Use an API key or OAuth with the scope surveys.readonly to securely access survey data from GHL.
Smith AI Chat uses its own API token or OAuth to receive data from GHL; store credentials securely and rotate keys regularly.
– GET /surveys/ – GET /surveys/submissions – Additional endpoints are currently in preview.
Trigger: a new or updated survey submission in Workflows API triggers a corresponding update in Smith AI Chat.
Actions: create or update a contact in Smith AI Chat, attach submission details, and log an activity record.
GET /surveys/submissions
submission_id, survey_id, responder_email
Trigger: new survey data in Workflows API enriches the user profile in Smith AI Chat.
Actions: merge/update user profile fields, tag the user, and trigger follow-up messages.
GET /surveys/
survey_id, user_email, responses
Trigger: completed surveys generate automated alerts in Smith AI Chat.
Actions: generate a summary, notify teams, and update dashboards.
GET /surveys/submissions
submission_id, survey_id, reporter_email
No-code integration lets you link Smith AI Chat and Workflows API without writing code.
Fast, drag-and-drop setup with triggers and actions that keep data in sync in real time.
Scales to more endpoints and use cases as your needs grow.
Key elements include endpoints, authentication, webhooks, triggers, actions, and data mappings between GHL and Smith AI Chat.
Application Programming Interface: a set of rules that allows apps to communicate.
A webhook is a real-time notification URL you configure to receive events.
Methods used to verify identity, typically API keys or OAuth tokens.
A specific URL path for an API operation.
Capture new survey responses and trigger personalized chat interactions with leads.
Push updates to active conversations as soon as responses arrive.
Summarize survey results and display key metrics inside Smith AI Chat for the team.
Obtain API credentials for both services and store securely.
Map GHL endpoints to Smith AI Chat actions and configure webhooks.
Run tests with sample data and monitor events to verify the integration.
No-code integration makes it easy to connect Smith AI Chat with Workflows API without writing code. You can start with built-in triggers and actions right away. Consult the endpoint list to see what data you can pull in and push out. Leading with a small test flow helps validate data mapping and timing.
The available endpoints in this guide include /surveys/ and /surveys/submissions. Use them to pull survey data and submission details, then map fields to Smith AI Chat. As you expand, new endpoints can be added following the same mapping approach.
No deep coding is required for standard connections. You can leverage no-code automation platforms like Zapier or native connectors to set up triggers, actions, and data mapping. For advanced transformations, light scripting can be used if needed.
Connections are secured with API keys or OAuth tokens over HTTPS. We recommend least-privilege scopes and regular credential rotation to minimize risk.
Authenticate each service with its own method. Store tokens securely, refresh as needed, and validate permissions before performing operations.
Yes. Use test data or sandbox environments to validate the workflow before going live. Monitor logs and set alerts for failures.
Resources: official docs, community templates, and the Rankr knowledge base. Reach out to support for tailored guidance.
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Complete Operations Catalog - 126 Actions & Triggers
