Use the recommended authentication flow to securely obtain and refresh access tokens for every request to the Workflows API. Store credentials safely and rotate them periodically.
Authenticate APPNAME with the Workflows API by exchanging your APPNAME credentials for an access token, then include that token in the Authorization header of each call.
– GET /surveys/ — Retrieve all surveys available in the Workflows API. – GET /surveys/submissions — Retrieve submissions for surveys collected from APPNAME. – Endpoint3-Endpoint17 — Additional endpoints are documented in the API docs and may be used as needed.
When a survey becomes available or is updated in APPNAME, trigger a corresponding workflow in Workflows API to start follow-up actions.
Actions include creating tasks, updating records, sending notifications, and logging results back to APPNAME.
Method: GET, Path: /surveys/
survey_id, title, status, created_at
Trigger when a new submission is created in a survey within APPNAME to propagate data to the Workflows API.
Actions include updating APPNAME records, creating CRM activities, and routing analytics events.
Method: GET, Path: /surveys/submissions
submission_id, survey_id, respondent, submitted_at
Schedule periodic imports to bring large batches of survey data into APPNAME from the Workflows API.
Note: Bulk operations may use a batch endpoint not listed here; consult the API docs for supported batch methods.
batch_id, total_records, status
Automate repetitive tasks without writing code, freeing time for strategic work.
Move data between APPNAME and GHL seamlessly in real time to keep records in sync.
Centralize automations in a single interface for easier maintenance and updates.
This section defines the essential elements—endpoints, triggers, actions, authentication, and data mapping—that power the APPNAME and Workflows API integration.
An event that starts an automation, such as a new survey submission in APPNAME.
A specific API URL that performs an action or returns data.
A URL that receives real-time data pushes from external systems.
Credentials and tokens used to verify identity and authorize API requests.
When a survey is completed in APPNAME, automatically launch a tailored customer journey in Workflows API to nurture leads.
Push live survey results to dashboards to measure engagement and optimize campaigns.
Archive historical survey data from APPNAME and generate automated reports for stakeholders.
Obtain credentials from GHL and securely store them in APPNAME, then request an access token.
Map APPNAME fields to Workflows API endpoints to enable real-time data sync and accurate triggers.
Run test flows to validate data mapping and automation reliability before going live.
The Workflows API exposes endpoints to fetch surveys and submissions that APPNAME can trigger. It enables you to build automated flows around survey data. Start by authenticating and then call the endpoints to retrieve or push data as needed. Next, map the data fields between APPNAME and Workflows API to ensure accurate transfers and triggers.
Coding is not mandatory for basic integrations. The Workflows API is designed for no-code or low-code setups via connectors. Use webhooks, triggers, and actions to automate without writing complex scripts. If you need custom logic, lightweight scripts can be introduced as needed.
Security is prioritized. Use OAuth or API keys, rotate tokens regularly, and restrict scopes to minimum access. Always store credentials securely and monitor for unusual activity. For production, prefer short-lived tokens and encrypted storage.
The primary endpoints for surveys are GET /surveys/ and GET /surveys/submissions. Additional endpoints may exist but are not listed here; refer to the official API docs for the full catalog. You can filter results by survey_id or date ranges as supported by the API.
Yes. You can set up real-time or scheduled sync from APPNAME to GHL using triggers and webhooks. This ensures data remains up-to-date across systems with minimal manual effort.
If you need to modify fields in submissions, update the mapping between APPNAME and Workflows API endpoints. You can also use upsert actions to reconcile changes and avoid duplicates.
API docs for the Workflows API and APPNAME integration are typically available in the developer portal of GHL. Look for endpoint catalogs, authentication guides, and example workflows.
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Complete Operations Catalog - 126 Actions & Triggers
