Authenticate via OAuth 2.0 with your GHL API credentials. Collect the client_id, client_secret, and refresh tokens, and ensure your scope includes documents and contracts access.
Authenticate Accelo with the GHL API using an API key or OAuth token. Securely store credentials and grant appropriate permissions for contract and document actions.
Typical endpoints used in this integration include contract creation (/contracts/create), contract status updates (/contracts/{id}/status), document generation (/documents/generate), client lookups (/clients/{id}), and sign events (/signatures/{id}). The end list is extensive; this page highlights the flows most common for Accelo integration.
Trigger: New client created in Accelo. Action: create a contract and initial document in the GHL Documents & Contracts API.
Actions: generate contract, attach to client profile, set initial status and due date.
Endpoint: /contracts/create
Key fields: client_id, contract_template_id, due_date
Trigger: contract status becomes signed in GHL. Action: update Accelo client record and log the event.
Actions: notify relevant team, attach signed document to Accelo file, update contract status.
Endpoint: /contracts/{id}/signatures
Key fields: contract_id, signer_id, status
Trigger: new quote in Accelo. Action: generate a document in GHL and link to the contact.
Actions: generate document, route for e-signature, update progress in Accelo.
Endpoint: /documents/create
Key fields: quote_id, client_id, document_type
Automate end-to-end document workflows without writing a line of code.
Keep client data synchronized in real time between Accelo and GHL.
Reduce manual data entry and human error with smart triggers.
This section covers endpoints, triggers, actions, and fields used to map data between Accelo and the GHL API, plus how they fit into your no‑code workflow.
A set of rules and protocols that enables two software systems to communicate and exchange data.
An authorization framework that allows granting limited access to resources without sharing passwords.
A real-time notification mechanism that fires when a specified event occurs in one system and is delivered to another.
A no‑code bridge that connects apps to automate workflows between them.
Set up a trigger from Accelo to automatically generate and store a contract in GHL, reducing manual steps.
Use a webhook to alert Slack or email when status changes to signed.
Push signed documents into the relevant Accelo client file for easy access.
In Zapier, create a new connection to the Documents & Contracts API using your GHL credentials.
Choose Accelo events as triggers and map to GHL endpoints for documents and contracts.
Run tests, then enable the workflow and monitor for failures.
No‑code options are available via the Zapier App Connector, letting you connect Accelo and the GHL API with click‑through configuration. For advanced use cases, you can also leverage direct API calls. This page focuses on no‑code flows and practical mappings.
Authentication is typically done with OAuth 2.0 or API keys, depending on the endpoint. Securely store credentials and follow best practices for token refresh and scope permissions.
Common flows involve endpoints for creating contracts, updating statuses, and generating documents. The exact endpoints depend on which parts of the Documents & Contracts API you’re using with Accelo.
Yes. You can run test triggers and actions in a sandbox or staging environment to verify behavior before deploying to production. Use test data and monitor logs for errors.
Map fields such as client_id, contract_template_id, quote_id, and status between Accelo and GHL to ensure data flows correctly and statuses stay synchronized.
When a contract is signed in GHL, the integration can update the Accelo client record, log activity, and attach the signed document to the client file for reference.
Endpoint documentation is available in your GHL API reference and the Zapier app connector help pages. Use these resources to understand available endpoints, required parameters, and response formats.
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Complete Operations Catalog - 126 Actions & Triggers
