Use OAuth 2.0 and API keys to securely authenticate ablefy with the GHL API and manage access tokens.
Enter your ablefy API credentials in the app settings to establish trusted connections to the GHL API.
Endpoints include creating and retrieving documents and contracts, managing templates, and updating statuses to reflect progress in both systems.
Trigger: a new or updated document in ablefy triggers a corresponding record in the GHL Documents & Contracts API.
Actions: create or update documents in GHL, attach templates, and set the document status.
Method path: POST /documents (for creation) or PUT /documents/{id} (updates) in the GHL API.
Key fields: document_id, template_id, contract_id, status
Trigger: updates in ablefy reflect in GHL contracts.
Actions: create, update, and fetch contract statuses and associated documents.
Method path: POST /contracts or PUT /contracts/{id}
Key fields: contract_id, status, documents, renewal_date
Trigger: new or updated templates trigger document generation in ablefy.
Actions: generate documents from templates, apply data mappings, and deliver to recipients.
Method path: POST /templates/{template_id}/generate
Key fields: template_id, data_mapping, recipient_list
Benefit 1: Build powerful document and contract workflows without touching code.
Benefit 2: Automate approvals and status updates to reduce manual work.
Benefit 3: Sync data across systems for accurate reporting and insights.
A quick glossary of terms used in this guide, including GHL API, APPNAME, endpoints, triggers, actions, authentication, templates, documents, contracts, and webhooks.
The GHL API that powers integration with ablefy for documents and contracts.
The ablefy app that connects to GHL to automate document and contract workflows.
The core platform API you connect to from ablefy to manage documents, contracts, and templates.
API routes used to perform create, read, update, and delete operations in GHL and ablefy.
Description: When a document is updated, ablefy automatically populates contract fields and saves to GHL.
Description: Use templates to generate compliant documents and route for approval in GHL.
Description: A live dashboard showing the status of documents and contracts across ablefy and GHL.
Collect your GHL API credentials and ablefy API keys from their respective dashboards.
Define data mappings, authentication method, and the endpoints you will call from ablefy.
Run tests in staging, verify data sync, then enable live operation.
Ablefy supports OAuth 2.0 and API key authentication to securely connect to the GHL API. You can configure credentials in the ablefy settings and refresh tokens as needed. This setup helps keep data transfers secure and auditable. Use the recommended authentication flow to establish a trusted connection, then use webhooks and endpoints to automate document and contract workflows without writing code.
Yes. You can test in a sandbox or staging environment provided by GHL and ablefy to validate integrations before going live. This lets you verify data mappings and trigger behavior safely. Use test data, observe logs, and simulate real-world scenarios to ensure the integration meets your business needs.
This integration is designed to be code-free using the GHL API and ablefy’s connectors. You can configure endpoints, mappings, and triggers in the UI. Some advanced users may opt to customize using lightweight scripts, but most use cases can be achieved with no-code configuration.
The GHL endpoints relevant to this guide include endpoints for documents, contracts, templates, and statuses. You will find the endpoints in the GHL API documentation under Documents and Contracts sections. In ablefy, map your internal data fields to the GHL fields to ensure accurate data transfer.
Data mapping involves aligning ablefy fields to GHL document and contract fields. Use sample templates to preview how data flows between systems. Maintain a data dictionary to keep mappings synchronized as your schema evolves.
Yes, you can customize webhooks to notify your team or downstream apps when documents or contracts reach specific statuses. In ablefy, configure webhook payloads and retry policies to ensure reliable delivery.
There are rate limits on API calls; refer to the GHL and ablefy rate limit documentation. Plan requests to avoid bursts and implement backoff. If you anticipate higher volumes, contact support to discuss a higher quota or optimized batch operations.
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Complete Operations Catalog - 126 Actions & Triggers
