Use your Workflows API credentials to authorize requests to the GHL endpoints used by Clearout. Depending on your security posture, you can use API keys or OAuth tokens configured in your Workflows API console.
Clearout authenticates calls to the Workflows API using secured tokens. Store credentials securely and rotate them regularly.
– GET /surveys/ — fetches surveys to populate forms in Clearout. – GET /surveys/submissions — retrieves responses for reporting and automation. – Endpoint 3–54 are available as you scale the integration; start with endpoints 1 and 2 and add more as needed.
Trigger: When a new or updated survey is detected in Clearout, fetch the latest survey structure and responses from the Workflows API.
Actions: Call GET /surveys/ to pull survey data; use GET /surveys/submissions to pull responses; map fields to Clearout records.
GET /surveys/
id, title, created_at
Trigger: Submissions are pushed to Clearout in real time or on a scheduled sync.
Actions: Pull submissions via GET /surveys/submissions; enrich with respondent data; create/update Clearout records.
GET /surveys/submissions
submission_id, survey_id, respondent_email
Trigger: Periodic checks or on-demand status validation.
Actions: Check status via GET /surveys/{id}/status; update dashboards; notify teams.
GET /surveys/{id}/status
survey_id, status, last_updated
No-code setup lets marketers and ops teams connect data flows quickly.
Real-time data sync reduces manual reconciliation and errors.
Easier reporting across both platforms with centralized metrics.
A quick glossary of terms and how the elements fit together for the Clearout + Workflows API integration.
A URL and HTTP method to access a resource in the Workflows API.
A real-time data push from GHL to Clearout when events occur.
Process of verifying identity before granting access to endpoints.
Maximum number of requests allowed per minute or hour.
Send reminders when surveys are incomplete, then pull results automatically.
Display live status of surveys and responses in a central dashboard.
Route leads based on survey answers to appropriate teams.
Obtain your Workflows API credentials and configure them in Clearout.
Select Endpoint1 and Endpoint2 to start syncing surveys and submissions.
Run test syncs and monitor results before going live.
No-code setup is possible with the built-in connectors. You can link Clearout to the Workflows API using a simple API key or OAuth credentials. This makes it easy for non-developers to get data flowing quickly. You can also use the mapping UI to align fields and configure triggers without writing code.
Initial setup typically requires endpoints 1 and 2 (surveys and submissions) to fetch basic data. This provides a solid foundation for automations and reporting. As your use case grows, you can add more endpoints to capture additional data streams.
Data sync can be near real-time, depending on endpoint and rate limits. For most use cases, you’ll see timely updates without noticeable latency. If you need ultra-low latency, adjust the polling frequency within API usage guidelines.
We support API key authentication and OAuth 2.0. Choose the method that aligns with your security policy and update credentials in Clearout. Rotate credentials regularly to maintain security.
Yes, there is a rate limit to protect both systems. Plan your calls and use batching where possible. If you hit limits, stagger requests or upgrade your plan accordingly.
Yes—fields can be mapped between GHL and Clearout. Use the mapping UI to align field names and data formats. This ensures data is stored consistently in both systems.
Troubleshooting tips are available in the docs and the in-app help center. You can also contact support if you run into issues. Common problems include authentication errors, missing permissions, and endpoint availability.
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Complete Operations Catalog - 126 Actions & Triggers
