How to connect Zapier App Connector to Workflows API

Workflows API and Zapier App Connector: seamless integration

How to connect Workflows API with the Zapier App Connector

This guide shows how to securely connect the Workflows API (GHL API) with the Zapier App Connector to automate survey data flow. You’ll learn which endpoints to use, how to authenticate, and how to map fields for no‑code automation.

Authentication for Workflows API

Use OAuth 2.0 with the surveys.readonly scope to access survey data from the Workflows API via the Zapier App Connector. Create a client in your GHL developer console, grant the surveys.readonly permission, and securely store the client credentials.

Authentication for Zapier App Connector

Connect via OAuth 2.0 or API Key depending on the connector configuration. Ensure tokens are stored securely and refreshed automatically to keep your automations humming.

ProWorkflow API Endpoints

GET /surveys/ — Retrieve a list of surveys GET /surveys/submissions — Retrieve submissions for surveys

Best 3 connections between Workflows API and Zapier App Connector

1) Surveys Overview

Trigger: When a new or updated survey is detected in Workflows API.

Actions: Fetch surveys data and pass basic metadata (id, title, created_at) to Zapier.

/surveys/

id, title, description, created_at, updated_at

Best 3 connections between Workflows API and Zapier App Connector

2) Submissions Retrieval

Trigger: New submission added to a survey

Actions: Retrieve submissions for a given survey and map response data

/surveys/submissions

survey_id, submission_id, respondent_email, submitted_at, responses

Best 3 connections between Workflows API and Zapier App Connector

3) Authentication & Permissions

Trigger: N/A

Actions: Validate access tokens and enforce the surveys.readonly scope.

N/A

N/A

No-code benefits of connecting Workflows API with Zapier App Connector

Automate survey data retrieval without writing code.

Set up quickly with drag-and-drop workflows and prebuilt actions.

Scale integrations securely across teams with centralized access control.

Key terms and glossary

This glossary defines endpoints, triggers, actions, keys, and processes used to connect GHL Workflows API with the Zapier App Connector.

Endpoint

A URL path used to access a specific resource in the API.

Trigger

An event that starts an automation workflow in Zapier.

Action

A task performed in response to a trigger to transform or move data.

Authentication

Methods used to verify identity and grant access (e.g., OAuth 2.0).

People also Search for:

Creative ideas for integrating the Workflows API with Zapier App Connector

Idea 1: Survey Insights Dashboard

Pull survey results into a centralized dashboard in Zapier to monitor responses in real time.

Idea 2: Auto-Responder Workflows

Automatically send follow-up emails when certain survey answers meet criteria.

Idea 3: Submissions Trend Alerts

Notify teams of trends in submission data with configurable alerts.

3 steps to connect Workflows API with Zapier App Connector

Step 1: Authenticate

Authorize the Zapier App Connector to access your Workflows API data.

Step 2: Configure Endpoints

Select GET /surveys/ and GET /surveys/submissions and map fields you need.

Step 3: Map Data

Create Zapier fields and routes to automate your workflows.

Frequently Asked Questions

How do I authenticate with the Workflows API via the Zapier App Connector?

Answer: To authenticate, use OAuth 2.0 with the surveys.readonly scope for the Workflows API via the Zapier App Connector. Create a client in your GHL developer portal, authorize access, and securely store the client secret. In Zapier, select the Workflows API connection and complete the OAuth flow to establish a session. This ensures only allowed data is accessible and token refresh happens automatically. Second, ensure your app configuration includes the correct redirect URI and requested scopes. Regularly review granted permissions and rotate credentials as part of your security hygiene.

Answer: The available endpoints you’ll use for ProWorkflow are GET /surveys/ to list surveys and GET /surveys/submissions to fetch submissions. Depending on your workflow, you may only need one or both. If additional endpoints become available, you can add them to your Zapier app configuration. This page focuses on the two core endpoints to get you started without writing code. Note: Not all endpoints are required for every workflow; only enable and map the ones you need.

Answer: You can fetch data with pagination if the API supports it and your Zapier step is configured to handle next page tokens. You can apply basic filters via query parameters if supported by the endpoint (for example, date ranges). In many setups, you’ll retrieve a full list of surveys or all submissions for a survey and then use Zapier’ s built-in mapping to filter in your workflow. Always respect the surveys.readonly scope.

Answer: No coding is required to connect the Workflows API to Zapier App Connector. The integration is designed for no-code users: authorize via OAuth, select endpoints, and map fields using Zapier’s visual editor. If you need advanced logic, you can still insert simple filters and paths within Zapier workflows.

Answer: Map API fields to Zapier fields by configuring your Zapier trigger or action. For surveys, you might map id, title, created_at, and other metadata to your Zapier fields. For submissions, map survey_id, submission_id, respondent_email, and answers. Consistent field names make downstream automation reliable.

Answer: Rate limits vary by provider. With GHL’s Workflows API, stay within quotas by batching requests and using efficient triggers. If limits are approached, implement exponential backoff in your Zapier steps and consider caching non-changing data to reduce repeated calls.

Answer: API credentials are managed in your GHL developer console and within Zapier’s connection settings. Scopes define access levels (e.g., surveys.readonly). Store credentials securely, rotate them periodically, and never expose secrets in your Zapier workflows.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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