How to Connect LockedOn to Workflows API

Workflows API x LockedOn: Automate survey data flow between systems with a no-code connector.

How to connect Workflows API with LockedOn

This guide walks you through authenticating, selecting endpoints, and setting up no-code automations to connect Workflows API with LockedOn for real-time survey syncing.

Authenticate Workflows API

Use your API credentials and the requested scope (surveys.readonly) to securely authorize the connection between Workflows API and LockedOn. Keep credentials secure and rotate them as needed.

Authorize LockedOn

Grant LockedOn access to read survey data from Workflows API. Configure OAuth or API keys and set required redirect/callback URLs.

Endpoint List for Workflows API

– GET /surveys/ — list surveys – GET /surveys/submissions — retrieve submissions

Top 3 Connection Scenarios between Workflows API and LockedOn

1) Survey retrieval to update LockedOn records

When a new survey is created or updated in Workflows API, trigger a sync to LockedOn.

Create or update contact and survey records in LockedOn; log the sync activity.

GET /surveys/

survey_id, title, created_at

Top 3 Connection Scenarios between Workflows API and LockedOn

2) Submissions flow for analytics

On new submissions in a survey, trigger data push to LockedOn.

Append or update submission records in LockedOn; trigger analytics workflows.

GET /surveys/submissions

submission_id, respondent_email, score

Top 3 Connection Scenarios between Workflows API and LockedOn

3) Automated alerts and reminders

Whenever a new survey is published, notify stakeholders via LockedOn.

Send alerts in LockedOn, create follow-up tasks or campaigns.

GET /surveys/

survey_id, status

No-code benefits of connecting Workflows API with LockedOn

Rapid setup with a no-code connector (no custom coding required).

Automations run in the background, keeping data synced in real time.

Centralized analytics and reporting across both platforms.

Key Terms and Glossary

Understand the core elements: endpoints, responses, authentication, and data fields used to connect Workflows API with LockedOn.

API Endpoint

A specific URL path in the API that performs a defined action, such as listing surveys or retrieving submissions.

Authentication

Methods used to verify identity and authorize access to endpoints (API keys, OAuth, tokens).

Response

The data returned by an API call, typically in JSON format, including status and payload.

Rate Limit

A cap on how many requests you can make to the API in a given time window.

People also Search for:

3 Creative Ideas for integrating Workflows API with LockedOn

Automate survey intake from Workflows API to LockedOn

Set up a real-time feed to create or update records in LockedOn as new surveys are created.

Trigger follow-up campaigns based on responses

Use submissions data to kick off automated campaigns in LockedOn.

Error handling and retries

Graceful retry logic and alerting for failed syncs between systems.

Three steps to connect Workflows API with LockedOn

Step 1: Authenticate and authorize

Obtain API credentials for Workflows API and grant LockedOn access to read surveys and submissions.

Step 2: Configure endpoints and data mapping

Specify endpoints (surveys, submissions) and map fields to LockedOn contacts and surveys.

Step 3: Test, monitor, and deploy

Run test calls, set up monitoring, and enable automatic syncing.

Frequently Asked Questions

Do I need coding to connect Workflows API with LockedOn?

You can connect without code using the built-in connector. The interface guides you through authentication and mapping. If you need more control, you can add custom steps later. Start with GET /surveys/ to pull the list of surveys and GET /surveys/submissions to fetch responses.

Use the endpoints listed above: GET /surveys/ to list surveys and GET /surveys/submissions for responses. This page focuses on the core flow; additional endpoints can be added as needed.

Authentication uses a secure API key or OAuth token. Store tokens securely and refresh before expiry. The scope should include surveys.readonly. Also ensure the redirect URL is whitelisted in the app settings.

Fields synced include survey_id, title, created_at, submission_id, respondent_email, and score. You can customize mapping in the app and preview results before going live.

If a sync fails, retries occur automatically up to a limit. You can trigger manual retries from the dashboard and review error logs. Alerts can notify you of persistent failures.

Yes. Per integration, you can customize mapping to align Workflows API fields with LockedOn records. Use the field-mapping tool and validate with a test run.

Use the built-in monitoring dashboard to view sync status, error counts, and latency. Set alerts on thresholds to stay informed on performance and rate limits.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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