Authenticate with your GHL API key and OAuth where supported. Include the Bearer token in request headers and verify permissions for contact, document, and contract endpoints.
Authenticate using your Documents & Contracts API key or OAuth credentials, and ensure the app has read/write access to necessary resources.
– Create or update contacts; – Trigger Postmark emails; – Retrieve documents; – Manage contracts; – Fetch templates and recipients
Trigger: When a contact is created or updated in GHL, sync to ActiveCampaign Postmark.
Actions: Update or create contact in GHL; initiate Postmark email activity via APP.
Method path: /contacts/sync
Key fields: contact_id, email, status
Trigger: New or updated documents in APP generate Postmark emails via GHL.
Actions: Create Postmark email draft; send upon document status changes; log events in GHL.
Method path: /documents/trigger-email
Key fields: document_id, recipient_email
Trigger: Contract created or updated in APP; notify via Postmark.
Actions: Create/update contract in APP; send Postmark notification; update status in GHL.
Method path: /contracts/notify
Key fields: contract_id, recipient_email
No coding required—set up automations with drag-and-drop builders in GHL.
Reliable data flow with built-in logging and error handling.
Scalable workflows that grow with your document and email campaigns.
This section defines core terms, elements, and processes used in the GHL integration with ActiveCampaign Postmark and the Documents & Contracts API.
API: a set of rules that allows software components to communicate with each other.
Endpoint: a specific URL path in an API that performs an action or returns data.
Authentication: the process of verifying identity before API access (e.g., API keys or OAuth).
Webhook: a real-time notification sent from one service to another when an event occurs.
Automatically generate and email a document when a contract status changes in APP via GHL.
Trigger a welcome series from ActiveCampaign Postmark when a new contact is added in GHL.
Send alerts via Postmark when contracts reach milestones or require action.
Obtain API keys for GHL and APP and configure OAuth if required; store securely.
Set up the endpoints, webhooks, and triggers between GHL, ActiveCampaign Postmark, and Documents & Contracts API.
Run test scenarios, validate data flows, and review logs to ensure reliable operation.
In most cases, no coding is required. Use GHL’s visual automation tools to connect the GHL API name with the Documents & Contracts API and set up standard triggers and actions. If you have unique logic, you can add lightweight webhooks or custom scripts. The platform provides templates to accelerate setup.
You can sync contacts, documents, and contract-related data. Map key fields such as email, document_id, and contract_id between GHL and APP. Ensure data consistency by validating field mappings and keeping logs of data changes.
Security is built on standard best practices: API keys or OAuth for authentication, encrypted transmission (HTTPS), and least-privilege access. Regularly rotate credentials and use separate keys for development and production. Monitor audit logs for unusual activity.
Yes. You can customize triggers to act on specific document types, templates, or contract statuses. Use conditional logic in GHL automations to target only the documents you care about and to route actions to the correct recipients.
At minimum, you will need endpoints for authenticating, creating/updating contacts, and triggering communications (e.g., emails via Postmark). Additional endpoints may be required for documents and contracts depending on your workflow; refer to the integration guide for a complete list.
Test in a sandbox or staging environment first. Use sample contacts, documents, and contracts to verify triggers, endpoint calls, and email delivery. Review the activity logs and webhook deliveries to confirm correct behavior.
You can view logs and errors in the GHL integration dashboard, monitor webhook delivery statuses, and review API call histories. Use these logs to diagnose failed authentications, bad mappings, or missing permissions.
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Complete Operations Catalog - 126 Actions & Triggers
