To begin, generate a GHL API key and securely store it in your ActiveCollab integration settings. This key authenticates requests between GHL and ActiveCollab.
During setup, you’ll authorize ActiveCollab to access your GHL workspace. Grant the requested permissions to enable bidirectional sync of tasks, projects, and contacts.
Commonly used endpoints include Endpoint1 through Endpoint10, covering contacts, deals, projects, tasks, notes, and timelines; additional endpoints (Endpoint11–Endpoint54) can be enabled as your needs grow.
Trigger: when a new or updated contact is saved in ActiveCollab
Actions: upsert contact in GHL; map name, email, phone, company, and tags
Path: /contacts (POST/PUT) to ensure idempotent syncing
Key fields: email as a unique key; link ActiveCollab contact_id for traceability
Trigger: milestone or task completion in ActiveCollab
Actions: create or update deals/opportunities in GHL and attach related tasks
Path: /deals or /opportunities
Key fields: milestone_id, deal_id, status
Trigger: task status changed in ActiveCollab
Actions: update CRM notes or tasks in GHL
Path: /tasks
Key fields: task_id, project_id
No-code setup means a faster go-to-market with drag-and-drop configuration
Automatic data syncing reduces manual data entry and human error
Flexible mapping and triggers enable scalable automation without coding
This glossary explains essential concepts: API keys, endpoints, triggers, actions, mapping, and webhooks as they relate to connecting GHL and ActiveCollab via the no-code platform.
A unique token used to authenticate and authorize requests between GHL and ActiveCollab.
A specific path in the API that allows you to perform a particular action, such as creating a contact or updating a deal.
An event in ActiveCollab that starts an automated workflow, such as a task completion.
A protocol for granting permission to access GHL resources without sharing credentials.
Configure a real-time sync so changes in ActiveCollab tasks appear instantly in GHL activities and timelines.
Automatically create or update opportunities in GHL when ActiveCollab milestones are reached, with related tasks linked.
Build dashboards that show sync status, errors, and performance between GHL and ActiveCollab for quick health checks.
Create a GHL API key and securely store it; note the client ID/secret if provided. Prepare your ActiveCollab app for integration.
Map ActiveCollab fields to GHL fields: name, email, status, custom fields, and any tags relevant to your workflow.
Run tests to validate data flows, fix any mapping gaps, and deploy the connection to production with monitoring in place.
You need a GHL API key and access to your ActiveCollab API. In the connector, paste the GHL API key and authorize the connection. Then configure field mappings and triggers to begin syncing data. Test thoroughly before going live.
No heavy coding is required when using the no-code connector. Most setups are UI-driven. For advanced scenarios, you can add conditional logic or custom transforms if your plan allows it.
All data is transmitted over HTTPS with API keys and OAuth where applicable. Rotate keys regularly and follow best practices: principle of least privilege, secure storage, and access auditing.
Yes. You can customize mappings for contacts, deals, projects, and tasks, including custom fields. Use transformation steps to format data to meet GHL data types.
Use the integration dashboard and logs to monitor sync status. Enable alerts for failures and set up periodic checks to ensure data integrity.
Supported endpoints typically include contacts, deals/opportunities, projects, tasks, notes, and timelines. Additional endpoints can be enabled as needed.
If you need help, contact support or consult the community resources. Onboarding guides, templates, and best-practice checklists are available to assist you.
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Complete Operations Catalog - 126 Actions & Triggers
