Use OAuth 2.0 tokens and API keys to securely access endpoints of the Custom Objects API from Actionstep. Follow the recommended authentication flow to obtain, refresh, and rotate credentials.
Actionstep requires secure app credentials. Use OAuth 2.0 or API keys to authorize requests to the Custom Objects API through the connector, then grant the necessary scopes.
Endpoints supported by Custom Objects API for this integration include: GET /objects/:key, GET /objects, GET /objects/:schemaKey/records/:id, POST /objects/:schemaKey/records, PUT /objects/:schemaKey/records/:id, DELETE /objects/:schemaKey/records/:id. Additional endpoints exist as documented in the API reference.
Trigger: Retrieve an object by key using GET /objects/:key
Actions: fetch the object data and map fields to Actionstep records; handle errors and retries.
GET /objects/:key
Key fields: key, schemaKey, and object data payload
Trigger: Retrieve object catalog with GET /objects
Actions: fetch all objects, apply filters, and map results to Actionstep fields
GET /objects
Key fields: id, key, schemaKey, and object metadata
Trigger: Create or modify a record with POST/PUT, or remove with DELETE
Actions: create new records, update existing ones, or delete as needed; ensure idempotency and error handling
POST /objects/:schemaKey/records
Key fields: schemaKey, record payload, and id when updating/deleting
No-code data sync between Actionstep and Custom Objects API enables automation without developer effort.
Rapid prototyping with drag-and-drop workflows accelerates automation ideas to production.
Clear audit trails and built-in error reporting improve reliability and governance.
This section defines the core terms and processes used when connecting the GHL Custom Objects API with the Actionstep app, including endpoints, authentication, field mapping, and error handling.
A URL path and HTTP method that performs a defined operation on the API, e.g., GET /objects/:key retrieves a specific object.
The method of proving identity and gaining access to the API, commonly via OAuth 2.0 or API keys.
A structured definition of object types and their fields in Custom Objects API used to validate data mapping.
A single instance of a defined object, stored as a collection of key-value fields.
Auto-create and populate onboarding records in Actionstep when a new customer is added to Custom Objects API.
Push object updates to Actionstep in real time to keep deals and tasks in sync.
Use change logs from the API to build audit reports in Actionstep.
Register your app and obtain a client ID and secret or API key, then authorize the connection.
Choose the objects you need, map fields to Actionstep, and set up filters and transforms.
Run test synchronizations, review logs, and enable the connector in production.
The Custom Objects API provides access to object definitions and records. Connectors let Actionstep read and write objects, enabling automation of data flows between the systems. You can pull object data into Actionstep for workflows, or push updates back to the API to keep data in sync. This setup supports no-code and low-code automation, reducing manual data entry and enabling scalable business processes.
Authentication methods include OAuth 2.0 and API keys. OAuth 2.0 supports token renewal and granular scopes, while API keys offer straightforward access for simple integrations. Best practices include storing credentials securely, rotating keys, and using per-environment keys to separate development, staging, and production access.
Use GET /objects to discover available object schemas, and GET /objects/:schemaKey/records/:id to retrieve specific records. For creating or updating, POST /objects/:schemaKey/records and PUT /objects/:schemaKey/records/:id are commonly used for syncing data with Actionstep. Consult the API reference for full endpoint coverage and rate limits.
No extensive development is required thanks to the no-code connectors and configurable mappings. If your use case grows, you can add lightweight scripts or middleware, but many automation needs can be met without writing code. For complex transformations, consider staging data in a sandbox environment first.
Field mapping lets you align object attributes with Actionstep fields. Create a mapping matrix that specifies which API object fields correspond to Actionstep attributes, including data types, default values, and constraints. Test mappings with sample data to validate behavior and avoid data quality issues.
Webhooks can push real-time updates, while polling can periodically check for changes. Choose a strategy based on data volume and urgency, and implement retry and backoff policies to handle failures. Combine both approaches if your workflow requires near real-time visibility with reliable resilience.
If you hit API rate limits, implement exponential backoff, request higher rate limits if available, and optimize your queries to fetch only needed data. Plan for retries and monitor quota usage in your integration platform.
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