Generate and securely store an API token for Workflows API, verify scopes (surveys.readonly), and test the connection before enabling data sync.
Register APPNAME with the GHL connection, obtain OAuth credentials or API keys, and configure token refresh and least-privilege permissions.
– GET /surveys/ — Retrieve a list of surveys – GET /surveys/submissions — Retrieve submissions for surveys
Trigger: Schedule or on-demand pull of surveys to keep APPNAME data fresh.
Actions: Map survey fields to APPNAME records and create or update surveys in Planview AgilePlace.
GET /surveys/
Key fields: id, title, status, updated_at
Trigger: New submissions push to APPNAME records as they come in.
Actions: Create or upsert submissions in APPNAME, linking to the correct survey.
GET /surveys/submissions
Key fields: submission_id, survey_id, respondent_email, submitted_at
Trigger: Manual bulk sync for large datasets.
Actions: Batch transform and upload data; handle pagination and retries.
POST /bulk_import
Key fields: batch_id, records_count
Faster automation with visual workflows that require no custom code.
Reduced manual data entry and fewer errors through automated data sync.
Seamless data transfer between Planview AgilePlace and the GHL API without scripting.
This glossary covers API endpoints, authentication, triggers, actions, and data mapping essential to the Planview AgilePlace + Workflows API integration.
A public URL path exposed by an API that performs a specific action, such as retrieving surveys.
The process of proving identity and obtaining access tokens to use secure APIs.
OAuth 2.0 is a standard for authorizing apps to access APIs on behalf of a user.
Defining how API fields map to APPNAME fields to ensure correct data synchronization.
Automatically surface trends from surveys in APPNAME dashboards for quick decision-making.
Trigger alerts in APPNAME when responses meet predefined thresholds.
Enrich Planview AgilePlace items with additional metadata discovered in surveys.
Set up credentials for both sides and validate the connection before proceeding.
Link GET /surveys/ and GET /surveys/submissions to APPNAME fields with proper mappings.
Run tests, monitor data flows, and adjust mappings as needed.
The Workflows API (GHLAPINAME) refers to the API endpoints you use to access survey data. With proper authentication and scope (surveys.readonly), you can pull surveys and submissions into APPNAME. This no-code approach is designed to be approachable for teams that want quick integration without heavy coding. Follow the steps in this guide to validate connectivity and ensure data flows securely between systems.
APPNAME is the integration app used to connect the Workflows API with Planview AgilePlace. It handles authentication, triggers, and data mapping to ensure data lands in the right place. Ensure you grant the correct scopes and set up token refresh for uninterrupted access. You can customize mapping to align fields between the two systems for accurate sync.
No extensive coding is required thanks to the no-code connector. You can configure triggers, actions, and field mappings through the UI. Advanced users can customize data transformations if needed. If you ever need more control, you can extend with optional scripting or additional intermediate steps.
Currently supported endpoints in this flow include GET /surveys/ and GET /surveys/submissions. Other endpoints can be added as needed and mapped to APPNAME fields. Always validate endpoint responses in a test run before going live to ensure data integrity.
Use secure methods such as OAuth 2.0 or API tokens, store credentials safely, and rotate tokens regularly. Follow least-privilege principles to minimize risk. Enable logging and monitoring to detect unusual access patterns and potential breaches.
Yes. You can schedule automatic data pulls or set triggers based on events. This ensures surveys and submissions stay up to date in APPNAME without manual intervention. Configure appropriate frequency to balance data freshness with API rate limits.
Error logs and troubleshooting tips are available in both APPNAME and the connector console. Review API response codes, inspect mapping fields, and verify authentication. If issues persist, consult the error messages and retry with adjusted parameters, or contact support with your latest log excerpts.
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Complete Operations Catalog - 126 Actions & Triggers
