How to Connect Urlbox to the Workflows API

Seamlessly link the Workflows API with Urlbox for automated data capture

A simple guide to connecting Workflows API and Urlbox

This guide walks you through authentication, endpoint usage, and validating the data flow between the Workflows API and Urlbox in a no code friendly setup.

Authentication for the Workflows API

Understand how to securely authenticate requests to the Workflows API, including API keys and tokens used by GHL.

Urlbox authentication

Learn how Urlbox authenticates when connected to the Workflows API, including header conventions and token handling.

Endpoint list for the Workflows API and Urlbox

GET /surveys/ — Retrieve the list of surveys.\nGET /surveys/submissions — Retrieve submissions for surveys.\nOther endpoints are available in the API documentation and may be used as needed.

Top 3 ways to connect Workflows API with Urlbox

API Key Authentication

Trigger: Pass a secure API key in the Authorization header for each request from Urlbox to the Workflows API.

Actions: Read surveys, fetch submissions, and trigger automations in GHL based on Urlbox data.

GET /surveys/

Key fields: api_key header, account_id, and optional page size parameters.

Top 3 ways to connect Workflows API with Urlbox

OAuth 2.0 Flow

Trigger: User authorization grants a token that Urlbox can refresh as needed.

Actions: Exchange authorization code for access and refresh tokens; store securely in Urlbox.

POST /oauth/token

Key fields: client_id, client_secret, redirect_uri, grant_type

Top 3 ways to connect Workflows API with Urlbox

Webhook-driven integration

Trigger: Urlbox events push data to a GHL webhook endpoint in real time.

Actions: Parse payloads and update surveys or trigger actions in Workflows API.

POST /webhooks/urlbox

Key fields: webhook_secret, event_type, signature

No code benefits of connecting Workflows API with Urlbox

Automate data capture from Urlbox results into Workflows automation without writing code.

Eliminate manual data entry and accelerate reporting with live data flows.

Reuse endpoints across automations for scalable workflows and dashboards.

Key Terms and Glossary

Key elements include endpoints, authentication methods, webhooks, and data mappings that connect Urlbox with the Workflows API.

API

Application Programming Interface — a set of endpoints that let apps communicate and exchange data.

Webhook

A real time notification mechanism that sends an HTTP request to a configured URL when an event occurs.

OAuth 2.0

Authorization framework that grants limited access to resources without sharing credentials.

Endpoint

An API URL that exposes a specific resource or action for an app to consume.

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3 Creative ideas for connecting Workflows API with Urlbox

Automate survey creation from Urlbox results

Use Urlbox to generate data or screenshots and push them into Workflows API to create new surveys automatically.

Real-time monitoring with webhooks

Configure Urlbox events to trigger immediate Workflows actions and updates.

Unified dashboards and reporting

Bring Urlbox and Workflows data into a single view for faster decision making.

3 steps to connect Workflows API with Urlbox

Create credentials in the Workflows API

Generate an API key or OAuth app credentials in GHL and save securely.

Configure Urlbox with your GHL credentials

Enter the API key or OAuth client details into Urlbox settings and point to the /surveys/ and /surveys/submissions endpoints where applicable.

Test the connection and monitor data flow

Run tests, verify responses, set up alerts for failures, and optimize mappings.

Frequently Asked Questions

Can I connect Urlbox to the Workflows API without coding?

Yes. The Urlbox to Workflows API integration is designed to be no code friendly with clear connectors, payload mappings, and ready made templates. This means you can start automating data flow without writing custom code.\nTwo, you can progressively add logic by using built in actions and conditions in the Workflows API to handle responses from Urlbox and trigger follow up automations in Urlbox or other systems.

The primary endpoints shown are GET /surveys/ to list surveys and GET /surveys/submissions to fetch submissions. Additional endpoints exist in the API docs for advanced scenarios and are not all shown on this page.\nReview the API documentation to explore pagination, filtering, and additional resources you can leverage in your automations.

Authenticate using either an API key in the Authorization header or an OAuth 2.0 flow with client credentials. Store tokens securely and rotate credentials regularly.\nAlways pass the appropriate access token when Urlbox triggers requests to the Workflows API and validate responses with status checks.

Use sandbox/test endpoints or a staging environment to simulate data flows. Validate that Urlbox events produce expected survey reads or submissions in Workflows API, and set up alerting for failures.\nDocument the request and response payloads to confirm end to end correctness before going live.

Rate limits and costs depend on your Workflows API plan and Urlbox usage. Monitor API call volume and implement backoff strategies for retries.\nConsider batching requests where possible and caching repeated lookups to stay within limits while maintaining data freshness.

Yes. Webhooks support retries and secure verification via signatures and shared secrets. Configure retry policies and verify webhook payloads on receipt to ensure data integrity.\nMaintain a secure webhook endpoint and rotate secrets periodically.

You can find more resources in the GHL and Urlbox integration guides, API reference docs, and support articles.\nIf you need tailored guidance, contact support for a structured onboarding session.

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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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