Authenticate requests with an API key and the required scope, for example conversations.readonly, to access endpoints securely.
To authorize 4aGoodCause with the Conversations API, create a connection in your Zapier workspace using the API key and assign the correct scope before testing endpoints.
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; conversations/message.readonly (permission)
Trigger: a new conversation is created or updated in 4aGoodCause
Actions: fetch conversation by ID, search conversations by keywords, sync updates back to 4aGoodCause
GET /conversations/:conversationsId; GET /conversations/search
Key fields: conversationsId, query, status
Trigger: new inbound messages in 4aGoodCause to create or update a conversation
Actions: POST /conversations/ and POST /conversations/messages to log and attach messages
POST /conversations/; POST /conversations/messages
Key fields: conversationsId, messageId, status
Trigger: inbound messages from customers need routing to the correct location
Actions: route to location, fetch transcription, attach to conversation
GET /conversations/locations/:locationId/messages/:messageId/transcription; GET /conversations/messages/:messageId/transcription/download
Key fields: messageId, locationId, transcription
Automate repetitive tasks like tagging, assignment, and status updates without writing code
Speed up responses and keep stakeholders informed with live data
Unify data across 4aGoodCause and your team tools for better reporting
Definitions of terms you will see in this guide: API endpoint, authentication, inbound, transcription, and status updates.
A thread of messages between a user and your organization within the Conversations API.
A specific URL that exposes a function of the GHL Conversations API.
The process of verifying identity to access the API securely.
Messages received from users that start or update conversations.
Automatically tag incoming conversations to route to the right team.
Generate a concise summary of each conversation for agents.
Dashboards that reflect conversations metrics across 4aGoodCause.
In your GHL dashboard, generate an API key with the conversations.readonly scope.
Install the Zapier App Connector and connect to 4aGoodCause using the new API key.
Test endpoints in your sandbox to confirm permissions and data flow.
The Conversations API lets 4aGoodCause pull, search, and log conversations from customer interactions. It enables programmatic access to messages, transcriptions, and recordings for automation. You can build workflows without writing server code.
No coding is required with the Zapier App Connector. The connector provides prebuilt actions and triggers to connect 4aGoodCause to the Conversations API. Some basic configuration is helpful.
Yes. You can use inbound endpoints to receive messages and fetch transcriptions or downloads when available. This supports routing and automated processing.
Start with GET /conversations/:conversationsId to fetch a thread, then use GET /conversations/search to find conversations by keywords. Use POST /conversations/ and POST /conversations/messages to create and log new conversations.
Always protect API keys, use least privilege scopes, and rotate credentials regularly. Use secure webhooks and monitor access logs in Zapier.
Rate limit guidance is documented in your API provider dashboard. Start with small bursts and throttle as needed to maintain reliability.
Use a sandbox environment, validate data flow, and verify permissions by running test triggers and actions in Zapier.
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Complete Operations Catalog - 126 Actions & Triggers
