Access to the Workflows API is secured with OAuth 2.0 tokens or API keys. Ensure your token has the surveys.readonly scope to retrieve surveys and submissions. Store credentials securely and rotate them regularly.
Paperless Pipeline authenticates via API tokens or OAuth connections. Grant the app the appropriate scopes to read and map survey data, and restrict permissions to the minimum required.
– GET /surveys/ — Retrieve list of surveys; – GET /surveys/submissions — Retrieve submissions for surveys. The rest of endpoints are available in API docs.
When Paperless Pipeline creates a new submission, pull the latest surveys from the Workflows API to map responses.
Query GET /surveys/ and GET /surveys/submissions, update Paperless Pipeline records, and log activity.
GET /surveys/; GET /surveys/submissions
survey_id, submission_id, status
A submission status change in Workflows API triggers an update in Paperless Pipeline.
Update Paperless Pipeline with latest status, map fields, and notify stakeholders.
GET /surveys/submissions
survey_id, submission_id, status, last_updated
When a new submission is created in Paperless Pipeline, create or update a corresponding survey entry in Workflows API.
Post data to /surveys/ and /surveys/submissions as needed, then pull results back into Paperless Pipeline.
POST /surveys/; POST /surveys/submissions
survey_id, submission_id, results
Automate data routing between systems without writing a line of code.
Speed up setup with wizard-like connectors and reusable templates.
Keep data synchronized in real-time to reduce manual reconciliation.
Core elements and processes you’ll encounter when linking the Workflows API with Paperless Pipeline.
An interface that allows two applications to communicate and exchange data.
Event-driven callbacks that notify your systems when something happens.
Methods to verify identity and grant access (API keys, OAuth tokens).
A specific URL in an API that performs a defined function.
Trigger a survey pull whenever a new Paperless Pipeline submission is created, ensuring up-to-date forms for every entry.
Append insights from Workflows API to Paperless Pipeline records to enrich your CRM data.
Implement retries and backoff to protect against transient API errors during sync.
Authorize the Paperless Pipeline app to access your Workflows API account.
Set up triggers for new submissions and survey updates to start the data flow.
Run end-to-end tests and switch to live mode once data flows correctly.
No-code options are available through the Zapier App Connector. You can set up triggers, actions, and data mappings visually. If you need more control, you can use API keys or OAuth to customize the flow further. All actions are designed to be intuitive for non-developers.
Authentication typically uses OAuth 2.0 tokens or API keys. Keep tokens secure, grant minimal scopes, and rotate credentials regularly.
Currently the page highlights GET endpoints for listing surveys and submissions. The API docs include additional endpoints for creating and updating records and more, available in your developer portal.
Yes. You can map custom fields using data mapping features in the connector. If the field types differ, use transformations to align values.
Errors are surfaced in the connector UI with clear messages. Implement retries and backoff, and monitor logs to diagnose failures.
There are rate limits depending on your plan. If you hit a limit, the connector will queue requests and retry according to the configured policy.
API docs and references are available in the developer portal and linked from your app connector dashboard.
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Complete Operations Catalog - 126 Actions & Triggers
