticate with an API key or OAuth token and configure field mappings in the connector. Advanced setups may involve light scripting, but it is not required for basic use.
The primary endpoints for surveys are GET /surveys/ to list surveys and GET /surveys/submissions to retrieve responses. These endpoints can be combined with filters to pull just what you need.
Authentication typically uses a generated API key or OAuth client credentials. You configure these in the Workflows API and authorize ActiveCollab to access data. Tokens are refreshed as needed.
Yes. You can schedule regular syncs or trigger on events. Use a time-based schedule in your automation workflow to keep ActiveCollab data up to date.
The common mapping covers surveys id, title, status, and submission data. You can extend mappings to include responder names, timestamps, and custom fields as needed.
Full API documentation is available from the Workflows API provider. You can reference endpoint details, authentication methods, and sample requests there.
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Complete Operations Catalog - 126 Actions & Triggers
