How to connect Crmble to Workflows API

Integrate Crmble with the Workflows API to automate survey data and submissions.

How Crmble connects with the Workflows API

This overview explains how Crmble and the Workflows API work together to transfer surveys data, fetch submissions, and trigger actions when data changes.

Authentication for Workflows API

Crmble authenticates to the Workflows API using either an API key or OAuth 2.0. Choose the method that fits your project and enter the credentials in Crmble’s connection settings.

Crmble Authentication

To authorize Crmble with the Workflows API, create credentials in the API, then paste the token or client credentials into Crmble’s connection screen. Save and test the connection.

Crmble Endpoints Used

Endpoints in this guide include GET /surveys/ to list surveys and GET /surveys/submissions to fetch submissions. Additional endpoints are available in the API reference as your integration grows.

Top 3 Crmble + Workflows API connection options

API Key in Headers

Trigger: Crmble sends authenticated requests to Workflows API when a survey is created or a submission is updated.

Actions: Retrieve surveys, pull submissions, and push results using standard GET calls.

GET /surveys/; GET /surveys/submissions

survey_id, submission_id, timestamp

Top 3 Crmble + Workflows API connection options

OAuth 2.0 Authorization

Trigger: You authorize Crmble to access your Workflows API account.

Actions: Obtain access token and refresh token; use token to call endpoints.

GET /surveys/; GET /surveys/submissions

client_id, client_secret, access_token

Top 3 Crmble + Workflows API connection options

Webhooks / Push Sync

Trigger: Crmble events push data to Workflows API via webhooks.

Actions: Create or update Workflows API resources when Crmble detects changes.

Depends on the endpoint; typically POST/PUT for updates, GET for reads.

webhook_id, payload_signature

No-code benefits of connecting Crmble and Workflows API

No-code automation: set up connections in minutes without writing code.

Real-time data sync between Crmble and Workflows API to keep dashboards current.

Centralized workflow automation across apps and surveys.

Key Terms and Glossary

Below are essential terms and process steps to help you understand the Crmble ↔ Workflows API integration.

API Key

A secret token used to authenticate API requests.

Endpoint

A URL path in the API that performs a specific action.

OAuth 2.0

An authorization framework that grants limited access to an API on behalf of a user.

Webhook

A method for apps to send real-time data to each other via HTTP callbacks.

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3 Creative ideas for Crmble + Workflows API

Auto-create surveys from Crmble submissions

Automatically generate surveys in Workflows API when a Crmble submission is received.

Sync Crmble contact updates to Workflows API

Push changes in Crmble contacts to the corresponding records in Workflows API.

Two-way status synchronization

Keep Crmble and Workflows API statuses aligned for accurate reporting.

3 Easy Steps to Connect Crmble with Workflows API

Step 1: Gather credentials

In Workflows API, generate an API key or OAuth client credentials for Crmble.

Step 2: Configure the Crmble connector

Enter your credentials into Crmble’s connection setup and select the required permissions.

Step 3: Test and activate

Run test calls, verify data flow, and enable the integration for production.

Frequently Asked Questions

How do I authenticate with the Workflows API from Crmble?

You can authenticate Crmble to Workflows API using an API key or OAuth 2.0. Start by generating an API key in the Workflows API console and selecting Crmble as a trusted app. In Crmble, paste the key into the authentication field and save. Test the connection to confirm access to GET /surveys/ and GET /surveys/submissions. If you prefer OAuth, register Crmble as an OAuth client, obtain an authorization code, exchange it for an access token, and refresh tokens as needed. Crmble will use this token to sign requests automatically.

Crmble will utilize the endpoints relevant to surveys and submissions: GET /surveys/ to list surveys and GET /surveys/submissions to retrieve submissions. Other endpoints may be used as you extend the workflow, such as creating or updating submissions or surveys. Refer to the API reference for endpoint details and required parameters. You can test calls directly from Crmble’s connection tester or from your API client to verify responses before going live.

Yes. No-code automation allows you to set up a Crmble ↔ Workflows API connection without writing code. Use Crmble’s built-in connectors to map data fields and trigger actions based on survey events. For advanced users, you can still customize endpoints, triggers, and data mappings via the API reference and conditional logic in Crmble’s automation builder.

Absolutely. The no-code setup guides you through credentials, endpoint selection, and mapping fields. You can test the integration and enable it with a single click. If needed, Crmble offers a guided setup flow to simplify common use cases.

Credentials may expire or be rotated periodically. If a token becomes invalid, Crmble will prompt you to re-authenticate or refresh the token. In API-key scenarios, rotate keys regularly and revoke unused keys.

Common issues include invalid credentials, insufficient scopes, or network errors. Start by re-checking your Crmble connection settings, verifying the credentials, and ensuring the Workflows API is reachable. Review error messages and consult the API reference for required parameters.

API documentation is available in the Workflows API reference and Crmble integration guides. You can access the docs from Crmble’s connector page or the Workflows API developer portal. If you need help, contact support with your account details.

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Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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