How to connect Trevor-io to Workflows API

Workflows API + Trevor-io: Automate surveys and data syncing with ease

Connecting Workflows API with Trevor-io for seamless data flows

This guide shows how to link Workflows API (GHL) with Trevor-io to fetch surveys and submissions, enabling automated tasks and smarter data routing in your workflows. With a read-only scope for surveys, you can safely pull insights without modifying Trevor-io data.

Authenticate the Workflows API connection

Use a dedicated API credential for the Workflows API in Trevor-io to authorize requests. The connection is scoped to surveys.readonly to protect data while enabling you to read survey lists and submissions.

Authenticate Trevor-io to GHL

Grant GHL access in Trevor-io by issuing an API key or OAuth token and selecting read permissions for surveys. This keeps Trevor-io data secure while allowing the Workflows API to fetch data.

Trevor-io Workflows API endpoints

– GET /surveys/ — retrieve a list of surveys; – GET /surveys/submissions — retrieve survey submissions

Top 3 connection ideas for Workflows API and Trevor-io

Sync Surveys to your workflows

Trigger: When a new survey is created in Trevor-io

Actions: fetch surveys using GET /surveys/ and push to your workflow as items

GET /surveys/

id, title, status, created_at, submissions_count

Top 3 connection ideas for Workflows API and Trevor-io

Sync Submissions

Trigger: New or updated submissions in Trevor-io

Actions: pull /surveys/submissions and map fields to your workflow

GET /surveys/submissions

submission_id, survey_id, responder, answers

Top 3 connection ideas for Workflows API and Trevor-io

Automated data reconciliation

Trigger: Daily sync to ensure data freshness

Actions: run full fetch of surveys and submissions; write to a unified data layer in your workflow

GET /surveys/ and GET /surveys/submissions

survey_title, last_updated, submission_count

No-code benefits of connecting Workflows API with Trevor-io

Build powerful automations without writing code.

Centralize survey data from Trevor-io into your GHL workflows.

Move faster with real-time data and triggers.

Key terms and glossary

Understand API endpoints, authentication, triggers, actions, and data mapping that power Trevor-io and the Workflows API connection.

API

Application Programming Interface: a set of endpoints and methods that allow software to talk to Trevor-io and the Workflows API.

Endpoint

A specific URL path in an API that performs an action, like /surveys/.

Authentication

The process of verifying identity and granting access to Trevor-io data via the Workflows API.

Trigger

An event that starts a workflow, such as a new survey submission.

People also Search for:

Creative ideas for integrating Workflows API with Trevor-io

Idea 1: Automated survey follow-ups

Trigger reminders in Trevor-io when a survey is submitted; create tasks in GHL.

Idea 2: Submissions analytics dashboard

Pull data and populate dashboards in GHL for metrics.

Idea 3: Auto-segment customers

Use responses to segment contacts in GHL.

3 Simple steps to connect Workflows API with Trevor-io

Authorize access

Obtain API credentials from Trevor-io and add to GHL.

Configure endpoints

Enable GET /surveys/ and GET /surveys/submissions in your workflow.

Test the integration

Run test queries and verify data sync.

FAQs

What data can I access with the Workflows API in Trevor-io?

The Workflows API in Trevor-io lets you access surveys and their submissions, including the list of surveys, individual submissions, and related metadata. You can read survey details, track responses, and use that data to drive automations in your workflows. Commonly, teams pull survey data to trigger tasks, update contact fields, or fuel analytics dashboards.

Authentication is typically done via a secure API key or OAuth token issued for the Workflows API, scoped to surveys.readonly. To set up, obtain credentials from Trevor-io, configure them in GHL as a connected app, and grant read access to the needed resources; rotate keys regularly for security.

Endpoints available include GET /surveys/ to list surveys and GET /surveys/submissions to fetch responses. Depending on your setup, additional endpoints can be enabled, but this page focuses on the two core endpoints required to read survey data.

Yes. You can configure triggers in GHL to respond to new submissions, status changes, or survey updates in Trevor-io. Combine with actions to fetch data and update records automatically.

No-code integration is possible using the Workflows API connector in GHL; you can connect Trevor-io and map fields without writing code. Utilize built-in triggers, actions, and data mapping to constitute a complete workflow.

Common use cases include automation of lead follow-ups, syncing survey responses to contact records, and automated reporting. Teams use it to reduce manual data entry and speed up decision-making.

Rate limits and permissions are defined by the Trevor-io and GHL configurations; check the API docs for current quotas and scopes. If you hit limits, implement batching, caching, and backoff strategies, and request higher quotas if needed.

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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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