Authenticate with API keys or OAuth as provided by your GHL developer settings to securely access the Documents & Contracts API.
Configure Act-On to use the approved authentication flow (OAuth 2.0 or API keys) to authorize requests to the GHL API.
The page uses common endpoints for document and contract management such as creating, retrieving, updating, and listing documents, managing templates, triggering sign workflows, and checking statuses.
Trigger: A new contract is generated in Act-On and needs to be created in the GHL Documents & Contracts API.
Actions: Create the contract in GHL, attach it to the Act-On record, and save a copy back to Act-On.
Method: POST to /contracts
Key fields: contract_id, customer_email, status
Trigger: Act-On updates a document and requests data from GHL to populate templates.
Actions: Retrieve data from GHL and populate Act-On templates for sending or storage.
Method: POST or PATCH to /documents
Key fields: document_id, template_id, data_payload
Trigger: A document reaches the signature stage in Act-On and should trigger a GHL workflow
Actions: Start e-signature flow in GHL and update Act-On with signature status
Method: POST to /signatures
Key fields: signature_id, signer_email, status
Fast setup with no custom development required.
Easier maintenance through centralized API changes.
Faster time-to-value for document workflows.
Glossary of terms used when integrating GHL and Act-On for documents and contracts.
Application Programming Interface: a set of rules that allow software to communicate.
Authorization framework that enables secure access to APIs without sharing credentials.
Mechanism for real-time notifications between apps.
A URL path to access a specific function in an API.
Use GHL templates to generate contract drafts from Act-On data and trigger signatures automatically.
Push status changes back to Act-On for alerts and reporting on contract progress.
Trigger e-signature workflows in GHL when documents reach approval stages in Act-On.
Retrieve API keys or OAuth credentials from the GHL developer console and Act-On settings.
Enter credentials in Act-On and test connectivity to the GHL API.
Create a workflow in Act-On that calls GHL endpoints for documents and contracts.
In many cases you can start with a no-code connector like Zapier App Connector to link Act-On and the GHL API. For complex workflows or custom data mappings, some light scripting may be helpful. The key is to outline the data you need to move and the events that trigger actions.
Yes. A no-code approach is supported through built-in connectors and automation platforms. You can wire triggers, actions, and data fields without writing code. For advanced needs, you can add small scripts or use custom fields.
Choose an authentication flow that matches your security requirements. OAuth 2.0 provides token-based access without sharing credentials, while API keys offer straightforward, stable access. Ensure credentials are stored securely.
Typical endpoints include contract creation, document retrieval, template management, and status checks. The exact endpoints depend on your implementation, but you’ll mostly interact with documents and contracts resources.
Testing usually involves a sandbox or test environment. Validate authentication, run test requests, and verify data mappings by reviewing responses and logs. Use sample data to confirm end-to-end flows.
Yes. You can automate signature workflows by triggering GHL e-signature processes from Act-On events. This keeps documents moving through approval and signing without manual steps.
API credentials are found in the GHL developer console and Act-On integration settings. Store them securely and rotate them regularly according to your security policy.
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Complete Operations Catalog - 126 Actions & Triggers
