How to connect Action Network to Documents & Contracts API with the GHL connector

Documents & Contracts API + Action Network: a seamless GHL integration via the Zapier App Connector

How to connect Documents & Contracts API with Action Network in GHL

This guide explains how to link Action Network to the GHL Documents & Contracts API, enabling automated workflows, real time data sync, and secure updates without writing code.

Authentication for Documents & Contracts API in GHL

Authenticate securely between GHL and Action Network using OAuth tokens or API keys. Store credentials safely in your Zapier connection and rotate them periodically.

Authentication for Action Network

App to app authentication is performed via tokens that authorize requests to the GHL Documents & Contracts API, with best practice security and minimal permissions.

Key Endpoints for Action Network in GHL

POST /documents; GET /documents/{id}; GET /documents; POST /documents/{id}/status; GET /templates; POST /webhooks; GET /contacts; POST /contacts

Top 3 connection patterns for Documents & Contracts API + Action Network

Direct API Endpoint Integration

Trigger: a new document is created in Action Network, which starts a matching record in GHL.

Actions: post to GHL documents, update status, attach identifiers for traceability.

POST /documents

Required fields: title, content, status, action_network_id

Top 3 connection patterns for Documents & Contracts API + Action Network

Zapier App Connector Flow

Trigger: a new or updated Action Network record starts a Zap that updates GHL.

Actions: create or update a GHL document via Zapier, apply metadata and tags.

POST /documents

Key fields: document_id, action_network_id, metadata

Top 3 connection patterns for Documents & Contracts API + Action Network

Webhook Synchronization (Event Driven)

Trigger: GHL events push to Action Network when a document is updated.

Actions: post to Action Network webhooks, update GHL as needed.

POST /webhooks/action-network

Fields: endpoint_url, secret, event_type

No-code benefits of connecting Documents & Contracts API with Action Network

Automate repetitive tasks without writing code.

Speed up workflows with ready made templates and triggers.

Maintain data accuracy with real time sync across apps.

Glossary & Key Terms

This section defines core concepts and how the GHL Action Network integration works, including endpoints, authentication, and data flow.

API

Application Programming Interface; a set of rules that enables apps to communicate and exchange data.

Endpoint

A specific URL and HTTP method used to perform an action in an API.

Webhook

A real-time data delivery method where one app notifies another when an event occurs.

OAuth

An open authorization standard used to grant access securely without sharing passwords.

People also Search for:

3 Creative ideas for Action Network + GHL integration

Automate document creation from Action Network triggers

Turn Action Network events into GHL documents automatically with a single Zapier flow.

Sync contact updates to GHL workflows

Push changes from Action Network into GHL workflows to keep data fresh.

Track invoices or forms in GHL

Auto-create records and attach receipts or forms from Action Network metadata.

3 Steps to connect Documents & Contracts API with Action Network via GHL

Step 1: Gather credentials

Collect API keys and OAuth tokens for both GHL and Action Network.

Step 2: Configure endpoints

Set up endpoints in GHL to call Action Network APIs and create templates.

Step 3: Test & monitor

Run tests, review logs, and set up monitoring alerts.

Frequently Asked Questions

What is the best way to connect Action Network to the GHL API?

Yes, you can connect Action Network to the GHL API using the Zapier App Connector. Start by creating a Zap that wires Action Network triggers to GHL actions. This lets you automate document creation and status updates without writing code. Ensure you configure the right permissions and scopes for both apps.

No custom coding is required if you use the Zapier App Connector. You can leverage pre built templates and step by step wizards to map fields between Action Network and GHL. If you need advanced behavior, you can add simple filters and transforms within Zapier.

Key endpoints include POST /documents to create documents, GET /documents to list, and POST /documents/{id}/status to update status. You may also use GET /templates and POST /webhooks to enable event driven updates.

Yes. The Zapier App Connector provides triggers and actions that connect Action Network with GHL without custom code. You can configure webhooks and use templates to accelerate setup.

All data transfers occur over HTTPS with OAuth or API keys. Tokens can be rotated, and you should store credentials securely in your Zapier connection. Limit permissions to the minimum required for the integration.

Use Zapier’s test mode to simulate triggers and actions. Check the response payloads, verify IDs match across systems, and review error logs to fix misconfigurations before going live.

Logs are available in Zapier and in the GHL dashboard. Enable email alerts for failures and review webhook delivery reports to diagnose issues quickly.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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