Obtain your API credentials for the Conversations API, including your client ID, client secret, and the required scope conversations.readonly. Store these securely and never expose tokens in public pages.
In Zapier, create an app connection using the GHL credentials. Use the OAuth flow or API Key method supported by the Conversations API for secure access and refresh tokens as needed.
– GET /conversations/:conversationsId – GET /conversations/search – POST /conversations/ – PUT /conversations/:conversationsId – DELETE /conversations/:conversationsId – GET conversations/message.readonly – GET conversations/messages/:messageId/locations/:locationId/recording – GET conversations/locations/:locationId/messages/:messageId/transcription – GET conversations/locations/:locationId/messages/:messageId/transcription/download – PUT /conversations/messages/:messageId/status – POST /conversations/messages – POST /conversations/messages/inbound – POST /conversations/messages/upload – DELETE /conversations/messages/:messageId/schedule – DELETE /conversations/messages/email/:emailMessageId/schedule
Trigger: A new or updated conversation is detected via GET /conversations/search or GET /conversations/:conversationsId.
Actions: Use GET to fetch conversations and PUT to update fields like status, tags, or notes; POST /conversations/ to create new conversations when needed.
Methods/Endpoints: GET /conversations/:conversationsId, PUT /conversations/:conversationsId, POST /conversations/
Key fields: conversationsId, status, participants, lastMessageAt
Trigger: New inbound message detected via POST /conversations/messages/inbound
Actions: POST /conversations/messages, POST /conversations/messages/inbound, POST /conversations/messages/upload
Methods: POST /conversations/messages, POST /conversations/messages/inbound, POST /conversations/messages/upload
Key fields: messageId, conversationId, locationId, sender, timestamp
Trigger: New transcripts or recordings retrieved via GET endpoints
Actions: GET conversations/messages/:messageId/transcription, GET conversations/locations/:locationId/messages/:messageId/transcription/download, GET conversations/messages/:messageId/locations/:locationId/recording
Methods: GET /conversations/messages/:messageId/transcription, GET /conversations/locations/:locationId/messages/:messageId/transcription/download, GET /conversations/messages/:messageId/locations/:locationId/recording
Key fields: messageId, locationId, transcriptionStatus
Auto-run workflows without writing code, connecting conversations to your CRM and support channels
Fast iteration with reusable Zapier triggers and actions for messages and conversations
Centralized debugging with logs and retries built into Zapier and the API
Key components you’ll work with include endpoints, authentication methods, triggers, actions, and data fields that flow between GHL and Zapier.
A specific URL pattern and HTTP method used to perform an operation on the GHL Conversations API, for example GET /conversations/:conversationsId.
The process of verifying identity and granting access to the API, typically via OAuth or API keys.
A standard for delegated authorization that allows the Zapier App Connector to access GHL data on behalf of a user without sharing passwords.
Controlled thresholds that protect the API from excessive requests and ensure fair use.
Automatically create or update a contact when a new conversation starts and synchronize status changes back to the GHL Conversations API to keep data fresh across systems.
Send transcripts and sentiment tags to your knowledge base or support wiki to empower agents with context.
Use inbound messages and quick replies to route common questions to the right team using Zapier.
Obtain API credentials and set up OAuth or API keys for both GHL and Zapier, keeping tokens secure.
Map required endpoints to Zapier triggers and actions, including conversations, messages, and transcripts.
Create Zaps, run tests, and monitor retries to ensure reliable automation.
The GHL Conversations API provides programmatic access to conversations, messages, and related data. It enables your apps and workflows to read, create, update, and manage conversations. This API is designed to integrate with tools like Zapier to automate chat-driven processes. By using endpoints such as GET /conversations/:conversationsId and POST /conversations/, you can automate routing, logging, and customer engagement tasks. Best practices include using scoped credentials, handling pagination, and implementing robust error handling to ensure reliable automation.
No traditional coding is required to connect with Zapier. Zapier’s App Connector lets you configure triggers, actions, and searches that call the Conversations API. For more advanced flows, lightweight scripting or pre-built Zap steps can fill gaps without a full API integration. Always protect sensitive credentials, rotate API keys regularly, and use secure storage for tokens.
For basic automations, focus on essential endpoints such as GET /conversations/search to find conversations, GET /conversations/:conversationsId to fetch a specific conversation, POST /conversations/messages to send messages, and GET /conversations/messages/:messageId/transcription to retrieve transcripts. These endpoints cover reading, creating, and simply routing conversations and messages without requiring advanced logic.
Secure authentication is typically achieved via OAuth or API keys. Keep client secrets confidential, use short-lived tokens when possible, and implement token refresh flows. In Zapier, store credentials securely and avoid logging sensitive values. If your environment supports per-user tokens, prefer them to shared credentials to minimize risk.
Yes. Transcripts and recordings can be retrieved via endpoints like GET conversations/messages/:messageId/transcription and GET conversations/messages/:messageId/locations/:locationId/recording. You can route this data into your knowledge base, CRM notes, or analytics dashboards for richer insights. Ensure proper permissions and handle large payloads with pagination or streaming where supported.
The Conversations API enforces rate limits to prevent abuse. Implement retries with exponential backoff, respect headers indicating remaining quota, and stagger calls across your Zaps. If you hit limits, optimize by batching requests and using cached data where possible. Consult the API documentation for your exact rate limits and adjust your Zapier workflows accordingly.
Endpoint documentation is available in your developer portal or API documentation section. Look for the Conversations API reference and examples showing how to authenticate, make requests, and interpret responses. Use the sample cURL calls and tests in your environment as you build Zapier automations.
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