Authenticate requests to the Workflows API using the prescribed method (OAuth 2.0 or API keys) with the scope surveys.readonly. This ensures Copy-ai can read surveys and submissions securely.
Authenticate Copy-ai to access the Workflows API by configuring app credentials and secure tokens in your connector. Use the Zapier app connector or your preferred integration platform to manage credentials.
GET /surveys/ — Retrieve all surveys; GET /surveys/submissions — Retrieve survey submissions.
Triggered when a new submission is created; fetch data via GET /surveys/submissions to drive actions in Copy-ai.
Actions include creating or updating records in Copy-ai, and initiating downstream automations in GHL.
GET /surveys/submissions
submission_id, survey_id, respondent_name, responses
Triggered on a scheduled sync or manual pull to refresh survey metadata.
Actions include storing survey metadata in Copy-ai, updating dashboards, and triggering analytics.
GET /surveys/
survey_id, title, date_created, status
Triggered when detailed submission data is needed for reports or automation.
Map detailed fields to Copy-ai records; trigger insights, create tasks, or update CRM fields.
GET /surveys/submissions
submission_id, survey_id, questions, answers, submitted_at
Automate data flows without writing code, saving time and reducing manual work.
Consistent data mapping between surveys and automations, improving accuracy.
Faster time-to-value with ready-to-use endpoints and triggers.
Key elements include endpoints, authentication, data mapping, and triggers; processes cover connection, testing, and deployment.
Application Programming Interface — a set of rules that allows software components to communicate.
A specific URL and method in an API that performs a function, such as GET /surveys/.
The process of proving identity to access an API, typically via API keys or OAuth.
A real-time notification mechanism that pushes data from an API to your app when events occur.
Route survey responses into Copy-ai automations to trigger personalized outreach and reminders.
Build a live dashboard in Copy-ai that reflects survey data from the Workflows API.
Use endpoint data to forecast trends and trigger alerts to teams.
Obtain credentials for the Workflows API and Copy-ai, then securely configure them in your connector.
Add GET /surveys/ and GET /surveys/submissions in the app connector and map relevant fields.
Run tests, verify data mapping, and deploy to production with monitoring.
You authenticate the GHL Workflows API and Copy-ai connection using secure credentials and the required scope. Follow the provider’s documentation to obtain your API key or OAuth tokens, and configure them in the app connector. Regularly rotate credentials and store them securely.
The essential endpoints for this integration are GET /surveys/ and GET /surveys/submissions. You may also use these endpoints in combinations to fetch metadata and detailed responses for downstream automations.
GET /surveys/ returns the list of surveys, while GET /surveys/submissions returns individual submissions. You can map fields from these responses to Copy-ai fields and trigger actions accordingly.
No code is required if your integration platform provides a visual builder. You can configure requests, map fields, and set triggers using a no-code interface. For complex logic, light scripting in the platform is optional.
Map source fields (survey_id, title, submission details) to corresponding Copy-ai fields. Use simple type handling and data transformations to align data formats.
API rate limits vary by provider. Plan for retries and implement efficient field mappings to avoid excessive calls. Use caching where possible.
For support, check the provider’s documentation, community forums, or contact the support team of your integration platform. If you need tailored help, open a support ticket.
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Complete Operations Catalog - 126 Actions & Triggers
