How to Connect Conversations API to Act-On

Connecting Conversations API with Act-On using the GHL integration framework

Step-by-step guide to linking Conversations API with Act-On

Learn how to authorize access, map endpoints, and automate workflows between Conversations API and Act-On to streamline customer conversations.

Authenticate the Conversations API connection

Use OAuth or API keys to securely authenticate requests to the Conversations API within your GHL account.

Authorize Act-On app access

Grant permissions and set scopes so Act-On can read and manage conversations via the API.

Supported Endpoints for Act-On Integration

Overview of endpoints used in the Act-On integration: – 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

Top 3 Connections between Conversations API and Act-On

Conversation by ID

Triggered when a specific conversation is requested by ID

Fetch and return conversation details for downstream workflows

GET /conversations/:conversationsId

conversationsId

Top 3 Connections between Conversations API and Act-On

Conversation Search

Triggered by a search query from Act-On contact data

Query conversations and return matching results

GET /conversations/search

query, page, limit

Top 3 Connections between Conversations API and Act-On

Create Conversation

Triggered when initiating a new conversation from Act-On

Create and store a new conversation, optionally set initial status

POST /conversations/

body (conversation object)

No-code benefits for API integration

Faster automation with ready-made endpoints

Easier maintenance with centralized API references

Enhanced data sync between Conversations and Act-On workflows

Key terms and glossary

This section defines the core elements and how they interact when connecting the GHL Conversations API to Act-On, including endpoints, triggers, and data fields.

API

Application Programming Interface: a set of rules that enables applications to communicate with one another.

Endpoint

A specific URL path that performs a defined action in the API.

Authentication

The process of verifying identity before allowing access to API resources.

Webhook

A callback URL that receives real-time data updates.

People also Search for:

Creative ideas to leverage Conversations API with Act-On

Automate welcome conversations

Trigger a welcome message when a new contact is added in Act-On and route to a conversation in GHL.

Smart routing based on sentiment

Analyze transcription sentiment from message and route to the appropriate agent or workflow.

Archived conversation triggers

Archive or tag conversations based on status updates from Act-On.

3 steps to connect Conversations API with Act-On

Authenticate and authorize

Set up OAuth or API keys for both apps and grant necessary scopes.

Map endpoints and data fields

Define how GHL endpoints align with Act-On data objects and triggers.

Test and deploy

Run end-to-end tests and monitor for errors before going live.

Frequently Asked Questions

What authentication methods are supported for the Conversations API?

For Conversations API, use OAuth 2.0 or API keys to authenticate requests. OAuth provides token-based access with scopes that you can tailor for read or write operations. API keys can be used for server-to-server scenarios with strict access controls. Always store credentials securely and rotate keys regularly.

Yes. You can emit events from Conversations API to Act-On using webhooks or polling, then trigger Act-On workflows based on conversation state or message events. Map payload fields to Act-On contact properties to drive automation. Ensure your event schema is consistent to avoid data drift.

Common endpoints include getting a conversation by ID, searching conversations, and creating or updating conversations. For Act-On integrations, POST /conversations/ and GET /conversations/search are frequently used, along with message endpoints for sending or updating content. Review endpoint descriptions to determine exact needs.

No heavy coding is required for basic integrations; many tasks can be accomplished with configurable triggers, mappings, and single-step actions. More advanced flows may require small scripts or Zapier workflows to transform data. Start with the no-code endpoints you need and iterate.

Implement retries with exponential backoff and monitor error responses from the API. Log failed requests, alert on critical failures, and implement idempotent operations where possible to avoid duplicates. Use rate-limit-aware requests to prevent throttling.

When creating a new conversation, you typically need at least a participant or contact reference and an initial message payload. Depending on your workflow, include fields like subject, status, and any custom properties that Act-On uses for routing.

Endpoint details are documented in the API reference and include method, path, required parameters, and sample responses. Rate limits vary by plan; check your account settings and the API docs for current quotas and retry guidance.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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