Obtain and securely store your GHL API credentials, grant the required scopes (including businesses.readonly), and prepare to authorize API calls from ActiveCollab.
In ActiveCollab, configure the API client, paste your GHL credentials, and test the connection to verify permissions and data flow.
Common endpoints for the ActiveCollab integration include listing, retrieving, creating, updating, and deleting businesses: GET /businesses, GET /businesses/{businessId}, POST /businesses, PUT /businesses/{businessId}, DELETE /businesses/{businessId}.
Trigger: When a new business or client is created in ActiveCollab, automatically create or update a matching record in GHL to keep both systems aligned.
Actions: create or update a GHL contact, company, or deal; map fields like name, contact info, and status to ensure consistency.
GET /businesses
Key fields: businessId, name, industry, and owner
Trigger: ActiveCollab events fire webhooks that prompt a GHL update when records change.
Actions: create or update GHL records, or queue changes for processing.
POST /businesses
Required fields: name, type, status, and ownerId
Trigger: a regular, scheduled run (e.g., every 15 minutes) to reconcile data between ActiveCollab and GHL.
Actions: batch update, conflict resolution, and audit logging.
PUT /businesses/{businessId}
Key fields: businessId, lastModified, status
Automate data flow across apps without writing code.
Keep records in sync automatically to reduce manual updates.
Speed up onboarding and reporting with live data from both systems.
A quick glossary of terms and the core data elements and processes involved in connecting GHL with ActiveCollab.
Application Programming Interface: a set of rules that lets software components talk to each other, exposing endpoints you can call from ActiveCollab.
A specific URL path in an API used to perform a particular operation (for example, GET /businesses).
A lightweight HTTP callback that notifies your app when an event occurs on the other side.
The process of proving identity and granting access to an API, typically via API keys, OAuth, or tokens.
Whenever a new client is added in ActiveCollab, automatically create a corresponding contact or organization in GHL to keep CRM data aligned.
Map ActiveCollab project milestones to GHL deals or tasks to track progress in one place.
Use GHL actions to trigger follow-up tasks or emails when key ActiveCollab events occur.
Obtain your GHL API key or OAuth token and note the required scopes for access to businesses data.
Enter endpoints, map fields, and set synchronization rules in your ActiveCollab setup.
Run tests with sample records, check for data integrity, and switch to live mode.
No coding is required for basic connections; you can use the UI or templates to set up standard mappings. For more advanced scenarios, a light custom step can be added if needed.
You can synchronize core entities like contacts, companies, deals, projects, and milestones. Field mapping supports name, email, phone, status, and custom fields to fit your workflow.
Connections use TLS with API keys or OAuth tokens. Tokens can be rotated and stored securely, and activity is logged for auditing.
Yes. Field mappings are configurable in the integration settings. You can map ActiveCollab fields to corresponding GHL fields to ensure accurate data flow.
Retry logic with exponential backoff handles transient errors. Detailed error messages appear in logs, and you can retry failed requests manually if needed.
There are no-code templates and presets available for common tasks, enabling quick setup without writing code.
Logs and audit trails are accessible in your integration dashboard and can be exported for compliance and debugging.
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Complete Operations Catalog - 126 Actions & Triggers
