Authenticate the Documents & Contracts API within GHL using OAuth2 or API keys, then securely store credentials in the GHL dashboard.
Authenticate the ActiveCampaign connection in GHL by supplying API tokens or OAuth credentials, enabling secure data exchange between systems.
End-to-end endpoints include document management, contract workflows, contact synchronization, template handling, and status updates. Typical flows involve creating or updating documents, syncing contract status, and updating ActiveCampaign contacts based on document events.
Trigger: A new or updated document is created in the Documents & Contracts API
Actions: Create or update a contact in ActiveCampaign and log document activity for the contact
Method/Path: POST /documents or PUT /documents/{id} with appropriate authentication
Key fields: document_id, status, title, contact_id
Trigger: Document status changes in the Documents & Contracts API
Actions: Update corresponding contact fields in ActiveCampaign and apply tags as needed
Method/Path: PUT /contracts/{contract_id} or PATCH /contracts/{contract_id}
Key fields: contract_id, contact_id, status
Trigger: A contract is approved in the Documents & Contracts API
Actions: Create or update a deal in ActiveCampaign and notify stakeholders
Method/Path: POST /contracts/{contract_id}/approve
Key fields: contract_id, approver_id, status
Automate document and contract workflows without writing code, using visual workflow builders
Keep data synchronized between systems, reducing manual data entry and errors
Speed up onboarding and customer communications with automated updates
This section defines the main elements and processes: endpoints, triggers, actions, method paths, and key data fields used to integrate the Documents & Contracts API with ActiveCampaign via GHL.
The process of proving identity to access the GHL and ActiveCampaign APIs securely, typically via OAuth2 or API keys.
A specific URL path exposed by an API to perform a function, such as creating a document or updating a contact.
An event in one system that starts an automated workflow in the other system.
An operation performed as a result of a Trigger, such as creating a contact or updating a field.
Send a welcome email via ActiveCampaign when a document is created or signed in the Documents & Contracts API.
Trigger renewal reminders to customers in ActiveCampaign when a contract is approaching expiry in the API.
Automatically tag contacts in ActiveCampaign based on document events to refine segmentation.
Obtain API keys or OAuth tokens for both services and configure in the GHL admin dashboard.
Map documents, contracts, and contact fields to sync the right data between systems.
Create a GHL workflow that triggers actions in ActiveCampaign when documents change status or are signed.
Yes. No-code options are available through the GHL marketplace and visual workflow builder. You can set up triggers and actions for ActiveCampaign without writing code. This makes it easy to automate document-driven customer communications.
The integration covers common document and contract operations, including create, update, get, and delete actions for documents and contracts, as well as contact synchronization and status updates. More endpoints may be added over time.
Authentication typically uses OAuth2 tokens or API keys from both services, configured within the GHL dashboard. Ensure tokens are stored securely and refreshed as needed to maintain connectivity.
Yes, fields can be mapped so that signing a document updates contact fields in ActiveCampaign. This ensures contact records reflect latest document status automatically.
If a sync fails, you can retry the operation from the GHL workflow and check error logs. The integration typically provides error details to help you diagnose and fix the issue quickly.
Yes. Use a sandbox or staging environment or enable test data in the GHL workflow to test without impacting live data. Always validate mappings before going live to protect data integrity.
API rate limits vary by plan. Check your GHL and ActiveCampaign account documentation for current quotas and implement retry strategies to avoid throttling.
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Complete Operations Catalog - 126 Actions & Triggers
