To access the Workflows API from Reachinbox, obtain OAuth credentials or an API key, and store tokens securely.
Reachinbox uses OAuth 2.0 for secure access to the Workflows API. Use the client credentials flow in Zapier to obtain tokens.
Available endpoints include: GET /surveys/ (fetch surveys) and GET /surveys/submissions (fetch submissions). Additional endpoints may be documented as the API evolves.
Trigger: When a Reachinbox submission is created, fetch related survey data from the Workflows API.
Actions: Create or update CRM records with survey data; log submissions; notify teams upon completion.
GET /surveys/ and GET /surveys/submissions
Key fields: survey_id, submission_id, respondent_email, submission_status
Trigger: A new submission arrives; update CRM with lead data via Workflows API.
Actions: Create or update contact records; attach survey responses; trigger follow-up tasks.
GET /surveys/submissions
Key fields: submission_id, contact_id, survey_id
Trigger: End-of-period aggregation; generate a report from submissions.
Actions: Send reports to teams, update dashboards, export CSV files.
GET /surveys/ and GET /surveys/submissions with appropriate query parameters
Key fields: report_id, survey_id, submission_count
Automate data collection and routing without writing code by connecting endpoints to Zapier.
Real-time data syncing between Reachinbox surveys and your apps for instant insights.
Customizable workflows with triggers, actions, and routing rules to fit your processes.
Understand endpoints, triggers, actions, methods, and key fields used to integrate Reachinbox with the Workflows API.
A specific URL route that performs an action or retrieves data from the Workflows API (e.g., GET /surveys/).
An event in Reachinbox or Workflows API that starts an automation (e.g., new submission).
The process of verifying identity and obtaining access tokens to call the API securely.
The path portion of an API endpoint that defines the resource and action (e.g., /surveys/).
Automatically generate new surveys in Workflows API based on Reachinbox responses to streamline data collection.
Send instant notifications when new submissions arrive to speed up follow-ups.
Publish automated reports to dashboards whenever data changes.
Create and secure API keys or OAuth credentials for the Workflows API and Reachinbox.
Add the available endpoints and map fields in Zapier’s app connector.
Run end-to-end tests and deploy your workflow to production.
You can automate survey creation, submissions handling, data syncing, and reporting. Connect Reachinbox to Workflows API to streamline your workflows without writing code.
No deep coding is required. The integration uses Zapier connectors and UI mapping, with optional custom code steps if needed.
Currently available endpoints include surveys data and submissions; future endpoints can be added as the API expands.
Use OAuth 2.0 or API keys; store credentials securely; tokens refresh as needed.
Yes, you can test in a sandbox or with a test trigger; Zapier’s test feature validates mapping and data flow.
API documentation is on the developer portal; you can access it from your GHL account settings.
Call quotas and limits depend on your plan; check the API docs for rate limits.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
