Use OAuth 2.0 credentials scoped to conversations.readonly to securely call the API and protect data.
Connect your Zapier app with OAuth 2.0 or API key-based authentication, then securely store tokens per connection.
GET /conversations/:conversationsId — Retrieve a specific conversation GET /conversations/search — Search conversations conversations.write — Permissions: write access to conversations POST /conversations/ — Create a new conversation PUT /conversations/:conversationsId — Update a conversation DELETE /conversations/:conversationsId — Delete a conversation conversations/message.readonly — Read access to messages GET conversations/messages/:messageId/locations/:locationId/recording — Retrieve a recording GET conversations/locations/:locationId/messages/:messageId/transcription — Get transcription GET conversations/locations/:locationId/messages/:messageId/transcription/download — Download transcription conversations/message.write — Write access to messages POST /conversations/messages — Create a message POST /conversations/messages/inbound — Inbound messages POST /conversations/messages/upload — Upload messages PUT /conversations/messages/:messageId/status — Update message status DELETE /conversations/messages/:messageId/schedule — Cancel scheduled message DELETE /conversations/messages/email/:emailMessageId/schedule — Cancel scheduled email message
Trigger: When a new incoming message is received in a conversation.
Actions: Send a follow-up message, update conversation tags, or log the message to your CRM.
Method & path: POST /conversations/messages
Key fields: conversationsId, message content, and sender info.
Trigger: A search result returns a set of conversations.
Actions: Retrieve messages, update status.
GET /conversations/search
Key fields: query, page, pageSize.
Trigger: Transcription or recording data becomes available.
Actions: Retrieve transcription, attach to customer record, or summarize.
GET /conversations/messages/:messageId/transcription
Key fields: messageId, locationId, transcriptionId.
Build end-to-end workflows without writing code.
Automatically route messages between GHL and your apps.
Quickly deploy automations with drag-and-drop tooling.
Core elements: endpoints, triggers, actions, and data fields that flow between GHL and your app.
GHL API is the official interface to access your GHL account programmatically.
APPNAME refers to the Zapier App Connector in this guide.
Authorization is the process of proving identity to access API endpoints.
An Endpoint is a URL you call to perform an action on the service.
Auto-create welcome messages, assign tasks, and log activity when a new connection is established.
Build a dashboard that shows conversation health and response times across connected apps.
Automatically summarize and attach transcripts to customer records.
Obtain OAuth credentials and grant access to the Conversations API and App Connector.
Add the required endpoints and map data fields between GHL and your app.
Run tests in a staging environment and then deploy to production.
Yes. The Zapier App Connector provides a no-code bridge to the Conversations API, enabling you to automate workflows without writing code. You’ll configure triggers, actions, and data mappings in a visual editor.
To create a message in a conversation, you typically use the POST /conversations/messages endpoint with the target conversationId and the message content. You may also use POST /conversations/ to create a new conversation before sending a message.
Yes. You can retrieve message transcripts via GET /conversations/messages/:messageId/transcription or download transcripts with GET /conversations/locations/:locationId/messages/:messageId/transcription/download.
Use OAuth 2.0 credentials scoped to the needed permissions and rotate tokens regularly. For production, prefer short-lived access tokens and a secure refresh process.
Set up a test workspace in Zapier, create a development connection, and run through end-to-end scenarios. Use sample data and validation steps to ensure fields map correctly.
Yes. Webhooks and event triggers are supported for notification and automation, enabling real-time updates between GHL and connected apps.
Consult the endpoint documentation within the API reference and use provided examples to build and test your automations.
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Complete Operations Catalog - 126 Actions & Triggers
