Create API credentials in GHL for the Documents & Contracts API, then securely store the client ID and secret in 4aGoodCause. Use OAuth where available and rotate credentials regularly.
In 4aGoodCause, initiate the connection by selecting GHL as the partner and pasting the client ID/secret provided by GHL. Grant the requested scopes to enable data sync.
End points include: createContract, updateDocument, fetchTemplates, listRecipients, sendForSignature, and getContractStatus. Use the endpoints that fit your workflow; many pages will only touch a subset.
Trigger: new contract in 4aGoodCause or updated contract template in GHL
Actions: create or update the contract in GHL; attach generated documents; alert stakeholders
POST /contracts/create
contract_id, template_id, recipient_email, document_url
Trigger: client added or updated in 4aGoodCause
Actions: upsert contact in GHL; update tags; log changes
PUT /contacts/{id}
client_id, email, name, phone
Trigger: contract template approved or contract signed
Actions: generate filled contracts, store document URLs, notify recipients
POST /documents/generate
template_id, recipient_email, variables
Zero-code setup lets non-developers automate contracts with drag-and-drop triggers and actions.
Fast, visual configuration means quicker go-live and easier iterations.
Reliable data sync reduces manual data entry and human error.
Key terms and processes you’ll use when connecting GHL to 4aGoodCause via the Documents & Contracts API.
OAuth is a secure authorization protocol that lets apps access data without sharing passwords.
An API endpoint is a URL that performs a defined action, such as creating a contract or fetching a template.
A webhook is a real-time notification sent from one app to another when a specified event occurs.
Data mapping connects fields between GHL and 4aGoodCause to ensure accurate data transfer.
Show how clicking a single button in GHL creates a contract in 4aGoodCause with prefilled data.
Demonstrate auto-populating contract templates using client fields from GHL.
A step-by-step walkthrough of creating, signing, and archiving a contract.
In GHL, navigate to API Settings and create a client ID and client secret to authorize the connection.
Enter the credentials in 4aGoodCause to establish a secure connection and grant access.
Run a test to verify data sync and document generation between GHL and 4aGoodCause.
No coding is required; the visual builder lets you drag triggers and actions to automate contract workflows between GHL and 4aGoodCause. If you run into limits, you can leverage predefined templates and step-by-step wizards to guide setup.
Supported methods include OAuth 2.0 and API keys, depending on your GHL account. Always prefer OAuth for user-level access and API keys for server-to-server connections.
Use the mapping interface in 4aGoodCause to align fields such as name, email, and contract details. Test mappings with sample data to ensure accuracy before going live.
Rate limits are designed to protect both systems; typical limits are per-minute per endpoint. If you hit a limit, stagger requests or batch updates to maintain reliability.
Yes. You can customize templates and merge fields so generated contracts reflect client data. Use variables for recipient names, dates, and terms; preview before sending.
If a sync fails, the system will retry automatically and log the error. Review the logs in the 4aGoodCause dashboard and correct the data or credentials, then re-run.
Logs and audit trails are available in the 4aGoodCause and GHL integration sections. Filter by date, endpoint, and user to diagnose issues.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
