Grant permissions for the Workflows API to access Signable data and create or read records as needed.
Authorize Signable to receive data from Workflows API and to trigger signature workflows automatically.
– GET /surveys/ — List surveys available in Workflows API – GET /surveys/submissions — Retrieve survey submissions
Trigger: when a survey is updated, pull latest data via GET /surveys/.
Actions: map surveys to Signable templates and create or update records.
HTTP method/path: GET /surveys/
Key fields: id, title, last_modified
Trigger: new submissions detected; fetch with GET /surveys/submissions
Actions: create a Signable document or update sign status; map responses.
HTTP method/path: GET /surveys/submissions
Key fields: submission_id, survey_id, status
Trigger: after data fetch, trigger Signable workflow via webhook
Actions: route to Signable templates and apply mapping rules
N/A
N/A
Fast setup with no-code bridging between Workflows API and Signable.
Real-time visibility of survey data in Signable for signing decisions.
Automated task orchestration reduces manual work and errors.
A concise glossary of terms used in this guide, including endpoints, authentication, webhooks, and field mapping.
A specific URL and HTTP method used to access a resource in an API.
A real-time notification mechanism that delivers data from one app to another.
A process to verify identity and grant access to resources.
Aligning data fields between systems so data flows correctly.
Set automated reminders when a Signable document is awaiting signature, triggered by survey responses.
Route responses to different Signable templates based on survey answers.
Maintain an immutable log of actions for compliance and traceability.
In GHL, authorize the Workflows API to access Signable data and set up OAuth credentials.
Map survey fields to Signable document fields and choose templates.
Run test submissions, validate signatures, then enable live mode.
No coding is required for basic setups. Use prebuilt actions and field mappings to connect Signable with Workflows API. If you need more advanced automation, you can add webhook triggers. This guide covers common no-code patterns to get you started. You can also leverage ready-made templates to accelerate implementation.
For a fundamental integration, you will rely on the endpoints that list surveys and fetch submissions. This gives you the data needed to create Signable templates and documents. You can expand later with additional endpoints as your process grows.
Field mapping aligns data from Workflows API to Signable. Map respondent name, email, and survey responses to Signable document fields to ensure correct signing data.
Yes. You can configure webhooks or polling to trigger Signable workflows when updates occur in Workflows API, enabling near real-time signing.
Security: use OAuth, restrict scopes, and validate payloads. encrypt sensitive data in transit and at rest, and monitor access via audit logs.
Yes. Use a sandbox or test mode to validate flows before going live, ensuring no impact on production data.
Logs and status can be viewed in the GHL API integration dashboard, including requests, responses, and error details for troubleshooting.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
