Begin by granting your GHL account permission to access the Documents & Contracts API. Use OAuth or API keys, then test the connection to ensure valid tokens are issued.
Provide Acumbamail’s credentials to the integration setup, selecting the required scopes and rate limits for smooth operation.
Endpoints may include: {API Endpoint1}, {API Endpoint2}, {API Endpoint3}, {API Endpoint4}, {API Endpoint5}, {API Endpoint6}, {API Endpoint7} and more as needed.
Trigger: when a new contract is created in the GHL Documents & Contracts API
Actions: generate a document in Acumbamail and attach it to the contract; notify your team
POST /api/{endpoint}/contracts/{contract_id}/documents
Required fields: contract_id, document_id, template_id
Trigger: when contract status changes in GHL
Actions: update Acumbamail contact fields, map contract status to client notifications
PUT /api/v1/contacts/{contact_id}
Fields: contact_id, status, last_updated
Trigger: when a document is signed in the API
Actions: attach the signed document to the client record in Acumbamail and notify the user
GET /api/v1/documents/{document_id}/signatures
Fields: document_id, client_id, signature_status
Automate repetitive document workflows without writing code
Keep data in sync between Acumbamail and contract records automatically
Speed up client onboarding with pre-filled documents and reminders
Core elements include endpoints, triggers, actions, field mappings, and robust error handling.
A URL path that performs a specific action when called by an app.
An event that starts an automation when conditions are met.
Methods to securely connect and authorize between apps (OAuth, API keys).
How data from one app maps to fields in another.
Automatically generate welcome documents and onboarding emails in Acumbamail when a new contract is added via the GHL API.
Use template-based document generation to speed up contract creation and reduce manual editing.
Automate email or message sequences in Acumbamail when contract status changes.
In GHL, generate an API key and authorize Acumbamail
Select events that will trigger actions in Acumbamail
Run end-to-end tests and monitor for issues
No extensive coding is required. This guide covers no-code setup steps, using prebuilt triggers and actions to connect Acumbamail with the Documents & Contracts API. If you are comfortable with basic settings, you can get running quickly. If you do hit hurdles, our team can help.
Use OAuth for secure authorization when possible, or generate a dedicated API key with scoped permissions for Acumbamail. Keep keys secret and rotate them periodically.
Focus on endpoints that manage documents, contracts, and contact records. A typical basic sync uses: create document, update contract, and fetch signature status.
Leverage sandbox or test mode in GHL and Acumbamail. Run end-to-end tests, verify data mappings, and review error messages in logs before going live.
Map each source field to the corresponding destination field in Acumbamail. Keep a simple mapping document and test with sample records.
Yes. Enable error alerts in your integration platform and review execution logs. Set retries and notify your team on failures.
Look for official docs on the Documents & Contracts API, Acumbamail support, and community tutorials for additional patterns and troubleshooting.
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Complete Operations Catalog - 126 Actions & Triggers
