Use a secure API key and OAuth where available. The Workflows API requires scopes such as surveys.readonly to limit access to survey data.
Authenticate the app using your integration credentials and configure secure storage for tokens. Use the least privilege scopes for security.
– Endpoint 1 (GET /surveys/): List all surveys and basic metadata. – Endpoint 2 (GET /surveys/submissions): Retrieve submissions for a given survey. – Endpoint 3: Additional endpoints are documented in the API reference and require proper authentication and scopes. – Endpoint 4-50: See official docs for full endpoint list.
Trigger on new survey submission to automatically start a Deal AI workflow.
Actions: create or update contact, assign a deal stage, and notify the sales team.
Method path: GET /surveys/submissions
Key fields: survey_id, submission_id, respondent_email
Trigger: hourly data sync to pull fresh survey data into Deal AI
Actions: map surveys to deals, create or update records, trigger follow ups
Method path: GET /surveys/
Key fields: survey_id, last_submitted_at, status
Trigger: webhook on submissions to push updates instantly
Actions: update customer records, post activity notes, alert team
Method path: POST /webhooks/surveys/submission
Key fields: webhook_id, event_type, payload
Automate manual data entry by syncing surveys directly into Deal AI workflows
Reduce time to insight with real time data from surveys feeding triggers and actions
Eliminate multiple tools by centralizing data in one platform
Key elements include authentication, endpoints, triggers, actions, and data mapping between survey data and Deal AI records.
A specific URL offered by the Workflows API that performs a defined function such as listing surveys or retrieving submissions.
A server callback that notifies Deal AI of events like new submissions in real time.
The process of verifying identity to access the Workflows API, typically via API keys or OAuth tokens.
The process of aligning fields from survey data to Deal AI fields (e.g., survey_id maps to deal_id).
Capture onboarding responses and automatically start a deal sequence in Deal AI for faster activation.
Use survey results to compute a health score and route deals to owners with automated alerts.
Collect NPS and trigger milestone based actions in the sales pipeline.
Generate a secure API key in the Workflows API dashboard and enable at least surveys.readonly.
Map survey fields to Deal AI fields to ensure correct data flow and triggers.
Run test submissions, verify triggers fire, and set up alerts for failures.
The Workflows API can access survey metadata and response data within the scope granted, such as survey_id titles and submission records. It will not access unrelated app data unless explicitly configured in your scopes. For example, you can limit access to only read surveys. The API supports use cases like syncing new submissions to Deal AI workflows and triggering actions when a survey is submitted.
No heavy coding is required thanks to built in triggers and actions in Deal AI. For advanced needs, you can extend with lightweight scripts or webhooks. If you are using Zapier style automation, you can configure webhooks to handle events and map fields accordingly.
Required scopes include surveys.readonly and optionally surveys.readwrite if you need to modify survey data. Always request the minimum scope necessary for your use case. You can adjust scopes in the app’s admin panel with proper approvals.
All data in transit uses TLS 1.2+; API keys can be rotated and you can enable IP whitelisting. You should store credentials securely, monitor access logs, and follow security best practices.
Yes, webhooks are supported to push events in real time. You can configure a webhook endpoint in Deal AI and test by submitting a survey to verify triggers and actions.
Data mapping is done in Deal AI integration settings. Map fields like survey_id to deal_id and respondent_email to contact email to ensure correct linkage between events and records.
Endpoint documentation is available in the Workflows API docs. The Endpoints list provides details, sample requests, and response schemas to guide your integration.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
