Obtain your GHL API credentials from the developer dashboard and store them securely. Use your client ID, client secret, and refresh tokens to request access tokens for API calls.
Complete the OAuth2 flow to grant 4aGoodCause permission to read and write data in your GHL account. Define scopes for donors, campaigns, and activities.
Endpoint examples you may use: – Create/Update Donor: POST /donors/upsert – Retrieve Campaigns: GET /campaigns – Create Donation: POST /donations – Sync Contacts: POST /contacts/sync – Webhook Subscriptions: POST /webhooks Note: Use only the endpoints you need for the integration to minimize latency.
Trigger: A new donor or donation is created in 4aGoodCause. The data is immediately sent to GHL to upsert the donor profile.
Actions: upsert donor in GHL, create or update contact, log the sync, and notify the user on success.
METHOD_PATH: POST /donors/upsert
Key fields: donor_id, email, donor_name
Trigger: campaign events (start, update, end) in 4aGoodCause
Actions: fetch campaign data, update corresponding campaigns in GHL, trigger automation in GHL.
METHOD_PATH: POST /campaigns/update
Key fields: campaign_id, campaign_name, status
Trigger: daily batch at 02:00 UTC
Actions: upsert multiple donor and campaign records in GHL, handle deduplication and retry logic.
METHOD_PATH: POST /batch/upsert
Key fields: external_id, email, timestamp
Automated donor data synchronization reduces manual entry and errors.
Real-time data visibility across donor and campaign records improves decision making.
A streamlined automation layer saves time and accelerates fundraising campaigns.
Familiarize yourself with terms, data elements, and processes: endpoints, authentication, data mapping, and error handling.
A set of rules and routines that allow applications to interact with the GHL platform.
A callback mechanism where GHL or your app can receive event notifications in near real-time.
A specific URL in the GHL API that performs a function like upsert or retrieve.
Authorization framework used to obtain access tokens with user consent.
Enrich donor profiles in GHL with gift history and campaign activity from 4aGoodCause.
Trigger personalized journeys in GHL based on 4aGoodCause campaign events and milestones.
Push real-time notifications to GHL when donations occur in 4aGoodCause.
Create or select your GHL API credentials in the developer dashboard and note your client ID and secret.
Set required scopes (donors, campaigns, activities) and provide the redirect URL for your app.
Test in sandbox, verify data mappings, and monitor logs before going live.
Answer: The GHL API lets you push and pull data between GHL and external apps like 4aGoodCause. It enables real-time or batched synchronization to keep donor and campaign records in sync. Two quick points: first, ensure you have the correct scopes; second, handle credentials securely and rotate them regularly. Tip: Use webhooks for events you want to react to instantly and reduce polling.
Answer: You do not need to be a full-stack developer to start. The Developer Marketplace provides connectors and templates, and Zapier can help bridge gaps with no-code steps. For deeper customizations, some scripting may be required to map fields and handle errors. Remember to test thoroughly in a sandbox environment.
Answer: Essential endpoints include upserting donors, retrieving campaigns, and syncing donations. Depending on your use case, you may also need endpoints for contacts, activities, and webhooks. Always start with donor upsert and campaign sync to establish a reliable data backbone. Review the API reference for exact endpoint paths and required fields.
Answer: Use OAuth 2.0 with a client secret and securely store tokens. Rotate refresh tokens regularly and implement token expiration handling. Always use HTTPS and consider IP allowlists for an added security layer. Follow the GHL developer docs for the exact flow and scopes.
Answer: Data can be synced in real-time or on a schedule depending on the endpoint and workflow. Real-time syncing uses event-driven webhooks, while batch processing can run nightly or hourly. Choose the approach that matches your fundraising cadence. Monitor queue length and retry policies to ensure reliability.
Answer: If an error occurs, review the error payload and logs, retry failed requests with exponential backoff, and verify credentials and scopes. Implement alerting in your app so you know when a retry has occurred. GHL API error codes map to common integration issues; consult the reference for specifics.
Answer: Yes. You can map custom fields, create new fields in GHL, and configure field mappings in your connector. Plan your mapping strategy to preserve data integrity, and use validation where possible. Consider versioning your mappings so updates don’t break existing data flows.
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Complete Operations Catalog - 126 Actions & Triggers
