How to connect Survey Booker to Workflows API

Integrate Workflows API with Survey Booker for seamless survey data flow

Connecting Workflows API with Survey Booker

This guide explains how to authorize, call the supported endpoints, and automate survey related workflows between the Workflows API and Survey Booker without writing code.

Auth with Workflows API

GHL requires secure authorization. Use OAuth 2.0 tokens or an API key from your Workflows API account to authenticate requests coming from Survey Booker.

Auth for Survey Booker

In Survey Booker you store the GHL access token securely and refresh it as needed so API calls stay authorized between your app and GHL.

Key API Endpoints

GET /surveys/ — fetch all surveys. GET /surveys/submissions — fetch survey submissions.

Top 3 connections between Workflows API and Survey Booker

1) Read surveys and submissions

Trigger when a new submission is created or an existing one is updated.

Actions include creating or updating a Survey Booker record, tagging responses, and kicking off follow up automation.

GET /surveys/ and GET /surveys/submissions are the core calls used to pull data.

survey_id, submission_id, respondent_email, status

Top 3 connections between Workflows API and Survey Booker

2) Real time updates with webhooks

Webhook events fire as soon as a submission is created or updated in GHL.

Actions: push to analytics, notify teams, or trigger automated campaigns in Survey Booker.

Configure a webhook in GHL and consume it in Survey Booker via Zapier App Connector.

webhook_id, event_type, payload

Top 3 connections between Workflows API and Survey Booker

3) Scheduled data sync

Periodic polling to ensure data is in sync even if real time events miss.

Actions: batch import, reconcile duplicates, and update status fields.

GET /surveys/submissions with pagination

survey_id, page, per_page

No code benefits when linking Workflows API with Survey Booker

Build robust survey automations without writing a line of code.

Automate data flow between Survey Booker and the Workflows API to save time and reduce manual tasks.

Reusable templates and presets that accelerate onboarding and campaign setup.

Key terms and glossary for GHL API connections

A quick glossary of terms you will see when integrating the Workflows API with Survey Booker and general automation concepts.

Bearer token

A token used to authenticate API requests; included in the Authorization header as Bearer token.

Webhook

A mechanism for receiving real time notifications from GHL when data changes.

Endpoint

A specific URL that exposes a resource in the API such as surveys or submissions.

Pagination

A method to retrieve large datasets in chunks using page or cursor parameters.

People also Search for:

Creative ideas for connecting Workflows API with Survey Booker

Automate survey driven campaigns

Automatically trigger follow up campaigns when new surveys are submitted, without coding.

Sync survey insights to dashboards

Push survey results to BI dashboards for real time analytics.

Ready to use templates

Prebuilt flows linking Surveys and Workflows API inside Survey Booker for quick setup.

3 steps to connect Workflows API with Survey Booker

Step 1: Prepare credentials

Register an app in Workflows API and copy the client id and secret into Survey Booker.

Step 2: Configure endpoints

Enable GET /surveys/ and GET /surveys/submissions and set up triggers in Survey Booker.

Step 3: Test and deploy

Run test data flows, validate mappings, and publish your integration.

FAQs

What is the required scopes for the surveys in GHL?

For surveys the required scope is surveys.readonly or similar. This allows reading survey definitions and submissions from GHL. Keep scopes minimal to reduce risk. You can expand later if you need additional actions.

No coding is required for the basic integration. The Zapier App Connector and Survey Booker provide a no code workflow to connect endpoints, set triggers, and map fields. More advanced automations can be added with simple configurations.

Essential endpoints for survey data are GET /surveys/ to list surveys and GET /surveys/submissions to fetch responses. Additional endpoints can be added as needed for tracking and updates.

Data sync can be scheduled as often as every few minutes or hourly depending on your plan and needs. Webhooks offer near real time updates, while polling provides periodic sync.

Yes. Webhooks push events to Survey Booker as soon as changes occur in GHL, enabling timely automation and notifications.

Authenticate API calls with OAuth 2.0 tokens or API keys from your Workflows API account. Store tokens securely in Survey Booker and refresh when needed.

API rate limits vary by plan. Refer to the Workflows API documentation for current limits and best practices to avoid throttling.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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