Workflows API uses secure OAuth 2.0 authentication with specified scopes (surveys.readonly). Generate and manage tokens to authorize requests from APPNAME.
In the Zapier App Connector, configure OAuth 2.0 credentials to authorize APPNAME access to the Workflows API while keeping credentials secure.
– GET /surveys/ — List all surveys – GET /surveys/submissions — Retrieve survey submissions – Endpoint3-Endpoint17: Additional endpoints can be exposed as features are enabled; this page highlights the available endpoints for the re:catch integration.
Trigger when a new survey submission is created in Workflows API, initiating a Zapier workflow to route data to connected apps.
Actions include pulling submission details, mapping fields, and sending data to CRM, helpdesk, or notification tools via APPNAME.
GET /surveys/submissions
submission_id, survey_id, timestamp
Trigger periodically or on-demand to check for new or updated surveys in Workflows API.
Actions include listing surveys, updating local records, and syncing metadata to downstream apps.
GET /surveys/
survey_id, title, status
Trigger for archival submissions to trigger retention workflows or compliance checks.
Actions include archiving data, exporting to external storage, and notifying relevant teams.
GET /surveys/submissions?status=archived
submission_id
Rapid setup: launch automations in minutes with a no-code bridge between Workflows API and APPNAME.
Adaptable automation: modify triggers and actions without writing code as your processes evolve.
Scalable workflows: roll out consistent automation across teams with centralized controls.
A concise glossary of essential API terms and the steps to connect GHL’s Workflows API with the Zapier App Connector for re:catch.
A defined URL path you call to access data or perform an action within an API (for example, GET /surveys/).
Methods used to verify identity and grant access, commonly OAuth 2.0 tokens or API keys.
A mechanism for an API to push real-time data to another system when events occur.
Restrictions on the number of requests allowed per minute or hour to prevent overload.
Automatically route new submissions to your CRM or ticketing system for faster follow-up.
Sync the latest surveys to a centralized catalog used by marketing and analytics teams.
Archive older submissions and trigger retention and compliance workflows automatically.
Create OAuth credentials for both GHL and the Zapier App Connector and authorize access between them.
Choose endpoints to use (e.g., GET /surveys/, GET /surveys/submissions) within the Zapier app and map fields accordingly.
Run end-to-end tests to verify data flow, triggers, and actions, then deploy to live.
Yes. You can connect the Workflows API to Zapier App Connector using a no-code UI. Set up OAuth credentials, authorize APPNAME to access your Workflows data, and configure triggers and actions without writing code. This makes it easy to start automating surveys right away. In practice, you’ll connect your GHL account to APPNAME, select the endpoints you want (such as /surveys/ and /surveys/submissions), and map fields to the apps you use daily.
OAuth 2.0 is the recommended authentication flow for this integration. It provides secure token-based access and supports scoped permissions like surveys.readonly to limit what APPNAME can do. Regular token rotation and secure storage of credentials are advised. If you prefer API keys in your environment, those can be used where supported, but OAuth 2.0 offers a safer, more scalable approach for ongoing automations.
Supported endpoints for this page include GET /surveys/ to list surveys and GET /surveys/submissions to retrieve submissions. Additional endpoints can be exposed as features are enabled, but the primary focus here is on these two for building common survey workflows. You can combine these endpoints with Zapier actions to push data to CRM, helpdesk, or analytics tools.
Yes. You can filter results by date or status where supported by the endpoint. For example, you can fetch submissions from a date range or retrieve only surveys with a specific status. This helps you tailor automations to meet reporting or operational needs. Always check the endpoint documentation for exact query parameters and supported filters.
Testing the connection is typically done via a trial run in the Zapier App Connector. Create a test trigger, run a sample search for GET /surveys/ or /surveys/submissions, and verify that the data maps correctly to your target apps. If errors occur, review OAuth scopes, endpoint permissions, and field mappings to correct the data flow.
Rate limits depend on your plan and the API’s configured quotas. If you hit limits, consider spreading requests over time, caching results, or batching data in smaller chunks. Implement retries with backoff and monitor usage with the app’s analytics to avoid throttling.
API docs for Workflows API and the Zapier App Connector’s integration guide are available in the developer resources section of your account. If you need further assistance, contact support and reference the re:catch workflow topic for tailored guidance.
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Complete Operations Catalog - 126 Actions & Triggers
