The Workflows API requires an OAuth 2.0 access token with the surveys.readonly scope to securely retrieve surveys and submissions from Olark.
Olark connections use API tokens to securely connect to external services. Store tokens securely and rotate them regularly.
1) GET /surveys/ — Retrieves the list of surveys (survey_id, title, created_at)\n2) GET /surveys/submissions — Retrieves survey submissions (survey_id, submission_id, respondent, answers)\n3) GET /surveys/{survey_id}/responses — Retrieves detailed responses for a specific survey (survey_id, response_id, respondent, answers)
Trigger: When a new list of surveys is available from the Workflows API.
Actions: Push survey titles and IDs into Olark as contact fields or conversation metadata to tailor outreach.
GET /surveys/
survey_id, title, created_at
Trigger: New survey submission detected.
Actions: Forward submission data to Olark and update contact properties; trigger follow-up messages.
GET /surveys/submissions
survey_id, submission_id, respondent, answers
Trigger: Response added to a specific survey.
Actions: Attach responses to Olark notes or route to teams via chat.
GET /surveys/{survey_id}/responses
survey_id, response_id, respondent, answers
No-code automation: set up secure data flows without writing code.
Rapid deployment: leverage prebuilt endpoints and mappings.
Improved support efficiency by surfacing survey data directly in Olark conversations.
This glossary explains the key elements and processes used in the Olark and Workflows API integration.
The RESTful interface that lets apps read and write data in the GHL platform.
A specific URL path on an API used to perform an action or retrieve data.
An event that starts a workflow or automation in the integration.
The operation executed as part of a workflow (for example, creating a lead or updating a field).
Automatically surface survey results inside Olark conversations to guide support reps.
Use responses to route conversations to appropriate teams.
Send follow-up messages to customers based on survey outcomes.
Grant Olark permission to access your Workflows API data with the required scope (surveys.readonly).
Choose endpoints (surveys and submissions) and map key fields to Olark contact fields.
Run tests, verify data flow, and enable automation in Olark.
You can access surveys and submissions through the Workflows API endpoints GET /surveys/ and GET /surveys/submissions. Map the data you need to Olark’s fields to surface it in conversations. This enables agents to see survey context without leaving Olark.\nIn addition, consider creating triggers based on new submissions to automatically prompt follow-ups or update contact properties in Olark.
No coding is required. Use the built-in triggers, actions, and field mappings to connect Workflows API with Olark. The no-code setup lets you define when to pull data and where to push it in Olark.
Authenticate using OAuth 2.0 for the Workflows API with surveys.readonly scope, plus an Olark API token. Ensure tokens are stored securely and rotate them regularly.
Currently used endpoints include GET /surveys/ and GET /surveys/submissions; you can add GET /surveys/{survey_id}/responses for more details. Data mapping and trigger configuration determine what data appears in Olark.
Yes, map fields such as survey_id, title, submission_id, respondent, and answers to Olark fields. If a needed field isn’t available, use derived values or create a custom field in Olark.
The required scope is surveys.readonly for read access to surveys and submissions. Keep credentials secure and limit access to only what is necessary.
If the connection fails, verify OAuth tokens and scopes, ensure endpoints are accessible, and review integration logs. Re-test triggers and mappings to identify issues.
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Complete Operations Catalog - 126 Actions & Triggers
