Authenticate using your GHL credentials and the Tess AI by Pareto app. Use API keys and OAuth scopes to securely authorize requests; keep credentials in a secure vault and rotate regularly.
Tess AI by Pareto authenticates against the Workflows API by exchanging securely issued credentials. Ensure the app is granted the surveys.readonly scope to read survey data and apply appropriate permissions.
– GET /surveys/ — Retrieve all surveys; – GET /surveys/submissions — Retrieve submissions for surveys; – Additional endpoints are available in the API docs and may be used as needed.
Trigger: when a new survey is created or updated in Tess AI by Pareto, fetch surveys via GET /surveys/ to pull the latest list.
Actions: map survey fields to Tess AI by Pareto records and push updates to Tess AI.
GET /surveys/
id, title, created_at, updated_at, submissions
Trigger: new or updated submissions detected; pull via GET /surveys/submissions
Actions: attach submission data to Tess AI records and trigger analyses
GET /surveys/submissions
survey_id, submission_id, respondent, answers, submitted_at
Trigger: on-demand enrichment to derive insights; fetch surveys and submissions on a schedule
Actions: enrich Tess AI records with insights and generate reports
GET /surveys/
survey_id, insights, score
No-code automation enables teams to set up end-to-end data flows between Tess AI by Pareto and the Workflows API without writing code.
Faster time-to-value and easier maintenance with visual triggers, actions, and mappings.
Centralized access to survey data and insights for faster decision making.
Key elements include API endpoints, authentication, data mapping, and workflow triggers. Processes cover setting up triggers, actions, error handling, and data synchronization.
A specific URL and HTTP method used to interact with the Workflows API from Tess AI by Pareto.
A callback URL that receives real-time data from the Workflows API or Tess AI by Pareto when events occur.
The process of proving your identity to the Workflows API so requests are authorized.
Aligning fields between Tess AI by Pareto and the Workflows API to ensure accurate data flow.
Automatically summarize survey responses and surface top themes in Tess AI by Pareto dashboards using Workflows API data.
Trigger immediate notifications when specific sentiment or scores cross thresholds.
Generate stakeholder-ready reports with charts and insights pulled from surveys via the API.
Collect your Tess AI by Pareto client credentials and your Workflows API key; store securely.
Map GET /surveys/ and GET /surveys/submissions to your Tess AI by Pareto data fields; decide mapping rules.
Run tests in a staging environment, review data accuracy, then deploy to production with monitoring.
No coding is required for basic setup; the connector provides a visual builder to configure triggers and actions. You can create common flows without touching code. If you need advanced logic, you can add custom rules or scripts within your automation layer. This makes it easy for non-developers to deploy effective automations quickly.
You can sync surveys, submissions, and key metadata between Tess AI by Pareto and the Workflows API. Map fields such as survey_id, title, respondent data, and submission timestamps to ensure accurate data movement. You can also push derived insights back into Tess AI dashboards for richer analytics.
Authentication is handled via API keys tied to your GHL account and the Tess AI by Pareto app. Use OAuth scopes to control access and keep credentials secure. Rotate keys regularly and test connections in a staging environment before going live.
Yes. Field mappings can be customized in the mapping UI. You can rename fields, convert data types, set default values, and apply transformation rules to ensure data aligns correctly between systems.
Currently, the integration supports retrieving surveys and submissions (GET /surveys/ and GET /surveys/submissions). Additional endpoints may be available as the API expands; refer to the Workflows API docs for a complete list and any rate limits.
We include retry logic with exponential backoff and clear error messages. You can configure retries and alerting to handle transient failures. For persistent issues, review field mappings and authentication scopes, then retry after corrections.
Official API documentation for the Workflows API is available on the developer portal. It includes endpoint references, authentication guides, example requests, and best practices for building reliable automations with Tess AI by Pareto.
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Complete Operations Catalog - 126 Actions & Triggers
