Use OAuth 2.0 access tokens or API keys to authorize requests to the Conversations API. Store credentials securely and rotate tokens regularly.
ActiveCollab requires a connected app with client credentials. Generate a client ID and secret in your developer portal and configure the connector to use them for secure requests.
GET /conversations/:conversationsId — Retrieve a single conversation; GET /conversations/search — Search conversations; conversations.write — Write permission; POST /conversations/ — Create a new conversation; PUT /conversations/:conversationsId — Update a conversation; DELETE /conversations/:conversationsId — Delete a conversation; conversations/message.readonly — Read messages in a conversation; GET conversations/messages/:messageId/locations/:locationId/recording — Get message recording; GET conversations/locations/:locationId/messages/:messageId/transcription — Get transcription; GET conversations/locations/:locationId/messages/:messageId/transcription/download — Download transcription; conversations/message.write — Write messages; POST /conversations/messages — Create a message; POST /conversations/messages/inbound — Inbound message; POST /conversations/messages/upload — Upload message attachment; 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
Trigger: A new conversation is created in ActiveCollab or a new message arrives; create or fetch in Conversations API.
Actions: GET /conversations/:conversationsId, POST /conversations/
GET /conversations/:conversationsId; POST /conversations/
Key fields: conversationsId, subject, participants, lastMessage
Trigger: New messages posted in ActiveCollab trigger an update in Conversations API.
Actions: POST /conversations/messages, PUT /conversations/messages/:messageId/status
POST /conversations/messages; PUT /conversations/messages/:messageId/status
Key fields: messageId, conversationId, status, content
Trigger: New conversation activity triggers a webhook to ActiveCollab.
Actions: POST /conversations/messages/inbound, POST /conversations/messages/upload
POST /conversations/messages/inbound; POST /conversations/messages/upload
Key fields: event, payload, messageId, timestamp
No integration code required: configure via UI connectors and keep data in sync with minimal setup.
Faster onboarding: start automating workflows without custom development.
Robust automation: leverage built-in triggers and endpoints to keep conversations up to date.
Elements and processes overview: authentication, endpoints, triggers, actions, and data mapping between Conversations API and ActiveCollab.
A thread of messages between participants within a chat in the Conversations API.
A specific URL path that performs an action in the API (GET, POST, PUT, DELETE).
The process of proving identity to access the API, typically via OAuth tokens or API keys.
The data body sent with API requests or responses, usually in JSON.
Trigger a conversation in ActiveCollab when a chat is escalated in Conversations API, with a friendly handoff to a human agent.
Send a daily summary of activity to a chosen ActiveCollab project for easy oversight.
Create tasks in ActiveCollab when conversations reach certain statuses.
Create or configure a connected app in GHL and capture client credentials for the ActiveCollab connector.
Choose the endpoints you need (GET /conversations, POST /conversations, etc.) and map fields to ActiveCollab data structures.
Run tests with sample data, verify error handling, and monitor logs before enabling production sync.
You can sync conversations, messages, and related metadata. Use endpoints like GET /conversations and POST /conversations/messages to move data both ways. Map fields such as conversationId, messageId, subject, and status to ensure data integrity; use webhooks for real-time updates.
There are quotas and rate limits depending on your plan. Plan accordingly and utilize batch operations when possible. If you hit limits, implement exponential backoff and caching to smooth request load.
No coding required with the no-code connector; there is a UI to configure endpoints and field mappings. For advanced needs, you can extend with custom scripts or a middleware layer.
Use OAuth 2.0 or API keys; store securely; rotate tokens; use least privilege. Keep credentials in a secure secret store and avoid logging them.
Enable retries, implement robust error handling, and monitor status codes. Set up alerting for failures and consult the endpoint docs for typical error shapes to troubleshoot quickly.
Yes, webhooks can push updates to ActiveCollab when events occur; configure a receiver URL and validate payloads. Test with sample events before going live.
Logs appear in the integration dashboard and linked systems; enable verbose logs if needed and review error messages. Use the provided troubleshooting steps to isolate issues.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
