Access to the Conversations API requires valid credentials and an OAuth or API token with the conversations.readonly scope (and any additional write scopes if you need to create or modify data).
In Zapier, configure the connector to securely store API credentials and use OAuth 2.0 or API keys as supported by the connector. Follow best practices for secure storage and renewal.
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 specific conversation is updated or retrieved.
Actions include fetching conversation details, updating metadata, or creating new conversations via the API.
GET /conversations/:conversationsId
conversationsId, status, participants, lastMessage
Trigger when search results change or new results appear.
Actions include GET /conversations/search and parsing results into your app.
GET /conversations/search
query, page, pageSize, results
Trigger on inbound messages or new conversations created by users.
Actions include POST /conversations/ to create and PUT /conversations/:conversationsId to update.
POST /conversations/; PUT /conversations/:conversationsId
title, participants, status, lastUpdated
Automate repetitive workflow steps without writing code.
Keep data synchronized in real time across tools.
Easily map fields and trigger actions from a single interface.
This glossary explains the core elements of the Conversations API and the Zapier App Connector integration, including terms for endpoints, triggers, and data fields.
A thread of messages between participants, identified by a conversationsId.
A single textual entry within a conversation.
A URL pattern for a specific API function that accepts and returns data.
A URL you provide to receive event notifications from the API.
Trigger on inbound messages to auto-assign teams and create tasks in your project tool.
Tag conversations based on keywords and route to the right channel via Zapier.
Aggregate conversations data into BI or analytics tools for dashboards.
Obtain API credentials, configure scopes, and securely store them in Zapier.
Select endpoints, map fields, and set up test data.
Run end-to-end tests and enable the workflow in production.
Access to the Conversations API requires a valid credential with the correct scope (conversations.readonly) to view conversations. This ensures you can securely pull data without modifying it. If your integration needs higher privileges, request additional scopes through your GHL admin or API settings, and follow the principle of least privilege to maintain security.
Yes. You can read conversations and, when permitted by your assigned scopes, perform actions like updating metadata or creating new conversations. Start with read-only access and expand as needed. Use test data in a sandbox to confirm your app flows before going live.
Use the API Explorer or a tool like Postman to send sample requests to endpoints such as GET /conversations/:conversationsId and GET /conversations/search. Inspect responses, confirm field mappings, and verify authentication succeeds. Create test conversations and messages to validate triggers and actions end-to-end.
Rate limits apply to API calls to protect service stability. Plan for retries with exponential backoff and monitor your quota in the Zapier app dashboard. If you anticipate higher volume, contact support to discuss increased limits or batching strategies.
Webhooks require you to supply a callback URL and, in many cases, a signing secret. When events occur, the API will POST to your URL with a payload you can parse in Zapier. Configure retry policies and security checks to ensure reliable event delivery.
No extensive coding is required for typical Zapier App Connector flows. Use triggers and actions, map fields, and configure tests within the visual designer. More advanced scenarios may benefit from light scripting, but it is not mandatory. Begin with the no-code templates and expand as needed.
Endpoint details are documented in the Conversations API reference. Look for the list of endpoints (e.g., GET /conversations/:conversationsId, GET /conversations/search, POST /conversations/). Use the endpoint path, required parameters, and response schemas to map data into Zapier fields and ensure your workflow connects correctly.
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Complete Operations Catalog - 126 Actions & Triggers
