Authenticate with the GHL API by creating a developer app, obtaining an API key or OAuth token, and applying the token to Actionstep requests. Rotate credentials regularly and use scoped permissions.
Actionstep relies on OAuth 2.0 for API access. Store tokens securely, request minimal scopes, and refresh tokens on schedule to ensure uninterrupted sync.
A comprehensive set of endpoints is available for Actionstep, including creating and updating contacts, deals, tasks, notes, events, and calendars, plus retrieval operations and webhook management for real time updates.
Trigger: a new or updated contact in GHL fires a sync to Actionstep
Actions: create or update the matching contact in Actionstep, map key fields, attach to the relevant case or project
POST /contacts
Key fields: email, full_name, phone, company_id
Trigger: when a deal reaches a new stage or is marked won in GHL
Actions: create or update opportunities in Actionstep, link to client, update deal stage
POST /deals
Key fields: deal_id, amount, status, contact_id
Trigger: a new or updated event in GHL calendar
Actions: create or update events in Actionstep, invite attendees, set reminders
POST /events
Key fields: event_id, start_time, end_time, attendees
Automate repetitive data syncs without writing code, freeing time for higher value work.
Create event driven workflows that trigger actions across apps with clicks not code.
Maintain data consistency across systems with real time updates and built in error handling.
This glossary explains core terms used in the GHL and Actionstep integration such as API, endpoints, webhooks, authentication, triggers, actions, and workflows.
API: A set of rules that lets software applications talk to each other and exchange data securely.
Webhook: A lightweight callback that notifies your app when something happens in another service.
Endpoint: A URL you call to perform a specific operation or retrieve data from an API.
OAuth 2.0 is a standard for granting limited access to an API without sharing passwords.
Automatically create or update contacts in Actionstep when new leads enter GHL, then route them to the correct case or project.
Link deals to Actionstep projects to keep milestones in sync and trigger notifications.
Create Actionstep events from GHL calendar changes and auto invite relevant team members.
Create a GHL developer app and obtain a client ID and secret or an API key; ensure Actionstep can reach the GHL API.
Configure OAuth 2.0 or API key based authorization, request appropriate scopes, and test in a staging environment.
Define data mappings between GHL and Actionstep, then create automation flows using triggers and actions.
The GHL API is the programmable interface that lets apps talk to GHL and exchange data. Used with Actionstep, it enables automated data flows, triggers, and actions across systems. You can leverage endpoints to create, read, update, or delete records in GHL from Actionstep without manual entry. This creates cohesive workflows while preserving data integrity.
You do not need to be a developer to start. The integration is designed for no code or low code setup using triggers, actions, and data mappings. If coding is used, it is typically for advanced customization. Most users can complete core setups using the UI and prebuilt templates.
Data security is addressed via OAuth 2.0 tokens or API keys, token rotation, scoped access, and encrypted transmission. Always use secret management and apply the principle of least privilege. Regular audits and monitoring help detect anomalies early.
Begin with essential endpoints such as contacts, deals, and events. These cover core syncing needs between GHL and Actionstep. As you mature, expand to notes, tasks, and calendar items to achieve full workflow automation.
Yes. Use a staging or sandbox environment or test records to validate changes. Most integrations support test modes and sample data, allowing you to verify mappings and triggers before pushing to production.
GHL API quotas and rate limits vary by plan. Refer to your developer console or API docs for current limits, and implement retry logic with backoff to handle transient spikes gracefully.
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Complete Operations Catalog - 126 Actions & Triggers
