Obtain an API key or OAuth credentials for the Workflows API and ensure the scope is set to surveys.readonly. Configure these credentials in your Loop Returns integration so data can be read and synchronized without errors.
Authorize Loop Returns to receive data from the Workflows API by linking the connection with the correct credentials and scopes. Start with a safe test environment to verify data flow before going live.
– GET /surveys/ — fetches surveys from the Workflows API – GET /surveys/submissions — fetches survey submissions for Loop Returns
Trigger: A new survey submission is created in the Workflows API to update Loop Returns customer records.
Actions: Map survey fields to Loop Returns customer fields, create or update records, and push status updates back as needed.
Method path: Use GET /surveys/ and GET /surveys/submissions to pull data, then POST or PUT to Loop Returns to update profiles.
Key fields: customer_email, submission_id, survey_id, first_name, last_name, response_values
Trigger: Webhook events when surveys or submissions change in the Workflows API.
Actions: Create or update Loop Returns records in real time, map fields, and handle retries on failure.
Method path: Configure a webhook listener in Loop Returns and have GHL post updates to your endpoint.
Key fields: respondent_email, submission_id, event_type, updated_at
Trigger: Nightly or hourly batch jobs to reconcile Workflows API data with Loop Returns.
Actions: Bulk upserts of customer data, apply mapping rules, and log results for auditing.
Method path: Use GET /surveys/ and GET /surveys/submissions to pull data, then batch POST/PUT to Loop Returns.
Key fields: customer_email, last_updated
Automate repetitive data tasks without writing code, freeing time for strategy and analysis.
Faster onboarding and stronger customer lifecycle management through real-time updates.
Scalable data synchronization that grows with your customer base and feedback cycles.
This glossary defines terms used in this integration, including surveys, endpoints, authentication, and mapping.
A form in the Workflows API used to collect feedback from Loop Returns customers.
A specific URL in the Workflows API used to retrieve or send data.
The process of verifying identity and granting access to the Workflows API and the Loop Returns integration.
Defining how fields from the Workflows API translate to Loop Returns records.
Automatically create or update Loop Returns customer records when a survey is submitted in the Workflows API.
Pull survey responses to populate profile fields, purchase signals, and lifecycle events in Loop Returns.
Run a nightly job to align Loop Returns data with the latest surveys, submissions, and customer activity.
Collect your Workflows API credentials (API key or OAuth) and confirm surveys.readonly scope is enabled for data access.
Specify GET /surveys/ and GET /surveys/submissions endpoints and map the fields to Loop Returns customer records.
Run tests, verify data flow, and enable automated monitoring and retries.
The Workflows API is a RESTful interface that lets you access surveys and submissions from the GHL platform. It enables programmatic access to customer feedback and lifecycle data. With this integration, you can pull survey data into Loop Returns to enhance profiles and orders.
No heavy code is required. You can connect Loop Returns to the Workflows API using no-code automation and standard endpoints. If you prefer, you can also use lightweight scripting or automation tools to customize mappings and retries.
The primary endpoints used are GET /surveys/ to fetch surveys and GET /surveys/submissions to retrieve submissions. Depending on your needs, you may also use webhooks to push updates into Loop Returns.
Yes. You can map fields such as email, name, survey responses, and IDs to corresponding Loop Returns fields. Adjust mappings to align with your data model and lifecycle events.
Test in a staging environment by running a subset of surveys and submissions. Verify mappings, retries, and error handling before enabling the live connection.
If a connection fails, review credentials, scopes, and endpoint availability. Enable retries and logging to capture errors, then re-run the failed tasks when the issue is resolved.
API credentials and scopes are found in your Workflows API developer console. Ensure the surveys.readonly scope is enabled for data access and copy the keys or OAuth details into the Loop Returns integration.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
