Access to the 4Degrees API is secured with OAuth 2.0 tokens or API keys. This section covers how to request tokens, refresh them, and securely store credentials for ongoing connections.
Create a persistent connection in Zapier by supplying your API credentials (client ID and client secret) and testing the connection to ensure reliable data transfer.
The 4 Degrees API exposes endpoints for documents, contracts, statuses, and signatures. Use the endpoints to create, read, update, and delete resources, plus trigger actions from Zapier.
Trigger: New or updated document in your CRM or form builder flows into 4Degrees.
Actions: Create document, attach files, set metadata, and notify teammates.
Endpoint path: /documents
Key fields: document_id, title, status, author_id
Trigger: Contract status changes in 4Degrees
Actions: Update contract in Zapier, trigger related workflows
Endpoint path: /contracts/{contract_id}
Key fields: contract_id, status, last_modified
Trigger: Document ready for signature in 4Degrees
Actions: Send for signature, track signing progress, push completion
Endpoint path: /signatures
Key fields: signature_id, document_id, signing_status
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A concise glossary of terms and core processes used to connect the 4Degrees API with Zapier, including authentication, endpoints, mappings, and error handling.
An authorization framework that issues access tokens for secure API requests without exposing user credentials.
A secret token assigned to your account used to authenticate requests to the API.
A callback mechanism that delivers real-time event data to your Zapier workflows.
A specific URL path to access a resource or perform an action via the API.
Use real-time triggers to generate and populate documents in 4Degrees automatically when contracts reach approval, saving time and reducing errors.
Map document creation to your PM tool to keep all teams aligned and up to date.
Send Slack or Teams notifications when documents move through signing and approval stages.
Register the 4Degrees API in your GHL account and obtain client credentials or a token with the appropriate scopes.
Configure which events will start flows and how data maps between systems.
Run end-to-end tests and monitor to ensure reliability before going live.
You can use OAuth 2.0 or API keys depending on how 4Degrees is configured. Start by creating a test connection in GHL to obtain tokens or credentials. If you need, consult the 4Degrees API docs for the exact flow and scopes.
No heavy coding is required. The Zapier App Connector provides triggers and actions you can map to your data. For custom logic, you can add simple filters and data transforms in Zapier.
Common endpoints include documents, contracts, and signatures. You will typically create or update documents, manage contracts, and monitor signing status. Always refer to the official API docs for full details.
Use the test connection feature in GHL to verify credentials and test API calls. Check error messages and adjust scopes or endpoints if needed.
Yes. Field mappings can be configured in Zapier. Map source fields to target fields, and use transforms to format data if required.
Tokens should be stored securely (e.g., in a password manager or encrypted storage). Use HTTPS for all API calls and rotate credentials regularly.
Refer to the official 4Degrees API docs and Zapier app connector guides. Many communities and docs provide step-by-step setup and troubleshooting tips.
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Complete Operations Catalog - 126 Actions & Triggers
