Use the recommended scopes (surveys.readonly) and choose OAuth 2.0 or API key as your method. Test the connection in a sandbox before going live.
Store credentials securely, rotate keys, and use the built-in test connection to verify access to the Workflows API endpoints.
– GET /surveys/ – GET /surveys/submissions
Trigger: a new or updated survey appears; fetch list via GET /surveys/.
Actions: create a Zap trigger, pass survey metadata to downstream apps, push to spreadsheets.
Method: GET; Path: /surveys/
Key fields: id, title, created_at, updated_at
Trigger: new submissions arrive; use GET /surveys/submissions to pull data.
Actions: update CRM contact, notify team, archive submission.
Method: GET; Path: /surveys/submissions
Key fields: submission_id, survey_id, respondent, submitted_at
Trigger: future endpoints under the Workflows API can extend automation.
Actions: map to custom fields, create tasks, or sync records.
Method: GET/POST as endpoints become available
Key fields: TBD with endpoint expansion
Automate repetitive surveying tasks without writing code.
Sync data across apps in real time, improving reporting.
Prototype new survey-led workflows quickly.
A concise glossary of elements (surveys, submissions, authentication) and processes (triggers, actions, data mappings) used to integrate the Workflows API with Zapier App Connector.
Programmatic access to GHL resources like surveys and responses via REST endpoints.
User responses captured for a survey.
Collections of questions, options, and metadata for a survey.
Techniques to verify identity when calling the API (OAuth2, API keys, and token scopes).
Schedule periodic pulls of surveys to keep dashboards fresh without manual checks.
Automatically push new survey responses to your CRM or support system.
Fetch survey structure and populate web forms or onboarding flows in connected apps.
Obtain credentials and set the scope to surveys.readonly, then test the connection.
Choose endpoints GET /surveys/ or GET /surveys/submissions as triggers and configure data mappings.
Run tests to verify triggers and actions and deploy to production.
The Workflows API exposes endpoints to access surveys and responses. It allows you to fetch survey lists and submissions. You can use these endpoints in Zapier to automate data flow, trigger actions, and create records in connected apps.
Authentication is handled via OAuth 2.0 or API keys with a defined scope (surveys.readonly). After granting access, test the connection using the sandbox environment before moving to production. Keep credentials secure and rotate keys regularly.
Current endpoints include GET /surveys/ and GET /surveys/submissions. As needs grow, new endpoints may be added; monitor your app connector for updates and adjust mappings accordingly.
Yes. This integration is designed for no-code automation. You can connect Workflows API to Zapier App Connector without writing code, using triggers, actions, and data mappings.
Use Zapier’s built-in tester to verify triggers and actions. Validate data flow by running sample requests and inspecting logs for errors or mismatches in fields.
You can pull fields such as id, title, respondent details, and submitted_at from submissions, and map them to your destination apps (CRM, spreadsheets, analytics, etc.).
Yes. You can customize how fields map to destination app fields, apply transformations, and format data using Zapier’s data mapping features.
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Complete Operations Catalog - 126 Actions & Triggers
