Use your API keys and OAuth tokens to authorize requests to the Conversations API. Store credentials securely and rotate keys regularly.
Connect via OAuth 2.0 or API keys as configured in Zapier. Ensure the connector has permission to read and write conversations.
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 charity website visitor starts a chat or submits an inquiry to initiate a conversation.
Actions: create a new conversation, attach initial messages, and assign to the appropriate team.
POST /conversations/
customerEmail, initialMessage, channel, locationId
Trigger when a conversation is created or updated to sync data across systems.
Actions: search conversations (GET /conversations/search) and fetch by ID (GET /conversations/:conversationsId).
GET /conversations/search or GET /conversations/:conversationsId
conversationsId, searchCriteria, locationId
Trigger when new messages are posted or inbound messages arrive.
Actions: post a message (POST /conversations/messages), read messages (GET /conversations/messages/:messageId/locations/:locationId/recording, transcription).
POST /conversations/messages
conversationId, messageId, content, author
Automate charity workflows without writing code. Set up triggers and actions in minutes.
Centralize message handling and reporting from your charity sites.
Scale outreach by connecting multiple websites and channels with a single workflow.
Key elements include endpoints, triggers, actions, and data fields that enable seamless automation.
A specific URL and method used to perform an action against the Conversations API.
The standard protocol used to authorize apps to access user data without sharing credentials.
A callback mechanism that allows real-time data push from the GHL API to Zapier.
Limits on how many requests can be made to the API in a given time window.
Set up a workflow that auto-sends a friendly acknowledgment and routes to the correct team based on inquiry type.
Sync messages across multiple charity sites so staff see a unified conversation history.
Publish conversation metadata to a data warehouse or analytics tool via Zapier.
Authenticate and authorize the Zapier App Connector to access your GHL Conversations API.
Choose a trigger (new conversation, inbound message) and map fields.
Set actions such as create conversation, fetch messages, or update status.
The Conversations API lets you retrieve, create, and manage conversations and messages from GHL. When connected to Zapier App Connector, you can automate workflows without writing code.
No advanced coding is required. Use Zapier to set up triggers and actions with a point-and-click interface and the API endpoints as guides.
For charities, the most useful endpoints are creating conversations, sending messages, and retrieving conversations to keep supporters informed.
The integration uses OAuth 2.0 or API keys and supports secure data transmission. Follow best practices like least privilege and key rotation.
Yes. You can sync conversations and messages across multiple charity sites by using shared endpoints and Zapier multi-step zaps.
Test the connection in Zapier’s test mode, verify sample payloads, and monitor task history for debugging.
Rate limits and quotas vary by plan. Check the API docs or your dashboard for your current limits and best practices to avoid throttling.
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Complete Operations Catalog - 126 Actions & Triggers
