Begin by obtaining an API key for the Workflows API from your GHL developer settings and configuring the required scopes (e.g., surveys.readonly).
Complete the OAuth flow to grant FileInvite access to your Workflows data and ensure secure permissions.
Key endpoints include GET /surveys/ to fetch surveys and GET /surveys/submissions to retrieve responses. Use additional endpoints as needed to manage invitations and responses.
Trigger a FileInvite when a new survey submission is received via GET /surveys/submissions.
Actions: generate invite, attach related documents, and notify the recipient.
Method path: GET /surveys/submissions to retrieve data; POST /invitations to send invites.
Key fields: submission_id, survey_id, recipient_email, invite_id, status.
Trigger on new template selection or update to personalize invites.
Actions: map survey data to invite fields, apply templates, send invites.
Method path: POST /invitations to create, PUT /invitations/{id} to update, GET /surveys/submissions for data.
Key fields: template_id, recipient_email, survey_id, invitation_status.
Trigger when an invitation is viewed or accepted to trigger follow-ups.
Actions: update status, log events, trigger reminders.
Method path: GET /invitations to monitor, PATCH /invitations/{id} to update status.
Key fields: invitation_id, status, opened_at, accepted_at.
Automate inviting workflows without writing code.
Speed up onboarding by syncing surveys to invites in real time.
Improve data consistency with a single, reliable data feed between systems.
Definitions for API, authentication, endpoints, webhooks, and data mapping used in this integration.
Application Programming Interface — a set of rules and endpoints that let your apps communicate with the GHL Workflows API.
A real-time notification mechanism that sends events from one app to another.
The process of granting an app permission to access data via OAuth2 or API keys.
A specific URL path that performs an API action, such as retrieving surveys or sending invites.
Set up automated reminders when recipients haven’t opened invites after a defined period.
Automatically apply invite templates based on survey responses to speed up sending.
Aggregate submission and invite data to a live dashboard for faster decisions.
Obtain API credentials and grant FileInvite access to the Workflows API.
Choose /surveys/ and /surveys/submissions, set triggers for new submissions and invite creation.
Run test data through the workflow and monitor results before going live.
The GHL API is a set of programmatic endpoints that let you read surveys, submissions, contacts, and invites. In this guide, we focus on connecting FileInvite with the Workflows API to automate invitations from survey data. You can authenticate using OAuth2 or API keys depending on your setup. Continuous access is secured through token management.
No heavy coding is required thanks to no-code automation tools and pre-built triggers. You can map fields and configure endpoints in the UI. For advanced scenarios, light scripting can be used, but not required.
Start with GET /surveys/ to fetch surveys and GET /surveys/submissions to pull responses. Then set up triggers to create invitations. As you become comfortable, add additional endpoints for updates and status tracking.
Use OAuth2 or API keys to authenticate. Ensure you grant the minimum required scopes and store tokens securely. Each app’s integration should have its own credentials.
Yes. You can customize message templates, recipient fields, and attachment options within the invite templates and mapping rules.
Test with a staging environment or sandbox. Verify data mappings and trigger conditions, then monitor logs for any errors or mismatches.
Access logs, API responses, and webhook events are available in the GHL developer portal and the FileInvite integration dashboard. Use these to diagnose issues and optimize flows.
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