Authenticate every request with OAuth 2.0 Bearer tokens and your API key. Use the scope conversations.readonly to limit access when appropriate, and refresh tokens regularly.
APPNAME should follow the same OAuth flow, securely storing tokens and refreshing before expiry. Use per-integration credentials and rotate secrets periodically.
GET /conversations/:conversationsId; GET /conversations/search; POST /conversations/; PUT /conversations/:conversationsId; DELETE /conversations/:conversationsId; GET conversations/messages/:messageId/locations/:locationId/recording; GET conversations/locations/:locationId/messages/:messageId/transcription; GET conversations/locations/:locationId/messages/:messageId/transcription/download; 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: a new conversation is created in APPNAME, then synchronized to the GHL Conversations API.
Actions: create conversations, update status, attach messages, and fetch transcripts.
Method paths: POST /conversations/ to create, GET /conversations/:conversationsId to retrieve, PUT /conversations/:conversationsId to update.
Key fields: conversationsId, status, messages, transcripts.
Trigger: inbound messages arrive in APPNAME and are pushed to GHL for processing.
Actions: deliver messages to APPNAME, log events, optionally trigger auto-responses.
Method paths: POST /conversations/messages, GET /conversations/messages/:messageId, PUT /conversations/messages/:messageId/status.
Key fields: messageId, locationId, recording, transcription.
Trigger: endpoint hits trigger automatic actions (e.g., status updates).
Method paths: PUT /conversations/messages/:messageId/status; DELETE /conversations/messages/:messageId/schedule.
Key fields: messageId, status, scheduleTime.
Drag-and-drop workflow setup without coding.
Real-time syncing reduces manual data entry and errors.
Secure authentication and role-based access control.
A concise glossary of terms such as Conversations, Messages, Transcripts, Endpoints, and Status that appear throughout this integration guide.
A thread of messages exchanged within GHL between APPNAME and recipients.
Individual pieces of content within a conversation.
A text version of spoken content captured from voice messages.
A specific API URL and operation offered by the GHL Conversations API.
Use inbound triggers to post a welcome message when a new conversation opens.
Tag conversations with sentiment and keywords based on transcripts.
Trigger actions when specific endpoints are hit (e.g., status updates).
Obtain OAuth credentials for APPNAME and exchange tokens to authorize API calls.
Select the endpoints you will use and set up webhook listeners for relevant events.
Create rules in APPNAME to trigger GHL API calls and handle responses.
The Conversations API scope includes access to read conversations and messages as configured by your OAuth app. Use the conversations.readonly scope when you only need read access, and request broader scopes only when write operations are required. Always test scopes in a staging environment before going live. Regularly rotate credentials and monitor token usage to protect data.
Minimal/no-code options exist via connectors and webhooks to trigger API calls. For deeper integrations, you may write custom automation using the provided endpoints. Start with templates, then progressively add code as your needs grow.
Common use cases include creating conversations, updating statuses, sending inbound messages, and retrieving transcripts. For reading data, use GET endpoints; for sending or updating data, use POST/PUT endpoints. The ENDPOINTLIST section lists the exact routes to use for your scenario.
Use OAuth 2.0 Bearer tokens and API keys, store secrets securely, and rotate them regularly. Implement least-privilege access by scope and user roles, and log authentication events for auditing.
Yes. Schedule-related actions are supported via endpoints like DELETE /conversations/messages/:messageId/schedule and PUT /conversations/messages/:messageId/status for timing and status changes. Build rules in APPNAME to trigger these actions automatically.
Transcripts are available via transcription endpoints. You can download or stream transcription data and attach it to conversations within APPNAME for better context and searchability.
Consult the integration docs for endpoint details and example payloads. If you need assistance, reach out to support or your partner account manager for tailored guidance.
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