To establish the connection, grant the Workflows API the minimum required scope (surveys.readonly) so EFC Aquila can read surveys and their submissions.
Allow EFC Aquila to access your Workflows API data securely by confirming the app’s connection request.
Endpoint1: GET /surveys/; Endpoint2: GET /surveys/submissions; Additional endpoints may be added as needed.
Trigger: when a new survey is created or new submissions are received.
Actions: pull survey data into EFC Aquila as records and update related dashboards.
GET /surveys/
Key fields: id, title, created_at
Trigger: new or updated submissions in surveys.
Actions: push submission data to EFC Aquila as new or updated records.
GET /surveys/submissions
Key fields: survey_id, submission_id, responder_id
Trigger: scheduled reports (e.g., daily or weekly).
Actions: generate and share reports in EFC Aquila or related dashboards.
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Automate data flows between GHL and EFC Aquila without writing code.
Leverage ready-to-use endpoints to accelerate integration and ensure consistent data syncing.
Improve accuracy and timeliness of surveys and submissions in EFC Aquila.
A quick glossary of the core elements and processes used when connecting the Workflows API to EFC Aquila.
A set of endpoints and rules that allow EFC Aquila to request surveys and submissions from the Workflows API.
A URL path for an API operation, such as GET /surveys/, used to perform a specific action.
Permissions granted to a connected app to access API resources.
A defined level of access, like surveys.readonly, that controls what data can be read.
When a new survey is submitted, automatically create onboarding tasks in EFC Aquila and assign to the right team.
Stream survey data into live dashboards in EFC Aquila to monitor engagement.
Schedule weekly summaries of survey responses and share with stakeholders in EFC Aquila.
In your GHL account, authorize the Workflows API for EFC Aquila with the required scope (surveys.readonly).
Select GET /surveys/ and GET /surveys/submissions and map key fields to EFC Aquila records.
Run tests to verify data syncing, then enable automation in production.
The GHL API name in this guide is Workflows API. It identifies which API you are connecting to from GHL. This helps ensure the correct data pathways are established between GHL and the connected app. Using the Workflows API ensures you access the specific data structures for surveys and submissions when paired with EFC Aquila.
The app connected is EFC Aquila, acting as the Zapier App Connector for workflow automation. This pairing allows automation of survey data between GHL and EFC Aquila without custom code. Both systems collaborate to read surveys and submissions and push updates to dashboards and records in EFC Aquila.
Surveys.readonly scope allows reading survey definitions, responses, and submissions. It does not permit creating or deleting data; use appropriate scopes for write access if needed.
Authorization is performed in your GHL account by granting permission to the EFC Aquila app to access the Workflows API. You’ll be prompted to approve the requested scopes and to confirm the connection.
If more endpoints are required, you can request additional endpoints or adjust mappings in the connector. Updates may involve expanding the API scope or adding new mappings between GHL and EFC Aquila.
Testing involves running a dry-run or sandbox to verify data is pulled correctly. Check logs and sample records in EFC Aquila to confirm fields align and that records are created as expected.
Monitoring is typically available in the connector dashboard where you can view sync status, recent runs, and any errors. Set up alerts to be notified of failures for rapid remediation.
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