How to connect Thankster to Workflows API

Integrating the Workflows API with Thankster for automated survey-to-card workflows

How to connect Workflows API with Thankster

This guide shows you how to authenticate both sides, enable the right endpoints, and build a no-code workflow that creates Thankster cards when a survey is submitted through the Workflows API.

Authenticate Workflows API

Generate an API key with the surveys.readonly scope, grant access, and keep credentials secure so your requests to endpoints like GET /surveys/ and GET /surveys/submissions can flow through.

Authorize Thankster access to the Workflows API

In Thankster, create an API connection and paste the Workflows API key to establish a trusted link for data exchange.

Key API Endpoints

GET /surveys/ — list surveys; GET /surveys/submissions — fetch survey submissions; Additional endpoints are available in the API docs and can be used as your needs grow.

Top 3 connections between Workflows API and Thankster

Connection 1: Submission-driven card sends

Trigger: a new survey submission is created in Workflows API.

Action: send a request to Thankster to generate and send a postcard, then log the result back in Workflows.

GET /surveys/submissions

submission_id, survey_id, recipient_email

Top 3 connections between Workflows API and Thankster

Connection 2: Survey lookup and enrichment

Trigger: new or updated survey details are available

Action: fetch survey data, enrich with Thankster template data, then trigger card delivery

GET /surveys/

survey_id, title, status

Top 3 connections between Workflows API and Thankster

Connection 3: Submissions to card delivery

Trigger: a new submission appears in GET /surveys/submissions

Action: post submission data to Thankster to create or update a card, then record activity in Workflows

GET /surveys/submissions

submission_id, recipient_email, status

No-code benefits of connecting Workflows API with Thankster

Visual workflow building means you can automate end-to-end processes without writing code

Fast setup with ready-made triggers and actions lets you go live quickly

Scalability across campaigns and teams stays simple with centralized configuration

Key terms and glossary

This section defines endpoints, triggers, actions, fields, and the data flow that connects survey data to Thankster card creation.

API Endpoint

A specific URL path in the API that exposes a resource or action, such as listing surveys or reading submissions.

Trigger

An event that starts a workflow, for example a new submission or a status change in a survey.

Webhook

A callback URL that receives real-time data from an external service when events occur.

Field mapping

Mapping data fields between GHL and Thankster so data lands in the correct templates and records.

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Creative ideas for integrating Workflows API with Thankster

Automate greeting cards after survey completions

Configure a trigger on new submissions to generate and send a personalized Thankster card automatically.

Segmented campaigns by survey type

Use endpoint data to tailor card templates per survey category and audience.

Reminder follow-ups for incomplete surveys

Trigger reminder cards via Thankster for respondents who haven’t completed a survey.

Three steps to connect Workflows API with Thankster

Create and configure API credentials

In GHL, generate an API key with surveys.readonly scope and note the credential data. In Thankster, add a new API connection and paste the key to establish authorization.

Test the connection and select endpoints

Run a test to verify that GET /surveys/ and GET /surveys/submissions return data, then map fields to templates.

Deploy and monitor

Activate the workflow, monitor results in dashboards, and refine triggers as needed.

Frequently Asked Questions

Do I need to code to set this up?

No coding is required. Use the visual workflow builder to connect Workflows API to Thankster. You will configure triggers, actions, and data mappings without writing code, guided by templates and samples. If you prefer a code-free approach, rely on pre-built blocks and drag-and-drop connectors to map survey data to card content.

The essential endpoints are GET /surveys/ and GET /surveys/submissions for reading survey data. You may also use additional endpoints provided in the API docs as your use case expands. Browse the docs for examples and field options.

Test the connection by running a quick fetch for surveys and a sample submission. Validate that field mappings render correctly in templates and that Thankster cards are created or scheduled as expected. Check logs and retry if authentication fails.

You typically need the surveys.readonly scope for reading submissions. Depending on actions you perform (e.g., creating cards or updating statuses), you may require additional scopes. Always follow the least-privilege principle and rotate credentials regularly.

Yes. You can trigger multiple cards per submission by duplicating actions or creating multiple branches in the workflow. Use conditional logic to decide which templates to apply. Monitor rate limits and ensure unique identifiers for each card.

Map data fields such as recipient_email, survey_id, and response_text to the corresponding placeholders in your Thankster templates. Use a field-mapping step in the workflow to ensure accurate data transfer.

Refer to the API documentation for endpoint details, example requests, and authentication steps. If you need tailored examples, contact support or consult the developer docs.

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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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