Set up secure access for the Workflows API by generating an API key, selecting the surveys.readonly scope, and applying best practices for credential storage and rotation.
Enable trusted communication from Cash Flow Portal to GHL by using OAuth client credentials or API tokens, and restricting permissions to what is strictly needed.
Primary endpoints: GET /surveys/ and GET /surveys/submissions. Additional endpoints may be used as needed to support reporting and automation.
Trigger: a new or updated survey is submitted in Workflows API.
Actions: refresh dashboards in Cash Flow Portal, alert teams, and log submissions for follow-ups.
GET /surveys/
survey_id, user_email, submission_status
Trigger: new survey submissions arrive
Actions: feed analytics in Cash Flow Portal and prepare export-ready data
GET /surveys/submissions
survey_id, submission_id, answers
Trigger: submission status completes a defined step
Actions: trigger follow-up emails and create tasks in Cash Flow Portal
N/A
submission_id, status, next_step
No‑code setup enables fast integration and automated data flows without custom code.
All relevant survey data is centralized for real-time insights and reporting.
Scalable automations grow with your business without complex development.
Elements and processes include endpoints, triggers, actions, and data fields used to connect GHL with Cash Flow Portal.
A specific URL and HTTP method exposed by the API used to access data or perform an action.
A condition that starts an automation flow, such as a new survey submission.
The process of verifying identity to authorize API access (e.g., API keys, OAuth).
A response from a survey or form submitted by a user.
Display up-to-date survey responses in Cash Flow Portal with auto-refresh.
Trigger email or in-app prompts after a submission.
One-click export of survey data for stakeholders.
Generate an API key and configure scopes (surveys.readonly) in GHL.
Invite the Cash Flow Portal app and grant the required permissions.
Run test requests, verify data flows, and deploy to production.
You can access survey definitions, submissions, and related metadata through the Workflows API. Use the surveys and submissions endpoints to pull data for dashboards and reports. Always apply the least privilege principle when selecting scopes.
No-code is a cornerstone of this integration. You can connect via intuitive UI tools and webhooks; if you need deeper automation, you can script additional steps with app logic.
Grant permissions that align with your use cases, typically surveys.readonly for data retrieval and read permissions for the app. Rotate credentials regularly.
Data can refresh in real-time or near real-time depending on your setup. Webhooks can push updates instantly, while polling can be scheduled at intervals.
Yes. Cash Flow Portal supports exporting survey data to CSV, Excel, or other formats for distribution to stakeholders.
Rate limits apply. If you exceed them, implement retry logic and exponential backoff to avoid throttling.
Test with sandbox data first. Use test credentials and simulate survey submissions to verify workflow triggers and data mapping.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
