Use an API key or OAuth provided by GHL to authorize requests from the Zapier App Connector. Ensure the key has access to the 2Chat endpoints you need
Configure a secure connection in Zapier by adding the GHL credentials to the new connection. Store tokens safely and refresh as required
The 2Chat integration leverages core endpoints such as API Endpoint1 through API Endpoint54 to manage documents, contracts, and attachments
Trigger: new document created in GHL starts a Zap in Zapier
Actions: create a record in your app, update status, or notify teams
Method path: POST /documents
Key fields: document_id, title, customer_id, status
Trigger: contract updated in GHL triggers Zapier
Actions: push contract data to your app, upsert records
Method path: GET /contracts/{id}
Key fields: contract_id, client_id, status
Trigger: new attachments added to a document
Actions: attach files in Zapier app or store metadata
Method path: GET /documents/{id}/attachments
Key fields: attachment_id, document_id, mime_type
Automate document workflows between GHL and your apps without writing code
Reduce manual data entry and improve data accuracy across systems
Scale contracts processes with repeatable Zapier automation across teams
Learn about endpoints, triggers, actions, methods, and data fields used in 2Chat and the GHL Documents & Contracts API
The API exposed by GHL to access records, endpoints, and automation
A specific URL path in the API used to perform a function
An event in GHL that starts a workflow in Zapier
An operation executed in response to a trigger
Trigger a Zap when a form is submitted to create a contract in GHL
Update CRM or project tools when contract status changes
Automate attachment sharing and metadata propagation
In GHL, create an API key with access to documents and contracts endpoints
Add a new connection in Zapier and supply the API key and endpoint URLs
Define fields, run test, verify data flow
No code is required for basic connections. The Zapier App Connector provides ready to use triggers and actions to link GHLs Documents & Contracts API with your apps. For more complex flows you can customize field mappings and data formats within Zapier. This makes common workflows accessible to non developers while still allowing advanced users to tailor behavior.
Use API key or OAuth as your authentication method. API keys are straightforward for server to server integrations, while OAuth offers token based access with user consent. Configure scopes to include documents, contracts, and attachments. Rotate credentials regularly and test connections after updates.
The integration commonly uses endpoints for documents, contracts, and attachments. Not every page will require every endpoint, but understanding core endpoints helps map data accurately. Review the endpoint list and implement only what your workflows require.
Yes, you can automate contract creation from Zapier triggers such as form submissions or CRM events. Define a trigger in Zapier, map form fields to contract fields in GHL, and configure an action to save or send the contract automatically.
When errors occur check the Zapier task history and GHL API response. Use retry logic and backoff, review authentication and scope, and confirm endpoint availability. Logging and alerts help you identify and fix issues quickly.
API call limits depend on your GHL and Zapier plan. Implement exponential backoff and retries to stay within limits. Monitor usage in both platforms and consider batching requests where feasible.
API documentation for GHL is available in the developer portal and the docs section of your GHL account. The docs cover authentication, endpoints, rate limits, and best practices for building integrations with Zapier.
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Complete Operations Catalog - 126 Actions & Triggers
