Authenticate requests to the Workflows API with your GHL API key and the required scope: surveys.readonly. Store credentials securely and rotate them regularly.
Use Clinicminds API tokens linked to your account, ensuring the token has read access to surveys and related data; keep tokens confidential.
GET /surveys/ — fetch all surveys; GET /surveys/submissions — fetch survey submissions. Additional endpoints may be used as needed for enhanced data sync.
Trigger: A new submission arrives via GET /surveys/submissions
Actions: Create or update a Clinicminds client profile with submission data; log the submission in Workflows API.
GET /surveys/submissions
survey_id, submission_id, respondent_email
Trigger: New or updated surveys detected by GET /surveys/
Actions: Update Clinicminds contact fields with survey results; apply tags.
GET /surveys/
survey_id, title, status, submitted_at
Trigger: On-demand analytics request or scheduled sync.
Actions: Push aggregate results to Clinicminds dashboards; trigger alerts when thresholds are met.
GET /surveys/analytics
survey_id, analytics_id, summary
Automate data flow without writing code, using the Zapier App Connector.
Eliminate manual data entry by syncing surveys directly into Clinicminds.
Gain faster insights with automatic reporting and dashboards.
This section explains core terms and processes used when connecting the GHL Workflows API with Clinicminds.
The GHL API provides programmatic access to your GHL account, including surveys, submissions, contacts, workflows, and automations.
An individual URL path used to perform a specific action or retrieve data.
A callback URL that receives real-time data updates from another app.
The process of validating and granting access to the API for a given app.
When a new survey is submitted, automatically create or update the Clinicminds client profile with responder data.
Append key survey data as custom fields in Clinicminds to improve outreach context.
Use analytics endpoints to populate Clinicminds dashboards showing onboarding status and survey completion.
Obtain an API key or OAuth token from GHL and authorize Clinicminds to access surveys data.
Map survey fields to Clinicminds contact fields to ensure data flows to the right places.
Run test submissions and verify data sync, set up alerts for failures.
The Workflows API integration with Clinicminds enables you to automate the flow of survey data into client records and dashboards without manual steps. It leverages the GHL API to pull survey data and push updates into Clinicminds, ensuring your CRM stays current. This setup is ideal for onboarding, follow-ups, and ongoing patient engagement using no-code automation via Zapier App Connector.
The primary endpoints used are GET /surveys/ to fetch survey lists and GET /surveys/submissions to retrieve responses. Depending on your needs, additional endpoints can be enabled for analytics or extended data sync. Always test endpoints in a sandbox before going live.
Authentication is handled through a GHL API key or OAuth token with the surveys.readonly scope. Clinicminds should securely store credentials and rotate them periodically. Use scoped tokens to minimize risk and follow best practices for secret management.
With surveys.readonly, you can access survey definitions and submissions data. This includes who submitted, when, and the responses. You should map relevant fields to Clinicminds contact fields to enrich profiles and personalize outreach.
Yes. You can test changes in a staging environment or with test submissions to verify data flows. Use limited test data and monitor dashboards to ensure production integrity before enabling live syncing.
Common errors include authentication failures, missing field mappings, and endpoint timeouts. Implement retries with exponential backoff, validate payload schemas, and monitor logs for quick troubleshooting. Alerts can notify you of repeated failures.
Developer resources and docs are available in the GHL API and Clinicminds integration sections. You can also access Zapier App Connector guides for no-code setup and workflow templates to accelerate your implementation.
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