Use OAuth 2.0 to authorize TradePortal to read surveys in GHL. Generate a client ID and secret, request an access token, and securely store credentials.
TradePortal uses the same OAuth flow to securely connect to GHL. Ensure you grant the minimum scope surveys.readonly for read-only access and protect tokens.
GET /surveys/ — Retrieve all surveys. GET /surveys/submissions — Retrieve survey submissions. Other endpoints are available in the GHL API docs and can be added as needed.
Trigger: When a survey submission arrives in TradePortal, the Workflows API starts a follow-up workflow.
Actions: create a CRM task, notify teammates, and update submission status.
GET /surveys/submissions
survey_id, submission_id, responder_email
Trigger: A new submission updates contact fields in the CRM in real time.
Actions: update contact, add notes, log activity.
GET /surveys/
survey_id, responder_email
Trigger: New submissions feed reports and dashboards for stakeholders.
GET /surveys/submissions
submission_id, survey_id
Automate repetitive survey workflows without writing code.
Real-time data synchronization between TradePortal and your systems for faster decisions.
Build powerful automations with drag-and-drop workflows and API endpoints.
This glossary covers API, endpoint, trigger, authentication, and integration terms used to connect TradePortal with the GHL Workflows API.
An interface that lets TradePortal and GHL exchange data programmatically.
A specific URL path used to access a resource in the GHL API.
An event that starts an automated workflow or sequence.
The process of verifying identity to gain access to the GHL API.
Automatically send a welcome survey when a new contact is added in TradePortal and route results to the appropriate team.
Use survey responses to qualify leads and update CRM fields automatically.
Pull submission data into dashboards for stakeholders and executives.
In GHL, create a client ID and secret to authorize TradePortal.
Enter the endpoint paths and OAuth tokens in the TradePortal settings to enable data flow.
Run a test submission to verify data moves correctly and then go live.
The TradePortal GHL connection enables automated data flow between TradePortal and the GHL Workflows API. It uses OAuth for secure access and read-only scope for surveys to protect your data. You can trigger workflows based on survey activity and propagate results to your CRM and dashboards.
Surveys endpoints like GET /surveys/ and GET /surveys/submissions are commonly required to pull survey definitions and responses. Additional endpoints can be added as needed for advanced automation.
No code is required to set up basic automations. The TradePortal interface provides drag-and-drop workflow builders that connect to GHL endpoints. For complex scenarios, you may extend with API calls, but it is not mandatory.
Authentication is handled via OAuth 2.0. You’ll create a client in GHL, obtain a client secret, and exchange it for an access token. TradePortal stores tokens securely and uses them to make API requests.
Yes. You can map submission fields to your CRM or data store, customize field updates, and set rules for how data should be stored or transformed during sync.
Data can be viewed inside TradePortal’s dashboards, CRM, and any connected BI tools that receive the submission data via the API.
If you need help, consult the docs, reach out to support, or hire a technical consultant familiar with GHL API integrations and the TradePortal workflow builder.
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Complete Operations Catalog - 126 Actions & Triggers
