Authenticate securely with the GHL API to enable Act! integrations. Use OAuth 2.0 or API keys as supported.
Authorize Act! to access your GHL data through the App Connector. Steps to generate and manage credentials.
Common endpoints include: Contacts upsert, deals create or update, documents retrieval, templates and notes. This integration focuses on syncing Act! data with GHL for contacts documents and deals.
Trigger: a new or updated contact is saved in Act!
Actions: create or update the corresponding contact in GHL with mapped fields
Endpoint path: /contacts
Key fields: email, fullName, phone
Trigger: a new or updated document is created in Act!
Actions: generate or attach the document in GHL and link to the Act! record
Endpoint path: /documents
Key fields: document_id, customer_id
Trigger: a new lead or opportunity is created in Act!
Actions: create or update a lead/deal in GHL with stage and value mappings
Endpoint path: /leads
Key fields: lead_id, status
Zero-code automation with Zapier App Connector
Faster workflows across Act! and GHL without custom development
Reliable data sync for documents, contacts, and deals
A brief glossary of terms and processes used in this guide to help you implement quickly.
A set of rules allowing applications to communicate and perform actions.
A URL endpoint that receives real-time event notifications from an API.
A specific URL for an API operation.
An open-standard protocol for secure authorization.
Tag Act! contacts in GHL based on source information to segment audiences.
Automatically generate contract documents and attach to the deal in GHL when status changes in Act!.
Map Act! opportunities to GHL deals with stage mapping for accurate forecasting.
Obtain client ID, client secret, and base URL from both GHL and Act! admin consoles.
Set up connections, map fields, and test connections between Act! and GHL.
Create a Zap that triggers on Act! events and updates GHL data automatically.
No-code options through Zapier App Connector provide a simple setup. You can connect Act! and GHL with step-by-step prompts. If you need advanced logic, you can extend with custom fields.
Yes. You can automate document generation and attachment to contacts or deals. Use templates and triggers to streamline document workflows.
You will need a GHL API key or OAuth credentials and Act! API access. Keep credentials secure and rotate as needed.
API connections use OAuth and tokens. Use secure channels (HTTPS) and follow best practices for secrets management.
Document endpoints, contact endpoints, and templates are commonly used. The exact set depends on your workflow.
Yes. Use field mapping to align Act! fields with GHL fields. Tests validate data formats and types.
Test in a sandbox or with a trial account. Start with one trigger and verify data flows before full deployment.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
