Authenticate using your GHL API key or OAuth credentials. Include the token in the Authorization header and ensure the token has the scope locations/customValues.readonly to read and manage custom values and fields.
Secure the connection with an API key or OAuth token issued by AccessAlly. Grant read and write permissions for custom fields within the target location and rotate credentials regularly.
– GET /locations/:locationId/customValues; – GET /locations/:locationId/customValues/:id; – GET /locations/:locationId/customFields; – POST /locations/:locationId/customValues; – PUT /locations/:locationId/customValues/:id; – DELETE /locations/:locationId/customValues/:id; – GET /locations/:locationId/customFields/:id; – POST /locations/:locationId/customFields; – PUT /locations/:locationId/customFields/:id; – DELETE /locations/:locationId/customFields/:id; – GET /custom-fields/:id; – GET /custom-field/object-key/:key; – GET /locations/:locationId/tags
Trigger endpoints changes in AccessAlly to push updates to GHL or pull the latest values for a contact as changes occur.
Actions include createValue, updateValue and deleteValue using the appropriate endpoints to keep both systems in sync.
Use GET /locations/:locationId/customValues to read values, POST /locations/:locationId/customValues to create, PUT /locations/:locationId/customValues/:id to update, and DELETE /locations/:locationId/customValues/:id to remove.
Key fields to map include locationId, id, value, fieldKey and lastModified to track changes.
Configure a webhook or Zapier trigger to react to AccessAlly events and push updates to GHL endpoints accordingly.
Actions map AccessAlly fields to GHL custom values and use create or update calls to keep records aligned.
Webhooks post to a defined AccessAlly endpoint, which then calls the GHL endpoints to sync values and fields.
Key mappings include contact_id, field_key, value and timestamp to ensure traceability.
Use a middleware service to listen for AccessAlly events and orchestrate calls to multiple GHL endpoints in a single flow.
Actions include batch updates, error handling, retries, and idempotent requests to avoid duplicates.
Common flows involve GET /custom-fields/:id, POST /locations/:locationId/customFields, PUT /locations/:locationId/customFields/:id and related read endpoints to keep data consistent.
Key fields to track include locationId, fieldId, and fieldValue for stable reconciliation.
Build powerful integrations without coding by leveraging REST endpoints, webhooks, and automation tools.
Speed onboarding and empower teams by connecting AccessAlly with GHL data through reliable triggers and mappings.
Maintain data consistency across systems with centralized data mapping and automated validation.
This glossary defines API endpoints, authentication methods, resource paths, and typical data flows between GHL and AccessAlly.
A specific URL and HTTP method used to access or modify a resource in an API.
Methods to verify identity and grant access to API resources, typically via API keys or OAuth tokens.
A distinct workspace in GHL where resources like custom values and fields are organized; locationId targets a specific location.
A real time notification mechanism that informs another system about events such as create or update actions.
Map AccessAlly contact updates to GHL custom values using GET and POST endpoints and trigger on change to keep profiles current.
Pull additional fields from GHL to enrich AccessAlly profiles using endpoints for custom fields and values.
Run scheduled checks to prune stale values and validate field keys to maintain clean data across systems.
Obtain API keys for both systems, verify scopes, and whitelist endpoints you plan to use.
Define which AccessAlly fields map to GHL custom values, including field keys and location identifiers.
Set up automation, run test records, monitor logs, and refine mappings and error handling.
A developer is not strictly required for basic setups, as no code options can handle many use cases. However a developer will help implement complex mappings, error handling, and custom orchestration at scale. For most teams, a low code approach guided by clear mappings can be sufficient, with a developer available for advanced automation and monitoring.
Key endpoints include getting and updating custom values and fields, such as the locations/:locationId/customValues and locations/:locationId/customFields paths. Reading via GET and writing via POST, PUT or DELETE are common operations for syncing data between AccessAlly and GHL.
Yes. No code tools like Zapier can orchestrate data flows between AccessAlly and the GHL Custom Fields API by listening to events and calling the appropriate REST endpoints. You can build reliable flows with mapping and retries without writing code.
Read only scope typically permits listing and viewing existing custom values and fields. This is useful for auditing and for building read only dashboards while write operations remain restricted to trusted credentials.
Use short lived tokens, rotate credentials regularly, and restrict scopes to only what is needed. Transport should always be secured with HTTPS and credentials should be stored in a safe secret manager.
API providers may rate limit requests. Implement exponential backoff and retries, and design your integration to gracefully handle 429 responses. Batch requests where possible to reduce call volume.
Start with a sandbox or test location, verify mappings, run end to end test cases, and monitor logs. Validate data integrity after every change and incrementally promote the integration to production.
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Complete Operations Catalog - 126 Actions & Triggers