Obtain API credentials from your GHL account and configure them securely in DocsAutomator to authorize requests to the Workflows API.
DocsAutomator securely stores API keys or OAuth tokens and uses them to sign requests to the Workflows API.
GET /surveys/ — lists all surveys; GET /surveys/submissions — retrieves submissions for surveys
Trigger when a new survey is created or updated in the Workflows API and pull details into DocsAutomator.
Map survey fields (id, title, created_at) to DocsAutomator documents and trigger downstream automation.
GET /surveys/
survey_id, title, created_at, status
Trigger: new or updated submissions feed into DocsAutomator as new records.
Fetch GET /surveys/submissions and map submission_id, survey_id, submitted_at, and responses.
GET /surveys/submissions
submission_id, survey_id, submitted_at, responses
Scheduled pulls keep reports fresh without manual runs.
Create read-only dashboards or documents from surveys and submissions.
GET /surveys/; GET /surveys/submissions
survey_id, submission_count, last_submission_at
Automate document workflows without writing code.
Consolidate survey data into DocsAutomator documents and templates.
Reduce manual data entry and speed up reporting with scheduled syncing.
This section defines the essential elements and processes for integrating the Workflows API with DocsAutomator, including authentication, endpoints, data mapping, and automation triggers.
Application Programming Interface that lets DocsAutomator request data from the Workflows API.
A specific URL that exposes a resource in the Workflows API.
The method used to verify access to the Workflows API, typically API keys or OAuth tokens.
A callback mechanism used to notify DocsAutomator of events in the Workflows API.
Create documents automatically when a survey is submitted, populating fields like customer name and survey results.
Generate real-time or scheduled reports that reflect the latest survey data.
Use templates to standardize how survey data is presented in docs.
Obtain an API key or OAuth credentials from the Workflows API and store them securely in DocsAutomator.
Enter the available endpoints (GET /surveys/ and GET /surveys/submissions) as data sources and map fields.
Run tests, validate data, set refresh schedules, and enable automation.
You can access survey metadata and submission data through the Workflows API. Use the endpoints GET /surveys/ and GET /surveys/submissions to pull data into DocsAutomator documents and automations.
No heavy coding is required thanks to prebuilt connectors and a no code editor. If you need custom data flows, you can add simple steps or use the API credentials to configure the source.
Authentication is via API key or OAuth tokens. Store these securely in DocsAutomator and attach to requests to the Workflows API.
Currently the primary endpoints are GET /surveys/ and GET /surveys/submissions. More endpoints may be added as your GHL plan allows.
In the mapping step, select fields like survey_id, title, and created_at. Map submission fields like submission_id, submitted_at, and responses to doc fields.
Rate limits depend on your Workflows API plan. If you hit limits, stagger requests or upgrade your plan.
Yes. Schedule automatic data pulls to keep docs up to date. Use DocsAutomator scheduling features to run at defined intervals.
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