Access to the Workflows API uses OAuth 2.0 tokens scoped to surveys.readonly. Obtain your client credentials, request the surveys.readonly scope, and include the Bearer token in each request header when calling endpoints like GET /surveys/ and GET /surveys/submissions.
In the Zapier connector, configure the chosen authentication method (OAuth 2.0 or API key) and store tokens securely. Test the connection to ensure valid access before building automations.
GET /surveys/ — List surveys available for mapping and triggering; GET /surveys/submissions — Retrieve submissions for a selected survey to drive actions.
Trigger: A new or updated survey is detected via GET /surveys/ to start a Zap workflow.
Actions: Retrieve relevant submissions with GET /surveys/submissions and pass key fields to subsequent Zap steps.
Method/Path: GET /surveys/ and GET /surveys/submissions as needed
survey_id, submission_id, timestamp, respondent_email
Trigger: Submissions fetched for a survey and ready for mapping
Actions: Create or update CRM contacts/leads with submission data via Zapier integrations
Method/Path: GET /surveys/submissions
submission_id, survey_id, respondent_email, status
Trigger: Submissions with full data payloads ready for mapping
Actions: Merge and push to internal data stores, dashboards, or downstream apps via Zapier tasks
Method/Path: GET /surveys/ and GET /surveys/submissions combined in a single Zap step
survey_id, submission_id, user_id, timestamp
Build powerful automations without writing code; faster time-to-value
Centralized data flow across surveys and workflows in one visual designer
Scalable automations with monitoring, retries, and logs in Zapier
Key elements include endpoints, authentication, data fields, triggers, actions, and field mappings that connect the Workflows API to the Zapier App Connector
A specific URL in the GHL API that performs a defined operation (for example, GET /surveys/)
The process of proving identity and permission to call the API (OAuth 2.0, API keys, or token-based methods)
A server-to-server push that notifies your app of events in real time
Aligning API response fields with your app’s data fields so data flows correctly
When a new survey submission arrives, Zapier creates or updates a CRM contact with mapped fields from the submission.
Send real-time alerts to Slack or email and update dashboards with survey metrics in real time.
Automatically schedule tasks or reminders for team members based on survey outcomes.
Create a GHL API client, request the surveys.readonly scope, and configure OAuth or API key in the Zapier connector
Test GET /surveys/ and GET /surveys/submissions in a sandbox environment before going live
Create Zap templates, map fields, set up error handling, and monitor runs
The Workflows API exposes survey data via endpoints like GET /surveys/ and GET /surveys/submissions. You can use Zapier to poll these endpoints and trigger downstream actions. No coding is required to wire these triggers to common apps and services. The connector handles request formatting and field mapping to speed setup.
Authentication relies on OAuth 2.0 with a scopes of surveys.readonly. You obtain a client credential pair, request the scope, and exchange tokens securely. Tokens are sent in the Authorization header and are refreshed as needed according to your OAuth provider settings.
Survey endpoints include at least GET /surveys/ for discovery and GET /surveys/submissions for data retrieval. You can combine data from these endpoints in Zapier to drive filters, conditions, and actions in your automations. Additional endpoints may be available as the API expands.
You do not need to write code to connect using the Zapier App Connector. The no‑code builder handles authentication, endpoint calls, field mapping, and workflow orchestration. You can create powerful automations through templates and drag‑and‑drop steps.
Testing is performed in a sandbox or test environment. Start by connecting to GET /surveys/ and GET /surveys/submissions with sample data, verify responses, then build and test your Zap templates before going live.
The API returns fields such as survey_id, submission_id, timestamp, and respondent_email. You can map these fields to your app’s data structures in Zapier to drive actions, updates, and analytics.
Store credentials securely in Zapier’s vault, rotate tokens regularly, and follow best practices for API key management. Use restricted scopes and monitor access logs to keep credentials safe.
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