Authenticate with an API key or OAuth token provided by GHL for the Workflows API; store credentials securely and rotate them regularly.
Use the same credentials established for the Workflows API connection to authorize Proofer requests; use secret fields and test permissions.
Endpoint usage: 1) GET /surveys/ to list surveys; 2) GET /surveys/submissions to fetch submissions; 3) Other endpoints available in the API reference.
Trigger: Scheduled polling every 15 minutes to fetch latest surveys.
Actions: Create or update survey records in Proofer; map fields such as id, title, and status from GET /surveys/.
GET /surveys/
Key fields: id, title, created_at, status
Trigger: Poll for new submissions or receive webhook on submission events.
Actions: Sync submission data to Proofer, create records, trigger notifications.
GET /surveys/submissions
Key fields: submission_id, survey_id, respondent, status
Trigger: Real-time webhook sends data when a submission is created or updated.
Actions: Push updates to Proofer records, trigger automations, update dashboards.
POST /surveys/submissions
Key fields: event_id, submission_id, timestamp
Automate data flow without writing code; sync surveys and submissions automatically.
Speed up decision-making with real-time data; trigger actions instantly.
Centralize data in Proofer with minimal setup; reuse existing assets.
This glossary defines terms and processes you’ll encounter when connecting GHL Workflows API with Proofer, including endpoints, triggers, actions, and data fields.
GHL API refers to the programmable interface exposed by GHL to access endpoints for surveys, submissions, and more.
A webhook is a real-time notification mechanism that sends data to a configured URL when an event occurs in GHL.
An endpoint is a specific URL path exposed by the GHL API used to perform actions like listing surveys or submissions.
Authentication is the process of proving identity and authorizing requests to the GHL API.
When a Proofer form is submitted, create a matching survey in Workflows API using GET /surveys/ or an appropriate endpoint and map fields back to Proofer.
Automatically push submission data from GET /surveys/submissions into Proofer, enabling unified dashboards.
Use webhooks (POST /surveys/submissions) to trigger alerts in Proofer whenever important events occur.
Obtain your API key or OAuth token from GHL and securely store it in Proofer’s connection settings.
Add the endpoints you will use (such as GET /surveys/ and GET /surveys/submissions) and map key fields like id, title, and submission_id to Proofer fields.
Run test requests, verify data sync, and enable automation in production.
You can connect Proofer with the Workflows API without coding using the built-in connectors. Proofer securely stores credentials and handles authentication headers automatically. If you hit limits, contact support or review your token scopes.
Most connections focus on GET /surveys/ and GET /surveys/submissions to pull data. Other endpoints can be added as your workflow grows. Make sure to map the key fields to Proofer’s data schema for a clean sync. Test each endpoint with sample data before going live.
Authentication should be via an API key or OAuth token; rotate credentials regularly and store them securely. Use least-privilege scopes to minimize risk. If credentials are compromised, rotate immediately and reauthorize the connection.
Yes, real-time updates are possible with webhooks. Configure a webhook URL in Proofer and have GHL post submission events to it. In Proofer, set up automation to react to webhook data and trigger downstream workflows.
Common mappings include survey id to id, survey title to name, submission_id, respondent name, and status. Align data types and formats to avoid conversion errors. Keep a data dictionary to simplify future changes.
Typical issues include invalid credentials, insufficient scopes, or endpoint deprecation. Verify your token, re-check scopes, and consult the API docs for current paths. Use test calls to isolate where errors occur and adjust mappings accordingly.
Rate limits vary by plan. Refer to the API docs for current thresholds and implement exponential backoff in your requests. If you consistently hit limits, consider caching non-critical data.
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Complete Operations Catalog - 126 Actions & Triggers
