To access the Workflows API, you’ll authenticate using your GHL API key and ensure the requested scope is surveys.readonly.
During setup, authorize the connection in Zapier and grant the Workflows API scope. Zapier will handle token refresh for you.
– GET /surveys/ : Retrieve all surveys\n- GET /surveys/submissions : Retrieve survey submissions\n- Other endpoints are available in the documentation.
Trigger: New survey submission in GHL.
Actions: Create/update contact in your CRM, log submission, notify team.
GET /surveys/submissions
survey_id, submission_id, respondent_email
Trigger: New submission triggers lead score calculation.
Actions: Update CRM lead score, assign tag, notify sales.
GET /surveys/submissions
lead_score, email, submission_id
Trigger: End of day or on-demand to generate reports.
Actions: Push data to Google Sheets or BI dashboards.
GET /surveys/
survey_id, response_count, report_link
Build complex automation without writing code.
Reduce manual data entry and human error.
Scale automations across multiple real estate properties.
Key elements: API endpoints, triggers, actions, and fields. Processes: authentication, data mapping, error handling, and rate limits.
Application Programming Interface that allows apps to communicate and share data.
A specific URL in the API that performs a function.
A standardized authorization framework to grant access securely.
Permissions granted to an app to perform certain actions.
Capture survey responses, compute a lead score, and trigger a tailored follow-up sequence in your CRM.
When a new client completes a survey, automatically create onboarding tasks and send welcome communications.
Push status updates to dashboards and notify teams as a deal progresses.
Sign in to GHL and authorize Zapier App Connector to access the Workflows API with surveys.readonly scope.
Choose a trigger such as New Survey Submission and map fields.
Define actions like update contact, add notes, or create tasks in your tools.
You can access surveys, submissions, and related metadata. Use the surveys.readonly scope to read data without making changes. The Workflows API is designed to be informative for reporting and automated workflows.
No advanced coding is required. Zapier provides a no-code interface to set up triggers and actions. For power users, you can leverage basic scripting in Zapier to customize workflows.
Yes, there are rate limits to protect the API. If you hit the limit, you can queue requests or schedule them to avoid throttling. The docs provide recommended intervals.
Test with a sandbox or test survey data. Use Zapier’s test mode to run triggers and verify actions without affecting live data.
Typically, the survey_id and submission_id are required to uniquely identify a record. Other fields depend on your data model and mappings.
Yes. You can customize field mappings and target apps within Zapier App Connector. Use the mapping interface to align GHL fields with your CRM, email, and task tools.
Logs are viewable in the Zapier task history and in GHL’s activity logs. You can troubleshoot by reviewing timestamps and error messages.
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Complete Operations Catalog - 126 Actions & Triggers
