Access to the Conversations API requires OAuth 2.0 with a scoped access token. In this setup, you’ll use the scope conversations.readonly and generate a client in the GHL developer portal. Copy the client ID and secret into your Zapier app to authorize requests on behalf of your users.
Configure OAuth 2.0 for the Zapier App Connector. Set client ID, client secret, and redirect URL, then test the connection. Once authorization completes, Zapier will securely include access tokens in API calls to the Conversations API.
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: A conversation is created or updated in the Conversations API, enabling automated follow-ups.
Actions: Upsert conversation fields, set status, and attach messages using PUT /conversations/:conversationsId or POST /conversations/.
PUT /conversations/:conversationsId
conversationsId, status, topic
Trigger: When you need to post a new message into an existing Conversation.
Actions: POST /conversations/messages with message content, locationId, and conversationId.
POST /conversations/messages
conversationId, messageBody, locationId
Trigger: A new transcription or recording is available for a message.
Actions: GET /conversations/locations/:locationId/messages/:messageId/transcription and GET /conversations/messages/:messageId/locations/:locationId/recording to retrieve media.
GET /conversations/locations/:locationId/messages/:messageId/transcription
locationId, messageId
No-code integration lets non-developers automate conversations quickly without writing code.
Pre-built triggers and actions reduce setup time and maintenance.
Scales across teams and workflows with consistent data mapping and error handling.
This glossary covers core concepts you’ll encounter when connecting the GHL Conversations API with the Zapier App Connector, including conversations, messages, transcriptions, and webhooks.
A thread of messages between a contact and your team within the Conversations API.
A text version of spoken audio from a message, useful for search and analysis.
A single piece of content (text, image, or audio) exchanged within a Conversation.
A callback URL used by GHL or Zapier to notify events in real time.
When a new contact is added, trigger a welcome conversation via POST /conversations/ to start engagement automatically.
Pull latest transcriptions and summarize sentiment or keywords in a dashboard for the team.
Trigger follow-up messages when statuses change (e.g., delivered, read) to keep conversations moving.
Register the Conversations API in your Zapier account and set up OAuth 2.0 credentials (client ID/secret).
Add triggers (New Conversation, Conversation Updated, New Inbound Message) and actions (Create/Update Conversation, Send Message, Fetch Transcription).
Test end-to-end flows, review logs, and publish to production with monitoring enabled.
Yes. The integration uses OAuth 2.0 with tokens and supports scoped access. All data in transit is protected via TLS, and you control which GHL data your Zapier app can access through scopes. For added security, rotate credentials regularly and monitor API logs for unusual activity.
This setup can automate core endpoint groups: conversations (create, update, delete), messages (send, inbound, upload, status), and retrieval actions for recordings and transcriptions. Note that not every flow will require all endpoints—choose only what you need and map data accordingly.
No heavy coding is required. The App Connector provides UI-based triggers and actions that map to GHL endpoints. A basic understanding of data fields helps, but most automation can be built visually.
Yes. You can read messages and fetch transcriptions and recordings using the GET endpoints. This data can power dashboards, reports, or automation decisions.
Scheduling messages is supported via dedicated endpoints. You can set timing and recurrence, or cancel scheduled messages as needed.
Utilize Zapier’s test mode to simulate triggers and actions, inspect API responses, and verify data mappings. Validate flows with sample data before going live.
Start by creating a new Zap, authenticate to the GHL Conversations API through the app, then select triggers and actions to assemble your workflow. Use the provided examples to speed setup.
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