How to Connect Act-On to Memberships API via GHL

A streamlined connection between the Memberships API and Act-On with GHL

How to connect the Memberships API with Act-On

This guide shows how to connect the Memberships API to Act-On using GHL with a no-code approach. Youll authenticate with the users.readonly scope, review the endpoints, and configure simple triggers to keep contacts in sync with minimal setup.

Authentication for Memberships API

Authenticate to the Memberships API through GHL using OAuth 2.0 with the scope users.readonly to safely access endpoints.

Authentication for Act-On

Act-On authorizes data flow to the Memberships API via the Zapier connector; use the configured OAuth or API key as set up in your workspace.

Key Endpoints for the Memberships API

– GET /users/ fetches all users\n- GET /users/:userId fetches a single user by ID\nNote: Additional endpoints are outside the scope of this guide.

Top 3 Connections Between Memberships API and Act-On

1) User Data Sync

Trigger: a new or updated user in Memberships API pushes an updated contact to Act-On.

Actions: create or update contact in Act-On, map fields such as email, name, and membership status.

Method path used for this connection: GET /users/ to fetch user records for sync.

Key fields used for matching are userId and email.

Top 3 Connections Between Memberships API and Act-On

2) Role Based Segmentation

Trigger: changes to user roles or statuses in Memberships API update segments in Act-On.

Actions: adjust contact segments or tags in Act-On.

GET /users/:userId

Key fields: userId, role, email.

Top 3 Connections Between Memberships API and Act-On

3) Bulk Import

Trigger: scheduled batch every night to sync multiple users.

Actions: bulk create or update in Act-On using a batch import.

Endpoint: GET /users/ with pagination for full sync.

Key fields: userId, email.

No-code Benefits for Connecting Memberships API to Act-On

No code setup lets non-developers build automations between Memberships API and Act-On quickly.

Automations run in Zapier without custom code, reducing time to value.

Real-time or near-real-time data sync with minimal maintenance.

Key Terms and Glossary

This glossary covers API, endpoints, OAuth 2.0, payloads, triggers, and actions as used in the Memberships API to Act-On integration.

API

A defined interface that allows apps to communicate and exchange data.

Endpoint

A specific URL in an API that performs a function such as retrieving user data.

OAuth 2.0

A standard authorization protocol that issues access tokens to approved apps.

Payload

The data sent in an API request or returned in a response.

People also Search for:

Creative Ideas for Connecting Memberships API with Act-On

Idea 1: Welcome series trigger

Automatically enroll new users into a welcome series in Act-On when they sign up in Memberships API.

Idea 2: Segmentation campaigns

Create dynamic segments in Act-On based on user attributes from the Memberships API.

Idea 3: Re-engagement triggers

Trigger re-engagement emails in Act-On when Memberships API data shows inactivity.

3 Steps to Connect Memberships API with Act-On

Step 1: Authorize and Prepare

Grant the required scope (users.readonly) and configure OAuth settings in GHL, then authorize the Zapier connector.

Step 2: Configure Endpoints

Add GET /users/ and GET /users/:userId as primary endpoints and test connectivity.

Step 3: Build Workflows

Create Zapier workflows to push user data to Act-On campaigns and lists.

Frequently Asked Questions

What authentication methods are used for the Memberships API?

You can authenticate using OAuth 2.0 with a client in your GHL workspace and scope users.readonly. The credentials are managed in the Zapier app connection and you should grant read-only access to user data. If your org requires token rotation, store tokens securely and rotate them on schedule.\n\nKeep credentials in a secure vault and revoke access when teammates depart to maintain security.

The primary endpoints you need are GET /users/ and GET /users/:userId. These allow listing and fetching individual user records for sync. Other endpoints exist but are not required for the standard Memberships API to Act-On flow.\n\nTest connectivity with a sample user and verify that key fields map correctly to Act-On fields.

Data sync can be real-time if you configure event-driven triggers, or near real-time with polling in Zapier. The exact latency depends on your Zapier plan and how frequently you poll.\n\nFor critical campaigns, choose triggers to push data as soon as Memberships API detects changes.

No heavy code is required. The Zapier connector provides actions and mappings that cover most use cases. Some advanced mappings may benefit from light scripting or custom fields, but a typical setup requires only point-and-click configuration.\n\nIf you need custom data transformations, use Zapier’s built-in formatter or a small code step.

In Zapier, map the source fields from Memberships API to Act-On fields such as email, first name, last name, and membership status. Use userId to deduplicate and ensure each contact record matches Act-On.\n\nConsider creating default mappings for new fields and validating data types before activations.

Define data governance by enforcing field validations, deduplication rules, and permission scopes. Regularly audit mappings, monitor data freshness, and implement retry and error-handling workflows.\n\nDocument data flows and responsibilities to keep teams aligned and compliant.

API credentials are available in the GHL developer console and in the Zapier app connection panel. Copy the client id and secret from GHL, configure them in Zapier, and secure them in your vault. If you rotate credentials, update all connected apps immediately.\n\nIf you use API keys instead of OAuth, store keys securely and monitor usage.

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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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