Use OAuth 2.0 with the scope surveys.readonly to securely access surveys and submissions from the Workflows API when connected to the Zapier App Connector.
Configure OAuth 2.0 in the Zapier app to authorize the Workflows API connection with your account, ensuring tokens are refreshed automatically.
– GET /surveys/ — Retrieve all surveys. – GET /surveys/submissions — Retrieve submissions for surveys. – Additional endpoints are available in the API docs and can be mapped as needed within Zapier.
Trigger when a survey is updated or a new submission is received to keep dashboards current.
Actions to fetch /surveys/ and /surveys/submissions, normalize fields, and push data into your destination apps.
Method paths: GET /surveys/ and GET /surveys/submissions for read operations.
Key fields: survey_id, submission_id, respondent_email, timestamp, responses
Trigger on new or updated submission records to mirror form entries in downstream apps.
Actions to post new submissions to dashboards, CRMs, or analytics pipelines.
Method path: POST /surveys/submissions (for creating submissions) with appropriate payload.
Key fields: submission_id, survey_id, respondent_name, answers, timestamp
Trigger when results meet thresholds or when reports are ready for distribution.
Actions to route summarized data to BI tools, dashboards, or email alerts.
Method path: GET /surveys/ with query parameters for summarized analytics.
Key fields: survey_id, summary_metrics, report_id, timestamp
Build end-to-end automation without writing code, turning survey data into actions instantly.
Rapid onboarding and iteration with visual workflows and pre-built triggers.
Centralized monitoring, error handling, and retries across all connected apps.
Understand endpoints, triggers, actions, and fields used to connect the Workflows API with the Zapier App Connector.
The REST API exposed by GHL to access surveys, submissions, and related data via endpoints like /surveys/ and /surveys/submissions.
A specific URL path in the API used to perform a function (e.g., GET /surveys).
A method for real-time data notification between apps when an event occurs.
The authorization framework used to grant secure access to the GHL API.
Automatically route new survey responses to your CRM, analytics tools, or messaging apps.
Trigger workflows as soon as a submission arrives to ensure timely follow-up.
Schedule recurring reports from survey data to executives or team leads.
Set up OAuth 2.0 in both GHL and Zapier to authorize access to your surveys data.
Enable GET /surveys/ and GET /surveys/submissions, then map fields to your destination apps.
Run end-to-end tests, monitor logs, and deploy your workflow to production.
The Workflows API exposes endpoints to access surveys and their submissions, enabling you to retrieve survey data and entries for analysis. You can read survey definitions, view responses, and track submission timestamps. This data can be pulled into Zapier to drive automations and reporting. Note that access is controlled by your API key and OAuth scope (e.g., surveys.readonly).
To authenticate, configure OAuth 2.0 on both sides: GHL provides an OAuth flow to grant Zapier the necessary permissions, and Zapier stores tokens securely for repeated requests. Ensure the requested scope matches the operations you intend to perform (for example, surveys.readonly for read access). Refresh tokens will keep the connection valid without re-authentication in most scenarios.
For My Hours, the primary endpoints are GET /surveys/ and GET /surveys/submissions. You may also have endpoints for creating submissions or filtering results, depending on your plan and API version. Always consult the latest API docs for endpoint availability and rate limits. Tests in Zapier can help validate which endpoints are active in your integration.
No extensive coding is required. The Zapier App Connector provides a visual workflow builder that connects endpoints, triggers, and actions. You will map fields from the Workflows API responses to your destination apps using the built-in connectors. If advanced transformations are needed, basic scripting can be used in Zapier’s code steps, but it is not mandatory for standard flows.
Common issues include expired tokens, insufficient scopes, or misconfigured endpoint paths. Re-authenticate to refresh tokens, verify OAuth scopes (e.g., surveys.readonly), and double-check endpoint URLs and parameters. Zapier’s task history and API logs help pinpoint failures.
Yes. You can customize which fields are pulled from responses and how they map to your destination apps. Use Zapier’s field mapping to align survey_id, submission_id, timestamps, and answer values with your data schemas. If needed, add simple transformations in a code step.
The endpoint list is documented in the Workflows API documentation linked from your app configuration. In the Zapier app, you’ll see the available triggers and actions that correspond to these endpoints. If new endpoints are added, update your Zapier integration to reflect them.
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Complete Operations Catalog - 126 Actions & Triggers
