The Workflows API uses token-based authentication with your GHL account. Use the surveys.readonly scope to retrieve survey data via GET endpoints. Store credentials securely in Zapier’s connection settings.
Authorize the Zapier App Connector to access your Workflows API. You’ll grant consent for the surveys.readonly scope and configure OAuth 2.0 or API key-based authentication as supported by your account.
– GET /surveys/ — List surveys\n- GET /surveys/submissions — Retrieve submissions for a survey
Trigger: Retrieve the list of surveys to drive your workflow.
Actions: Use survey data in actions like create/update in downstream apps, or map fields to your Zap.
GET /surveys/
id, title, description, created_at
Trigger: Retrieve submissions for a selected survey to act on responses.
Actions: View submission details, filter by survey_id, responder, or date.
GET /surveys/submissions
submission_id, survey_id, responder_name, answers, submitted_at
N/A
N/A
N/A
N/A
Fast setup with no coding required, enabling you to connect Workflows API to Zapier quickly.
Automatic data synchronization between systems reduces manual work and errors.
Secure, scalable connections with centralized credential management.
Key elements include GHL API name, APPNAME, endpoints, authentication, and data fields used in mappings and workflows.
The GHL API is the backend interface that exposes endpoints like GET /surveys/ to access data from your Workflows API integration.
A collection of questions and options you distribute to respondents, retrievable via the /surveys/ endpoint.
A URL path that returns a specific resource, such as /surveys/ or /surveys/submissions.
An individual response set submitted by a respondent for a survey.
Create a Zap that lists surveys in a dashboard app, enabling quick insights and automation.
Set up a Zap to alert or route new submissions to a Slack channel or a CRM.
Save reusable sequences for common survey workflows, reducing setup time.
Grant access to Workflows API from Zapier App Connector and authorize the connection.
Choose the surveys.readonly scope and map endpoints to your Zap workflows.
Run test triggers and actions, then publish your Zap.
Authentication uses token-based access with OAuth or API keys, depending on your GHL account. Ensure the surveys.readonly scope is granted during setup. If you encounter auth errors, re-authenticate the connection in Zapier. Always store credentials securely. The connection remains active as long as you have valid tokens and permission to access the Workflows API.
The current endpoints exposed are GET /surveys/ to list surveys and GET /surveys/submissions to fetch submission data. Additional endpoints can be added as needed. Review your app’s endpoint list in your connection settings.
No coding is required for basic integration. Zapier provides a point-and-click interface to configure triggers and actions. For advanced data transformations, you can use built-in utilities.
In Zapier, create a new Zap and choose the app. Use Test Trigger to validate the connection. Check authentication status, then run a sample to ensure data is pulled correctly.
GET /surveys/ returns fields such as id, title, and created_at. You can map these fields into your Zap to build downstream actions. If a field is missing, adjust your mapping or request the field in a new endpoint.
Submissions can be retrieved with GET /surveys/submissions. You can filter by survey_id and date to narrow results, and include fields like responder_name and answers in your mappings.
Rate limits and error handling follow the GHL API guidelines. If you hit a limit, implement retries with backoff. Check the API docs for status codes and recommended retry behavior.
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Complete Operations Catalog - 126 Actions & Triggers
