Use secure methods (OAuth 2.0 or API keys) to authorize Actionstep to access your GHL Documents & Contracts data, then exchange tokens for ongoing requests.
Create a connected app within Actionstep and grant necessary scopes so Actionstep can read and write documents and contracts via the GHL API.
This section lists representative endpoints used to synchronize documents and contracts between GHL and Actionstep. The full list may include create, read, update, and delete operations across documents, contracts, contacts, and metadata.
Trigger: A new or updated document in GHL initiates a sync to Actionstep.
Actions: Create or update the corresponding document in Actionstep; attach to the right matter or client; log activity.
/api/v1/documents
document_id, title, status, owner_id
Trigger: A contract is created or updated in GHL and needs a counterpart in Actionstep.
Actions: Create/update contract in Actionstep; set terms and dates; link to client.
/api/v1/contracts
contract_id, client_id, term_dates
Trigger: Contact or metadata changes in GHL should update Actionstep records.
Actions: Upsert contact in Actionstep; sync associated company/matter info.
/api/v1/contacts
contact_id, email, name, company_id
Set up automated workflows without custom coding; drag-and-drop triggers and actions in your workflow builder.
Faster time-to-value with ready-made templates for document and contract automation.
Easier data synchronization between systems to reduce manual entry and errors.
A quick glossary of primary elements and processes used in connecting GHL with Actionstep via API, including endpoints, authentication, and data mapping.
OAuth 2.0 is an authorization framework that enables secure access to GHL data from Actionstep without sharing credentials.
An API endpoint is a specific URL where you can perform actions like create, retrieve, update, or delete data.
An API key is a secret token used to authenticate requests to the GHL API.
A webhook is a URL where GHL can send real-time updates that Actionstep can consume.
Trigger invoice creation in Actionstep when a new client is added in GHL and attach it to the matter.
Sync contract renewal dates from GHL to Actionstep and generate renewal reminders.
Use GHL to trigger templates in Actionstep for standardized documents and contracts.
Create a connected app in GHL and Actionstep, then obtain client IDs and secrets and set scopes for the integration.
Define which endpoints to use, and map fields between GHL and Actionstep (documents, contracts, contacts).
Run tests, verify data flow, and switch to live mode with monitoring.
No-code options exist through the built-in workflow builder in GHL and Actionstep. You can achieve powerful automation with drag-and-drop steps. If you need more, our professional services can extend capabilities without heavy coding.
OAuth 2.0 is supported, as are API keys where appropriate. Prefer tokens over basic auth for security. Rotate credentials regularly.
At minimum you’ll want endpoints for documents, contracts, and contacts. Depending on your needs you may also map metadata and statuses.
Map fields such as document_id, contract_id, client_id, title, status, and dates to ensure data parity between systems.
Yes. Webhooks from GHL can notify Actionstep of changes; configure event types and payloads to keep data in sync.
In GHL, go to Settings > API & Webhooks to generate an API key or OAuth client. In Actionstep, create a connected app and copy credentials.
We recommend testing with sandbox environments and using idempotent operations. Implement retry logic and monitor logs for failures.
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Complete Operations Catalog - 126 Actions & Triggers
