All requests require authentication. Use your GHL API token (Bearer token) or OAuth credentials to authorize calls, and never expose credentials in public apps.
In Zapier, set up a connected account for Conversations API by supplying the API key or OAuth client credentials. This secure connection lets Zapier trigger and act on GHL data.
Endpoints covered include: GET /conversations/:conversationsId (read a conversation), GET /conversations/search (search by criteria), POST /conversations/ (create), PUT /conversations/:conversationsId (update), DELETE /conversations/:conversationsId (remove), GET /conversations/messages/:messageId/locations/:locationId/recording (retrieve recordings), GET conversations/messages/:messageId/transcription (fetch transcription), GET conversations/locations/:locationId/messages/:messageId/transcription/download (download transcription), POST /conversations/messages (send a message), POST /conversations/messages/inbound (handle inbound messages), POST /conversations/messages/upload (upload attachments), PUT /conversations/messages/:messageId/status (update status), DELETE /conversations/messages/:messageId/schedule (cancel scheduled message), DELETE /conversations/messages/email/:emailMessageId/schedule (cancel email scheduling).
Trigger: when a new lead is created in your CRM, Zapier creates a fresh conversation in GHL via the Conversations API.
Actions: locate or create the conversation, post welcome messages, and set participant tags.
POST /conversations/
conversationsId, leadId, status, participants
Trigger: a search returns a matching conversation for your workflow.
Actions: get the conversation, pull messages, and apply labels or assignments.
GET /conversations/search
query, page, limit, status
Trigger: a new inbound message arrives and auto-tags or assigns to the right teammate.
Actions: post a follow-up message, update status, and set assignee.
POST /conversations/messages
conversationId, content, tags, assigneeId
Automate repetitive tasks without writing code, saving time and reducing human error.
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This glossary defines core concepts such as endpoints, triggers, actions, and data fields used when connecting GHL’s Conversations API with the Zapier App Connector.
A specific API URL path and HTTP method used to perform an action against the Conversations API.
The process of proving identity to access the API, typically via OAuth tokens or API keys. Keep credentials secure and rotate regularly.
The URL structure that combines the base API URL with the path and parameters for a request.
A callback mechanism that notifies your app of events in real time, enabling near-instant automation.
When a new lead is added in your CRM, Zapier creates a new conversation in GHL using the Conversations API, then sends a welcome message.
Inbound messages are captured and appended to CRM contact notes or tasks for faster follow-up.
Use tags, assignees, and status updates to route conversations to the right owner in real time.
Generate an API token in GHL, authorize the app, and grant permissions for conversations.readonly and write.
Choose a trigger for New Conversation or New Message, then map fields to your app.
Run tests, verify data accuracy, and enable the automation in production.
A developer account is not strictly required for basic usage, but you will need access to API credentials to authenticate and perform actions. If you do not have a developer setup, start with a connected app in Zapier and request API access from your GHL administrator. This will let you create and test simple automations. For production-scale automations, having a developer account helps with advanced scopes and robust error handling. Remember to keep your credentials secure, rotate keys regularly, and follow your organization’s security policies when sharing tokens.
The API uses token-based authentication. Most flows rely on a Bearer token obtained via OAuth or a dedicated API key. Store tokens securely and grant least-privilege access to your Zapier connections. If your setup requires OAuth, ensure the redirect URLs are correctly configured in both GHL and Zapier. When tokens expire, refresh automatically if supported, or prompt re-authentication in Zapier to maintain seamless automation.
Zapier supports key Conversations API endpoints that enable reading, searching, creating, and updating conversations, as well as managing messages and statuses. Common actions include GET /conversations/:conversationsId, GET /conversations/search, POST /conversations/, POST /conversations/messages, and PUT /conversations/messages/:messageId/status. You can combine triggers and actions to build multi-step workflows. Not every endpoint is required for every Zap; select only the endpoints needed for your automation and map fields accordingly.
Yes. No-code automation is a core benefit of connecting GHL Conversations API to Zapier App Connector. You can create Zaps with point-and-click editors, map data fields, and set up multi-step workflows without writing code. For more complex scenarios, you can add custom steps or error handling using Zapier’s built-in features. This makes it accessible to teams that want to automate workflows quickly while maintaining control over data flow and approvals.
To test your Zap, start with the Zapier ‘Test Trigger’ and ‘Test Action’ steps. Use a sample conversation or message to verify data mapping and field accuracy. Review runtime logs for any errors and adjust field mappings as needed. Once tests pass, enable the Zap and monitor activity from the Zapier dashboard. Keep a test plan and rollback option handy in case you need to revert changes.
Common map-able fields include conversationId, participants, messages, content, status, tags, and assigneeId. Depending on the endpoint, you can also map metadata such as creation time, last updated time, and location data for messages. Plan your mappings to ensure downstream apps receive the exact fields they expect. If you need custom fields, consider storing them in a side table or using Zapier’s built-in formatter to normalize data before routing.
Rate limits vary by your GHL plan and API usage. Always design Zaps to handle retries with exponential backoff and implement graceful error handling. If you expect high throughput, monitor quotas in the GHL developer portal and consider batching requests where supported. For critical automations, implement alerting so your team is notified before limits impact workflows.
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Complete Operations Catalog - 126 Actions & Triggers
