Use OAuth 2.0 to securely authorize the Zapier App Connector to access your Workflows API data with the surveys.readonly scope.
Zapier App Connector handles token exchange and stores credentials securely, so your team can authorize once and reuse across Zaps.
– GET /surveys/ — Retrieve a list of surveys. – GET /surveys/submissions — Retrieve submissions for surveys.
Trigger a Zap when a new survey is created or updated in Workflows API.
Use the survey data to create records in your CRM, send notifications, or populate dashboards.
GET /surveys/
survey_id, title, created_at
Trigger when a new submission is submitted via /surveys/submissions
Notify teams, create support tickets, or update contact records.
GET /surveys/submissions
submission_id, survey_id, respondent_email, responses
Periodic pull of survey metadata to analytics dashboards.
Update dashboards or BI tools with survey metadata, counts, and trends.
GET /surveys/{id}/metadata
survey_id, metadata
Go from idea to automation in minutes, with no coding required.
Prebuilt triggers and actions let you assemble workflows quickly.
Centralized data routing reduces manual work and errors.
Key elements include endpoints (paths), authentication, triggers, and actions that connect Workflows API data to apps via Zapier.
A URL path that exposes a specific function of the Workflows API, such as GET /surveys/.
The method used to authorize requests to the API, typically OAuth 2.0.
An event in the source system that starts a Zapier workflow, such as a new submission.
A single data point returned by an API response, like survey_id or title.
Create a Zap that compiles key responses into a digest and posts to Slack or Google Docs.
Automatically create or update a contact in your CRM and start an onboarding workflow.
Push tasks to your project management tool when a survey is completed.
Register the Workflows API in Zapier and complete the OAuth flow.
Enter the endpoints you will use (for example, GET /surveys/ and GET /surveys/submissions) and test the connection.
Create triggers and actions to automate your workflow with the data from Workflows API.
The Workflows API provides programmatic access to surveys and submissions so you can automate how data is retrieved and used. Use GET endpoints to pull data into Zapier triggers and actions. Start by testing GET /surveys/ to verify connectivity, then test GET /surveys/submissions to confirm data availability and schema.
Authentication is handled via OAuth 2.0. When you connect the app, Zapier will guide you through granting access and you can refresh tokens as needed. Keep credentials secure by using per-connection setup and restricting scope to surveys.readonly.
Available endpoints include GET /surveys/ and GET /surveys/submissions; endpoint coverage may expand over time with documentation updates. Consult the endpoint docs for details on parameters, pagination, and response fields.
No coding is required to set up triggers and actions in Zapier. The UI guides you through configuration. For advanced use, basic API concepts help you tailor data flows and filtering.
You can access survey metadata, questions, and responses depending on permissions and scope. Remember that surveys.readonly restricts changes, focusing on retrieving data for automation.
Use Zapier’s test connection feature to verify the link, then run a sample Zap to see data flow. Check your authentication status and ensure your account has access to the required data.
Endpoint documentation is available in the Workflows API docs within your GHL account or developer portal. If you need help, contact support and provide your app and endpoint details.
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