Access to the Custom Fields API requires your GHL API credentials. Use your API key or OAuth token with the appropriate scope (locations/customValues.readonly for read operations) and elevate to write permissions when creating, updating, or deleting values and fields.
Zapier App Connector authenticates to the Custom Fields API using your connected GHL account. Create a connected account in APPNAME, grant the necessary permissions, and rely on secure token management to keep integrations safe.
GET /locations/:locationId/customValues; GET /locations/:locationId/customValues/:id; POST /locations/:locationId/customValues; PUT /locations/:locationId/customValues/:id; DELETE /locations/:locationId/customValues/:id; GET /locations/:locationId/customFields; 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 when a new or updated custom value is created for a location (GET /locations/:locationId/customValues).
Actions include creating, updating, or deleting custom values (POST /locations/:locationId/customValues, PUT /locations/:locationId/customValues/:id, DELETE /locations/:locationId/customValues/:id) to keep data in sync across apps.
GET /locations/:locationId/customValues or POST /locations/:locationId/customValues
Fields: id, locationId, key, value, updatedAt
Trigger when a field definition changes (GET /locations/:locationId/customFields) to push updates.
Actions could include creating or updating custom fields (POST /locations/:locationId/customFields, PUT /locations/:locationId/customFields/:id) and syncing key definitions (GET /custom-fields/:id or GET /custom-field/object-key/:key).
GET /locations/:locationId/customFields and POST /locations/:locationId/customFields
Fields: id, locationId, fieldKey, label, type
Trigger when location tags are updated (locations/tags.readonly).
Actions to read and manage tags via GET /locations/:locationId/tags; combine with writes if needed to modify tag sets.
GET /locations/:locationId/tags
Fields: id, locationId, tag, createdAt
Rapid setup with visual connectors—no code required to map fields and automate syncs.
End-to-end data updates across locations and apps without custom scripts.
Improved data accuracy and auditing through centralized automation in Zapier.
Key elements include endpoints for reading and writing custom values and fields, authentication methods, and the process for testing integrations.
Application Programming Interface; a set of rules that enables apps to communicate with each other.
A specific URL path in an API that performs a concrete operation.
Methods to verify identity and authorize access to the API (e.g., OAuth, API keys).
A callback mechanism that notifies apps about events.
Populate standard templates in your CRM or documents whenever a custom value is updated.
Push summarized field data to dashboards or BI tools via Zapier actions.
Archive stale custom values automatically after a period of inactivity.
Set up credentials for GHL and connect APPNAME to access custom values and fields.
Choose the endpoints you’ll use and map fields between GHL and APPNAME.
Run tests, deploy automations, and monitor results within Zapier.
Yes—some level of access is required to configure and authorize connections. You may need admin permissions on the GHL side to set up API credentials. In Zapier, install and connect the APPNAME to your GHL Custom Fields API, then authorize permissions. This ensures secure communication between systems. Paragraph two covering best practices and security considerations can be added here.
Common automations rely on reading custom values with GET endpoints and updating with POST/PUT, plus optional delete endpoints. Start with listing custom values, then automate updates when field definitions change, and finally trigger actions based on changes in Zapier. Paragraph two can discuss testing in a staging location.
Yes. The App Connector can create and update custom values and fields via the appropriate endpoints. Ensure you have write scope and proper authentication. Always test changes in a development location. Paragraph two could cover error handling and rollback strategies.
Use Zapier’s test connector and sandbox environments to verify the data flow. Handle errors by inspecting API responses and implementing retries. Log failures in your workspace for auditing. Paragraph two can outline common error codes and recommended retries.
There may be rate limits on the GHL API. Plan your automations to batch requests when possible and implement exponential backoff for retries. If needed, upgrade your plan to increase quotas. Paragraph two can cover monitoring and alerting strategies.
OAuth 2.0 or API keys are commonly supported. The exact method depends on your setup. Use the method described in your GHL account’s developer docs and enable the App Connector’s access token management. Paragraph two can discuss token refresh and scope management.
Export or replicate existing custom values and fields by iterating through endpoints and mapping IDs. Maintain version history and perform a test migration in a staging location first. Paragraph two can cover rollback procedures and data validation steps.
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Complete Operations Catalog - 126 Actions & Triggers
