Authenticate requests using a secure API key or OAuth token. Ensure your token has the surveys and submissions scopes.
Authenticate the Zapier App Connector via OAuth 2.0 or API keys, granting access to GHL Workflows endpoints.
GET /surveys/ — Retrieve surveys; GET /surveys/submissions — Retrieve submissions. Additional endpoints exist in the API reference as needed.
Trigger: A new survey submission is recorded in Workflows API.
Actions: Create or update a survey submission in the Zapier App Connector and push updates back to GHL.
Method path: GET /surveys/submissions
Key fields: survey_id, submission_id, respondent_email
Trigger: New or updated survey in Workflows API
Actions: Create or update surveys in the Workflows API via the Zapier App Connector
Method path: POST /surveys/
Key fields: title, description, active
Trigger: Submission updated or finalized
Actions: Update analytics dashboards and notify teams
Method path: PUT /surveys/submissions/{id}
Key fields: submission_id
Automate field service workflows without writing code via drag-and-drop automations.
Keep data synchronized across surveys, submissions, and service tasks with minimal setup.
Reuse templates and Zaps to scale your field service operations quickly.
This section defines the core elements and processes you’ll encounter when integrating the Workflows API with the Zapier App Connector.
GHL is the API platform powering the Workflows API used to automate surveys and submissions.
Zapier App Connector (APPNAME): The integration layer that connects GHL Workflows API to your apps and automations.
An endpoint is a specific URL in the API used to perform an action like retrieving surveys or submissions.
The method by which requests are authorized, typically via API keys or OAuth tokens.
Trigger reminder emails or tasks after a survey submission to boost engagement.
Automatically create field service tickets when survey data indicates a service need.
Consolidate surveys and service tasks into a single operations dashboard.
Obtain API keys for both systems and grant the necessary scopes.
Select the survey and submission triggers to listen for changes.
Map key fields between systems and run end-to-end tests.
No coding is required to connect the Workflows API with the Zapier App Connector. The Zapier builder provides triggers, actions, and filters to automate processes. Use ready-made templates or personalize your workflows to fit your field service needs. You can tailor each step with simple drag-and-drop editors and test flows without writing code. The result is a fast, scalable automation layer for your team.
Authentication is handled via API keys or OAuth tokens. Generate credentials in the GHL developer console and in the Zapier app settings, then grant the necessary scopes for surveys and submissions. For best security, rotate keys regularly and store them in a secure vault. If your environment requires, set up token refresh workflows to prevent interruptions.
The integration currently highlights GET /surveys/ and GET /surveys/submissions as core endpoints for retrieving surveys and their responses. Additional endpoints exist in the API reference and can be incorporated as needed. Not all endpoints are required for every page, but they can be used to extend functionality as your use case grows.
To test the connection, enable test mode in Zapier, run a sample survey submission, and verify data appears in your target system. Check logs for any authentication or permission issues and adjust scopes if needed. Use mock data to validate field mappings before going live.
Yes. You can automate the creation of field service tasks triggered by survey results. For example, when a survey indicates a service issue, an automatic ticket can be created and routed to the appropriate team, with all relevant fields populated from the submission.
Map fields by aligning source fields (survey_id, submission_id, respondent_email, etc.) with corresponding fields in your target system. Use Zapier’s mapping UI to convert data types if needed and test with real-world data to ensure accuracy.
For debugging, consult the integrated logs in both GHL and Zapier, review error messages, and use sample payloads. Community forums, official docs, and support channels can help resolve common issues quickly.
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Complete Operations Catalog - 126 Actions & Triggers
