Authenticate against the Conversations API using your GHL API credentials. The required scope is conversations.readonly, so ensure your token grants read access to conversations.
Set up a secure connection in Zapier by creating a new GHL connection, entering your API key, and granting the requested permissions. Test the connection before automating.
Key endpoints include: 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 when a new conversation is created in GHL to start a workflow in Zapier.
Actions can update the conversation, tag the record, or create a support ticket in downstream systems.
Example method path: GET /conversations/:conversationsId to fetch details; POST /conversations/ to create a new conversation.
Key fields include conversationsId, subject, status, createdDate, contactId.
Trigger when messages are created or updated within a conversation.
Actions include reading message content, fetching transcripts, and routing data to your apps.
Methods: GET /conversations/messages and GET /conversations/messages/:messageId/transcription.
Key fields: messageId, conversationsId, locationId, timestamp.
Trigger when inbound messages arrive via inbound or upload endpoints.
Actions include uploading inbound content, updating message status, and scheduling follow-ups.
Methods: POST /conversations/messages; POST /conversations/messages/inbound; POST /conversations/messages/upload; PUT /conversations/messages/:messageId/status; DELETE /conversations/messages/:messageId/schedule.
Key fields: messageId, status, timestamp, inboundType.
No-code automation lets you connect conversations to your tools without writing a line of code.
Build complex workflows with triggers, filters, and actions using a visual editor.
Scale processes quickly across teams and systems with repeatable templates.
This glossary defines endpoints, triggers, actions, fields, and inbound/outbound messaging used in this integration.
A specific URL path and HTTP method used to perform an operation against the GHL API.
An event in GHL that starts an automation in Zapier.
An operation executed in response to a trigger, such as creating or updating a record.
Messages received from external channels into GHL.
Automatically create a support ticket or assign to the right team when a new conversation starts.
Attach transcripts and key metadata to contact records and deals for faster context.
Pull metrics on response times, sentiment, and volume into your BI dashboards.
Obtain your GHL API key, authorize the app in Zapier, and test the connection.
Map fields, set scopes, and test each workflow.
Run end-to-end tests, monitor runs, and enable automation across teams.
The Conversations API exposes endpoints to read, search, create, update, and delete conversations. It also provides endpoints for messages and transcripts to enable end-to-end conversation workflows. You can build powerful automations by triggering Zapier workflows based on conversation events. For production use, ensure your API token has the correct scope and is kept secret.
Supported endpoints include retrieving conversations, creating and updating conversations, and managing messages and transcripts. Use the endpoint list to determine which operations fit your automation. Some endpoints may require additional permissions depending on your app’s scope.
Authenticate in GHL by issuing an API key with the conversations.readonly scope and connect that key in the Zapier app. In Zapier, create a connection using those credentials, then test the connection to confirm access.
Yes. The API supports inbound messages via the inbound endpoint and standard message creation endpoints. You can automate handling of inbound content within your Zapier workflows.
In Zapier, use the Test or Connect steps to verify the integration. You can also review logs and use sample data to validate field mappings and triggers before enabling automation.
GHL and Zapier enforce standard data privacy and security practices. Use secure connections, rotate API keys regularly, and follow your organization’s data handling policies.
Visit the official documentation pages for the Conversations API and the Zapier App Connector for tutorials, guides, and best practices.
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Complete Operations Catalog - 126 Actions & Triggers
