To authorize, obtain your credentials, set scope conversations.readonly, and grant permission to the Zapier App Connector so you can create, read, and manage conversations and messages.
Connect Zapier App Connector to your GHL account by linking API credentials and permitting access for your workflows and automations.
Endpoints used: GET /conversations/:conversationsId, GET /conversations/search, conversations.write, POST /conversations/, PUT /conversations/:conversationsId, DELETE /conversations/:conversationsId, 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, conversations/message.write, POST /conversations/messages, POST /conversations/messages/inbound, POST /conversations/messages/upload, PUT /conversations/messages/:messageId/status, DELETE /conversations/messages/:messageId/schedule, DELETE /conversations/messages/email/:emailMessageId/schedule
Trigger when a new or updated conversation is created in Conversations API.
Actions include creating conversations, sending messages, and updating statuses to keep threads in sync.
Key paths: GET /conversations/:conversationsId, POST /conversations/, POST /conversations/messages
Key fields: conversationsId, messageId, status, timestamp
Trigger when new inbound messages arrive in Conversations API.
Actions: process inbound content, fetch transcription, store results for later use.
Paths: POST /conversations/messages/inbound, GET /conversations/locations/:locationId/messages/:messageId/transcription, GET /conversations/locations/:locationId/messages/:messageId/transcription/download
Key fields: messageId, locationId, transcription
Trigger: scheduled tasks or bulk updates within Conversations API.
Actions: manage scheduling, bulk update message statuses, and archive or flag conversations as needed.
Paths: DELETE /conversations/messages/:messageId/schedule, PUT /conversations/messages/:messageId/status
Key fields: messageId, scheduleId, status
Automate workflows without writing code, using triggers and actions to move data between Apps.
Bridge data between Conversations API and other apps in minutes, not days.
Create repeatable, auditable processes that scale with your business.
This glossary covers Conversations, Endpoints, Messages, Locations, Transcriptions, and Scheduling within the GHL Conversations API and Zapier App Connector context.
A thread of messages between a user and your service that includes comments, notes, and updates.
Individual communications within a conversation, including text, attachments, and metadata.
Locations denote where conversations occur or are recorded, often tied to a physical or virtual workspace.
The text representation of audio from a message, enabling search and analysis.
Create a Zap that notifies your team or assigns a follow-up task whenever a new conversation is started.
Attach sentiment tags to conversations using a sentiment analysis step, enabling smart routing.
Run periodic cleanups to archive or summarize older conversations for reporting.
Obtain your API key, set the required scope, and prepare OAuth credentials if needed.
Authorize the app, pick triggers and actions, and run a test connection.
Create a Zap using the recommended endpoints, then test end-to-end automation.
You can authenticate using API keys and OAuth2 tokens. API keys grant access to essential endpoints with scoped permissions, while OAuth2 provides a secure, user-consented flow for long-term integrations. Always restrict scopes to the minimum required (for example, conversations.readonly for reads). The Zapier App Connector will securely store and rotate credentials as needed. Use test credentials first to verify access before moving to production.
Common endpoints include GET /conversations/:conversationsId to fetch a specific conversation, GET /conversations/search to locate conversations by query, and POST /conversations/ to create new ones. For message handling, POST /conversations/messages sends a new message, and POST /conversations/messages/inbound handles inbound data. Use transcription endpoints to retrieve or download transcripts as needed.
Rate limits depend on your GHL plan and API tier. In general, plan for burst requests during initial setup and use batching for bulk operations. Implement retry logic with exponential backoff and respect per-endpoint quotas to avoid throttling. If you expect higher usage, contact support to discuss elevated limits.
To test, create a small test Zap in Zapier that triggers on a sample conversation and runs a sequence of actions (e.g., fetch conversation, send a message, and store results). Use sandbox or test credentials, inspect responses, and adjust mappings as needed. Validate both success and failure paths.
Inbound messages and transcripts can be processed by Zapier as separate steps. First capture inbound data with POST /conversations/messages/inbound, then pull or download the transcription via GET /conversations/locations/:locationId/messages/:messageId/transcription or transcription/download. Store results in your destination app for reporting or analytics.
Scheduling is managed through dedicated endpoints like DELETE /conversations/messages/:messageId/schedule and PUT /conversations/messages/:messageId/status. In Zapier, set up a step to trigger on a schedule and apply updates to multiple messages in bulk where supported. Always confirm the outcome with a follow-up lookup.
Official API documentation for the Conversations API and related endpoints is available in the GHL developer portal. The portal includes endpoint references, authentication details, and best practices for error handling and pagination. Use it alongside the Zapier App Connector guides for best results.
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Complete Operations Catalog - 126 Actions & Triggers
