To connect GHL with AccessAlly, generate an API key in your GHL account and store it securely, then configure the connection in Zapier or the Notes API integration.
Authenticate AccessAlly using your API token or OAuth credentials provided by AccessAlly, and grant scoped access for the integration.
Core endpoints include contact, note, and lifecycle actions. This page highlights a practical subset used for syncing and automation.
Trigger: New or updated contact in GHL
Actions: Create or update the corresponding contact in AccessAlly and map essential fields
Method path: /contacts
Key fields: email, first_name, last_name
Trigger: New or updated note in AccessAlly
Actions: Create or update notes in GHL and attach to the relevant contact
Method path: /notes
Fields: contact_email, note_text, timestamp
Trigger: Lifecycle stage changes in either system
Method path: /lifecycle
Fields: contact_id, stage, timestamp
Automate routine tasks without writing code
Speed up onboarding and data consistency across systems
Easily customize mappings and workflows with a visual interface
Definitions of endpoints, triggers, actions, and mappings that power the GHL AccessAlly connection and data flows.
A specific URL path provided by an API that allows actions like create, read, update, or delete data.
An event in one app that starts an automation or flow in another app.
A defined correspondence of fields between two systems so data transfers correctly.
A secure authorization framework used to grant access to APIs without sharing passwords.
Set up a bidirectional sync to keep contact records current across both platforms.
Stream notes between GHL and AccessAlly so teams have context at a glance.
Trigger onboarding sequences in AccessAlly when new contacts enter GHL, or vice versa.
Create a GHL API key and obtain an AccessAlly API token; keep credentials secure and rotate regularly.
Define how contacts and notes map between GHL and AccessAlly, including custom fields.
Run test synchronizations, verify IDs, and enable ongoing automation.
Yes, the setup is designed for no code use with visuals and connectors. You can leverage built in mappings and presets to get started quickly. If you need more control, you can adjust mappings in settings and use webhooks for custom flows.
Supported methods include API keys and OAuth tokens. Use the method your organization prefers and ensure credentials are stored securely. Rotate credentials regularly and limit scopes to the minimum necessary.
Initial setup typically requires endpoints for contacts and notes, plus mappings for core contact fields. Depending on your goals you may also need lifecycle endpoints and field mappings.
Data mapping is done in the integration settings. Choose corresponding fields in each system and test with sample data to validate accuracy.
Check error logs, verify credentials, and run a small test sync. If issues persist, enable verbose logging or contact support with the error details.
Yes. Triggers and actions can be customized in the integration editor, using condition filters and mapping rules to tailor behavior.
API documentation, endpoint references, and sample payloads are available in the developer docs for both GHL and AccessAlly.
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Complete Operations Catalog - 126 Actions & Triggers
