Access to the Workflows API requires a valid API key with the surveys.readonly scope. Store credentials securely and rotate keys regularly.
Use your Wisernotify workspace credentials to connect to the GHL Workflows API, ensuring read only access to surveys data and secure credential handling.
– GET /surveys/ — Retrieve a list of surveys. – GET /surveys/submissions — Retrieve submissions for surveys. (Note: additional endpoints may be used in other workflows in future.)
Trigger: when a survey is submitted in Wisernotify, send data to Workflows to start a new or updated workflow step.
Actions: create or update surveys, start automated tasks, or trigger follow up messages.
GET /surveys/
Key fields: id, title, created_at
Trigger: new survey submission arrives from Wisernotify
Actions: log the submission, update contact fields, and feed analytics dashboards
GET /surveys/submissions
Key fields: id, survey_id, responder, submitted_at
Trigger: daily or weekly scheduled syncs
Actions: export data to your data warehouse, refresh dashboards, or push to reporting tools
GET /surveys/
Key fields: id, summary
Fast setup with no-code connectors and visual builders
Automations without coding: triggers, actions, and filters map to Wisernotify data
Bi directional data sync for accurate reporting and better decision making
Learn the core elements and processes used to connect Wisernotify with the Workflows API for automated survey workflows.
A set of rules that lets apps request data or perform actions across systems.
A specific URL and method that exposes a function in an API.
A mechanism for one app to notify another in real time when events occur.
The process of proving identity to access an API, typically via keys or OAuth.
Send tailored follow-up messages when a survey is completed to boost engagement.
Push survey results to live dashboards so teams can react in real time.
Route respondents to targeted Wisernotify workflows based on their answers.
Create a Workflows API key with the surveys.readonly scope and store securely.
Add the available endpoints (GET /surveys/, GET /surveys/submissions) and map fields to Wisernotify objects.
Run tests, verify data flow, and enable automated workflows.
Authentication for the Workflows API uses API keys with the surveys.readonly scope. Include the key in the Authorization header as Bearer {token}. Keep keys secure and rotate them regularly. For added security, restrict the key to the required endpoints and monitor usage with your API provider’s dashboard.
Currently available endpoints for this integration are GET /surveys/ and GET /surveys/submissions. These expose survey data and responses you can map into Wisernotify workflows. If you need more endpoints, plan for future expansions and consider using Webhooks to capture events.
Triggers fire when a survey is submitted in Wisernotify and data is sent to the Workflows API. Use mapped fields to drive actions. You can combine triggers with filters to customize when workflows start.
Yes. Zapier provides a no-code path to connect Wisernotify and the Workflows API using triggers and actions. You can create multi-step zaps to automate responses without writing code.
Rate limits depend on your plan. If you hit quotas, implement exponential backoff and retry. Contact support if you consistently near limits. Caching and batching requests can help manage usage.
First, verify credentials, endpoints, and scopes. Check your API key, ensure the endpoint URLs are correct, and review account permissions. Next, inspect error messages and logs, and test connectivity from your server or Zapier to isolate issues.
Key synced fields include id, title, created_at for surveys and id, survey_id, responder, submitted_at for submissions. Map fields to Wisernotify objects to ensure consistent data. Adjust field mappings as your data model evolves, and test thoroughly.
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Complete Operations Catalog - 126 Actions & Triggers