Start by generating a GHL API key, configure secure credentials for AccessAlly, and verify permissions for documents and contracts.
Authorize AccessAlly with the GHL API using proper client credentials, scopes for documents, and routine token management.
Use endpoints to create, retrieve, update, and delete documents, contracts, and related records; integrate webhooks and status updates for real-time automation.
Trigger when a deal reaches Closed-Won in GHL to automatically generate and populate a contract in AccessAlly.
Actions: generate the contract, attach it to the contact in AccessAlly, and sending for approval.
Method paths: POST /contracts/create, POST /documents/generate
Key fields: deal_id, contact_id, contract_type, expiration_date
Trigger when a contract is signed in AccessAlly to update deal status in GHL.
Actions: update deal stage, notify sales, and log activity in both systems.
Paths: PUT /deals/{id}/status, POST /contracts/linked
Fields: deal_id, contract_id, status
Trigger when a new lead is captured in GHL to generate onboarding documents in AccessAlly.
Actions: create onboarding package, assign to user, set reminders.
Paths: POST /onboarding/create, POST /leads/import
Fields: lead_id, onboarding_series, user_id
Faster document workflows between GHL and AccessAlly with clicks instead of code.
Automations run in the background, reducing manual data entry and errors.
Real-time data synchronization improves decision making and client experience.
Understand the main elements: endpoints, triggers, actions, fields, mappings, and data flows between GHL and AccessAlly.
A credential used to authenticate requests to the GHL API.
A method for receiving real-time updates from GHL or AccessAlly via HTTP callbacks.
Token-based authorization framework used to grant access securely.
A reusable document structure used in AccessAlly to standardize contracts.
Automatically create customized contracts when a deal moves to Closed-Won, populated with deal and contact data.
Generate a tailored onboarding document pack from client data and trigger introductory emails.
Run automated validation to ensure templates align with regulatory and company rules.
Obtain a GHL API key, configure OAuth, and test the connection to ensure secure data transfer.
Define how GHL fields map to AccessAlly documents and contracts for accurate automation.
Set up automations, dashboards, and error alerts to monitor ongoing activity.
No coding is required; the integration is designed for a no-code setup. Use the visual builder to connect GHL events to AccessAlly actions. For more advanced scenarios, you can reference endpoint docs or developer resources for optional scripting.
Typically you’ll need endpoints for authentication, creating and updating documents and contracts, and status webhooks. Start with POST /contracts/create and POST /documents/generate, then map responses to fields in AccessAlly.
Security is ensured via API keys, OAuth tokens, and encrypted connections. Regular token refresh and least-privilege permissions help minimize risk.
Yes. You can modify automations in the connector UI or via API. Deactivate workflows, edit triggers, or re-map fields; changes propagate after you save.
Yes. The Zapier App Connector can bridge GHL and AccessAlly, enabling broader workflows without coding. Configure triggers and actions in Zapier to extend automation.
API rate limits apply. Plan calls, batch requests when possible, and implement exponential backoff to stay within quotas.
Error logs are available in the connector dashboard and in the GHL/AccessAlly admin panels. Review webhook history for failed deliveries and retry as needed.
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Complete Operations Catalog - 126 Actions & Triggers
