To access the Workflows API from Planports, use the credentials provided in your Workflows account. Configure the chosen auth method in Planports.
Use your Planports credentials to authorize requests to the Workflows API and keep credentials secure.
GET /surveys/ — List surveys. GET /surveys/submissions — Retrieve survey submissions. Additional endpoints exist in the Workflows API but are not required for Planports integration.
When a new survey is created in Planports, fetch its details from GET /surveys/ and sync the record.
Actions: update Planports survey data, trigger analytics, and alert teams.
GET /surveys/
id, title, description, status, created_at
When a survey receives a submission in Planports, retrieve data from GET /surveys/submissions and forward to Workflows API.
Actions: create or update submission records in Planports and drive downstream automations.
GET /surveys/submissions
survey_id, submission_id, answers, submitted_at
Schedule regular syncs to pull latest surveys and submissions and reconcile data.
Actions: reconcile records, refresh dashboards, and generate reports.
GET /surveys/ and GET /surveys/submissions
id, updated_at
Automate survey workflows without writing code.
Use standard endpoints to connect Planports with the Workflows API quickly.
Centralized data in Planports with live updates from the Workflows API.
Find essential terms and how they relate in the Planports and Workflows API integration.
Application Programming Interface used for data exchange between apps.
A specific URL in an API that performs an action or returns data.
The process of proving identity to access the API securely.
A real time notification mechanism that informs another app of an event.
Set up a trigger to mirror surveys from Workflows in Planports for tracking and reporting.
Pull responses from GET /surveys/submissions and display in Planports analytics.
Periodically reconcile Planports data with Workflows API to ensure accuracy.
Collect your Planports API credentials and your Workflows API keys or OAuth details.
Enter the endpoints GET /surveys/ and GET /surveys/submissions and map fields to Planports.
Run test calls to confirm data flow and trigger actions.
The Workflows API powers automations in Planports by delivering access to surveys and their submissions. It enables triggers, updates, and dashboards without manual steps. The API also supports real time integration for responsive workflows.
No coding is required; you configure the connection using Planports prompts and standard endpoints. Planports maps fields and handles authentication for you.
Essential endpoints are GET /surveys/ and GET /surveys/submissions. Other endpoints exist but are optional depending on use case and data you want to sync.
Authentication is typically via API keys or OAuth per your Workflows and Planports accounts. Store credentials securely and rotate them as needed.
GET /surveys/ returns a list of surveys with IDs and titles. GET /surveys/submissions returns individual responses per survey.
Sync can run in real time with webhooks or on a schedule in Planports, depending on your plan and settings.
Integrated data appears in Planports dashboards and reports once the connection is active and data flows.
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Complete Operations Catalog - 126 Actions & Triggers
