To access the Workflows API, obtain a token with the surveys.readonly scope. Use your GHL developer credentials to generate a key or OAuth token and keep it secure.
In Zapier, create a connection for the Workflows API using the token from GHL. Validate the connection by testing a sample request.
Used endpoints: GET /surveys/ (fetch surveys) and GET /surveys/submissions (retrieve survey submissions).
Trigger when a new or updated survey appears in Workflows API to start a Zap.
Actions can include creating a record in your CRM, updating a contact, or sending a notification.
GET /surveys/
survey_id, title, status, updated_at
Trigger when a survey submission is received in Workflows API.
Actions: post to Slack, email, or task creation with submission details.
GET /surveys/submissions
submission_id, survey_id, respondent_email, submitted_at
Time-based triggers export survey data on a cadence you choose.
Actions: export to Google Sheets, CSV, or a data warehouse.
GET /surveys/
survey_id, title, total_submissions, last_exported
Connect in minutes without writing code
Visual workflow builder maps fields between GHL and your apps
Scale with more endpoints and automation as your needs grow
Key elements: API endpoints, triggers, actions, and data mapping. Core processes include authentication, data retrieval, transformation, and delivery.
A specific URL in GHL you call to retrieve or modify data.
The process of proving identity and obtaining access to GHL data via tokens or keys.
An event in GHL that starts a Zapier workflow (for example, a new survey or new submission).
An operation performed in response to a trigger (such as creating a contact or sending a message).
A Zapier workflow creates tasks in your project management tool whenever a new survey is published in GHL Workflows API.
Send real time alerts or daily summaries to your team via Slack or email when new submissions arrive.
Automate exporting survey results to Google Sheets or CSV on a schedule for reporting.
In Zapier, add a connection for the Workflows API using your GHL API key with the surveys.readonly scope, then test.
Select a trigger such as New or Updated Survey to kick off your Zap.
Add actions to push data to your apps or notify teammates, using data from the GET /surveys and GET /surveys/submissions endpoints.
You dont have to configure every endpoint to start. Begin with GET /surveys to fetch a list of surveys and test your connection in Zapier. As your automation needs grow you can add GET /surveys/submissions to pull responses and attach them to actions. Two endpoints are enough to start a working workflow. You can expand later as needed.
You need at minimum the GHL API access with the surveys.readonly scope. Ensure the token you generate is assigned to the Zapier App Connector connection. Permissions control what data can be read and which actions can be triggered.
Open the Zapier app and run a test connection using the GHL token you created. Perform a sample trigger like New or Updated Survey and verify that data flows into Zapier. Use the test data to map fields and confirm accuracy before going live.
Yes, you can map fields from surveys to your app using Zapier data mapping. Common fields include survey title, survey id, and submission details. If your app requires a specific schema, create custom fields or renaming mappings to align data.
GHL API endpoints are subject to rate limits. If you hit limits, implement exponential backoff and caching where possible. For high volume needs, contact support to discuss quotas and performance options.
Webhooks are optional for this pattern. You can use polling via GET endpoints or set up webhooks if you need real time updates. Webhooks can supplement the pull model by delivering events directly to Zapier.
API keys and tokens are located in the GHL developer portal under your app credentials. Store them securely in Zapier connections and rotate keys periodically to maintain security.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
