In GHL, generate or select a Workflows API key and grant the Convoso integration access to the required scopes.
In Convoso, configure the connection using the GHL-provided credentials to enable authenticated requests to the Workflows API.
Endpoint1: GET /surveys/; Endpoint2: GET /surveys/submissions; Endpoint3-53: additional endpoints available as you extend the integration.
Trigger on new survey submission to start a targeted Convoso workflow via the Workflows API.
Actions include mapping response fields, updating contact profiles, and enrolling respondents into campaigns.
Method/path: GET /surveys/ to fetch surveys and GET /surveys/submissions to fetch responses.
Key fields: survey_id, submission_id, respondent_email, status, score.
Trigger when survey results update a contact in Convoso, driving CRM accuracy.
Actions: map fields to Convoso contact properties, create or update records, trigger follow-up campaigns.
Method/path: POST /surveys/submissions for new responses; PUT/PATCH as needed for updates.
Fields: contact_id, survey_id, submission_id, responses, timestamp.
Trigger: event-driven updates push from Workflows API to Convoso in real time.
Actions: push event payloads, update activity logs, and alert teams as needed.
Method/path: POST /events to stream live events.
Fields: event_id, type, timestamp, payload, related_contact_id.
Faster automation without custom development by linking survey data directly to Convoso campaigns.
Unified data flow: one source of truth for contacts, surveys, and campaign triggers.
Auditable workflows with logs and timestamps for compliance and troubleshooting.
Key elements and processes you’ll encounter when using the Workflows API with Convoso.
A URL and method used to perform an action in an API.
Verifying identity to access endpoints and data.
A real-time notification sent from one system to another.
The data sent with an API request or event.
Automatically enroll customers in targeted Convoso campaigns when a survey is submitted via the Workflows API.
Stream events to Convoso to update dashboards and trigger alerts for teams.
Schedule nightly syncs to consolidate survey results into Convoso contact records.
In GHL, generate an API key for the Workflows API and share it with Convoso; keep credentials secure.
Enter endpoint URLs (GET /surveys/, GET /surveys/submissions) and map data fields between systems.
Run test requests, verify data integrity, and enable live mode with monitoring.
Begin by authenticating with your GHL account and generating a Workflows API key. In Convoso, configure the connection using that key and set the required scopes to read surveys and submissions. Test the connection to confirm data can flow between systems. This setup creates a stable bridge for automating tasks between Convoso and your campaigns. The Workflows API acts as the backbone for data transfer and event triggers.
No traditional coding is required. The integration uses standard API calls and field mappings within the GHL connector. You can configure endpoints, map fields, and set triggers in a no-code or low-code fashion. For advanced use cases, lightweight scripting can be used, but it is not necessary for the core connection.
The critical endpoints are GET /surveys/ and GET /surveys/submissions. Depending on your needs, you may also use POST /surveys/submissions to push responses or PUT to update them. Map necessary fields such as survey_id, submission_id, and respondent_contact to Convoso records.
Use HTTPS, rotate API keys regularly, and assign least-privilege scopes to the integration. Store credentials securely and monitor for unusual activity. GHL provides audit logs for credential access and API usage.
Yes. You can set a trigger on new or updated survey submissions to start Convoso workflows. This keeps campaigns timely and relevant as data flows in real time.
Real-time streaming is supported via event endpoints. When configured, events push to Convoso and can update dashboards or trigger alerts instantly.
Documentation and endpoint references are available in the GHL developer guides and the Convoso integration docs. Look for sections covering Surveys, Submissions, and Events to get started.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
