To securely access the Workflows API, generate an API key with the surveys.readonly scope. Use OAuth if supported and rotate credentials regularly. Store tokens securely and apply least privilege access for your Sage integration.
Authenticate Sage Sales Management via API credentials provided by your app. Use client_id and client_secret to obtain access tokens and assign permissions to read survey data in the Workflows API.
GET /surveys/ for listing surveys; GET /surveys/submissions for survey responses; other endpoints are available per your plan and will be documented and kept secure.
Trigger when a new or updated survey is created in Workflows API
Actions include fetching survey data and creating or updating corresponding Sage records
GET /surveys/
survey_id title created_at
Trigger when a new submission is posted to the submissions endpoint
Actions: store submission data in Sage and map to lead or contact records
GET /surveys/submissions
submission_id survey_id respondent submitted_at
Trigger when enrichment is ready to push to Sage
POST /surveys/enrich
survey_id enriched_fields
Automation reduces manual data entry and human error
Real time data syncing keeps Sage records up to date
Centralized dashboards and analytics across apps
A quick glossary of terms including endpoints triggers actions and mappings that power the Workflows API and Sage Sales Management integration
A collection of questions designed to collect respondent feedback and data
A single response to a survey with timestamp and respondent data
An API route that performs a function and returns data
Assigning fields from one system to another to enable data transfer
Automatically trigger actions when survey results meet thresholds to drive follow up in Sage
Use ready to deploy mapping templates to speed setup
Enrich data with external sources before sending to Sage for richer records
Collect API keys client_id and client_secret for both systems and ensure proper permissions
Set up GET /surveys and GET /surveys/submissions in the connector and map fields to Sage
Run tests with sample data verify mappings then enable in production
The Workflows API exposes endpoints to fetch surveys and submissions enabling you to automate data flows between GHL and Sage. It provides read only access with the surveys.readonly scope and requires secure credentials. By using these endpoints you can pull data into Sage and trigger automated actions without manual entry.
Core endpoints include GET /surveys/ to list surveys and GET /surveys/submissions to retrieve responses. Depending on your plan additional endpoints may be available. Use these endpoints in your Zapier App Connector or custom workflows to map data into Sage fields and trigger actions.
You can set up most integrations without coding using connectors and mapping templates. For custom needs you may use simple scripting or a low code approach. The workflow designer in Zapier or your connector lets you map fields and define triggers with a few clicks.
Authentication uses API keys and tokens with defined scopes to limit access. Keep credentials secure and rotate regularly. Always use HTTPS and monitor for unusual activity via your provider’s security features.
Mapping aligns each survey field with a Sage field. Create a field map to ensure data types and formats match. Test mappings with sample data and handle missing values gracefully to avoid failed imports.
If data fails to sync, check authentication tokens endpoint availability and mapping accuracy. Review logs in both systems. Enable retries for transient errors and use test mode before going live to catch misconfigurations early.
Document your field mappings and endpoints keep credentials rotated and set up alerting for failures. Start with a minimal data set gradually increasing scope and regularly review data quality and consent requirements.
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Complete Operations Catalog - 126 Actions & Triggers
