How to connect Accelo to Custom Fields API

Custom Fields API x Accelo: Seamless data sync for your workflows

How to connect Custom Fields API with Accelo

This guide explains how to link the Custom Fields API with Accelo, covering authentication, endpoint usage, and field mapping to keep client and project data in sync without heavy development.

Authentication for Custom Fields API

Authenticate with the Custom Fields API using your API key or OAuth credentials, ensuring the correct scopes (locations/customValues.readonly and related endpoints) are granted for read and write access.

Authentication for Accelo

Authenticate Accelo requests with a secure token or OAuth flow and store credentials securely, rotating keys regularly.

GHL Custom Fields API Endpoints for Accelo

Key endpoints you may use include: GET /locations/:locationId/customValues, GET /locations/:locationId/customValues/:id, POST /locations/:locationId/customValues, PUT /locations/:locationId/customValues/:id, DELETE /locations/:locationId/customValues; GET /locations/:locationId/customFields, GET /locations/:locationId/customFields/:id, POST /locations/:locationId/customFields, PUT /locations/:locationId/customFields/:id, DELETE /locations/:locationId/customFields; GET /custom-fields/:id, GET /custom-field/object-key/:key, GET /locations/:locationId/tags.

Top 3 integration ideas for Custom Fields API and Accelo

Unified client and location data sync

Trigger: when a custom value is created or updated in Accelo, push changes to the GHL Custom Values store.

Actions: create or update customValues in Accelo from GHL, and pull updated values back into GHL as needed.

Recommended methods: POST /locations/:locationId/customValues to create, PUT /locations/:locationId/customValues/:id to update, GET /locations/:locationId/customValues to read, plus GET /locations/:locationId/customFields for field context.

Key fields: locationId, id, key, value, updatedAt

Top 3 integration ideas for Custom Fields API and Accelo

Bi-directional field mapping for customFields

Trigger: new or updated customFields in Accelo should mirror in GHL and vice versa.

Actions: sync customFields between systems; create and update field definitions and values as needed.

Methods: GET /locations/:locationId/customFields, POST /locations/:locationId/customFields, PUT /locations/:locationId/customFields/:id, GET /custom-fields/:id

Key fields: locationId, id, fieldKey, label, type

Top 3 integration ideas for Custom Fields API and Accelo

Tagging and segmentation sync

Trigger: tag changes in Accelo propagate to GHL tags, enabling segmentation in workflows.

Actions: update GHL tags and Accelo tags in both directions; map tags to contact or location records.

Methods: GET /locations/:locationId/tags, POST /locations/:locationId/tags, DELETE /locations/:locationId/tags, GET /locations/:locationId/tags

Key fields: locationId, tagId, tagName

No-code benefits when connecting Custom Fields API with Accelo

Point-and-click mapping lets admins align fields without writing code, speeding up deployment.

Visual workflows and triggers automate data movement between GHL and Accelo.

Real-time synchronization keeps client, project, and field data consistent across systems.

Key Terms and Glossary

This glossary explains the key terms and processes used in this guide, helping you understand how the GHL Custom Fields API connects with Accelo.

API Endpoint

A specific URL path you call with an HTTP method to perform an action on the API, such as retrieving or updating data.

Authentication

The process of verifying identity and permissions to access the API, typically via API keys or OAuth tokens.

Webhook

A method for receiving real-time updates from a service by sending payloads to a configured URL when events occur.

Resource

A data object exposed by the API, such as a customValue, customField, or tag.

People also Search for:

Creative ideas for integrating Custom Fields API with Accelo

Automate client data onboarding

Create a one-click flow that populates Accelo client records using new customValues captured in GHL, reducing manual data entry.

Smart field mapping templates

Use prebuilt mappings between GHL customFields and Accelo fields to accelerate setup and ensure consistency.

Real-time project and ticket updates

Push changes from GHL to Accelo as soon as a field is updated, keeping teams in sync.

3 Steps to connect Custom Fields API with Accelo

Authorize and configure API access

Generate and securely store credentials for both systems and verify proper scopes before testing.

Map fields between systems

Use the UI to align GHL customValues and customFields with Accelo fields and IDs.

Test, monitor, and automate

Run test syncs, check logs, and enable automated triggers for ongoing updates.

Frequently Asked Questions

Do I need to code to connect Accelo with the GHL Custom Fields API?

No code is required to start. Use the visual interface to connect GHL and Accelo, map fields, and configure triggers. The platform provides templates you can adapt to your data model. If you need more advanced behavior, you can still add custom mappings later.

Essential endpoints typically include endpoints to read and write customValues and customFields, as well as endpoints to fetch field definitions and tags. Use GET, POST, PUT, and DELETE as needed to keep values in sync.

Authentication is done via API keys or OAuth tokens. Store credentials securely and apply the necessary scopes for read and write operations. Rotate keys on a regular schedule.

Yes. Prebuilt field mappings and templates let you set up bulk mappings quickly. You can customize them later to fit your data schema.

Real-time sync can be near-instant, depending on your configuration and network latency. Webhooks or polling ensure updates flow in near real time.

Yes, there are rate limits. Plan for them when scheduling batch syncs and use efficient querying to minimize calls.

If a sync fails, check API error messages, logs, and retry policies. Most platforms provide error codes and timestamps to diagnose issues.

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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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