Obtain an API key or OAuth token for the Opportunities API and grant the Zapier App Connector the requested permissions. Use the scope opportunities.readonly for read-only access, or request additional write access as needed. Treat credentials as sensitive data and rotate regularly.
Connect your GHL account in Zapier, authorize access to the Opportunities API, and test the connection. Ensure the correct GHL instance is selected and that the requested scopes are granted.
GET /opportunities/search; GET /opportunities/:id; GET /opportunities/pipelines; POST /opportunities; PUT /opportunities/:id; PUT /opportunities/:id/status; DELETE /opportunities/:id; PUT /opportunities/:id
Trigger when a new opportunity is created or an existing one is updated in GHL, then surface it in Zapier for downstream actions.
Actions include creating or updating opportunities via POST and PUT, and pulling details with GET /opportunities/:id.
Methods/Paths: GET /opportunities/search, GET /opportunities/:id, POST /opportunities, PUT /opportunities/:id
Key fields to map: id, name, pipeline, stage, status, value, close_date
Trigger when an opportunity advances in its pipeline or changes stage in GHL, prompting a status sync in Zapier.
Actions: update status and stage via PUT /opportunities/:id/status and reflect changes in connected apps.
PUT /opportunities/:id/status; GET /opportunities/pipelines; GET /opportunities/:id
Key fields: id, pipeline, stage, status, last_modified
Trigger: Large import of opportunities from CSV or CRM export to create multiple records.
Actions: Create many opportunities with POST /opportunities and update existing ones with PUT /opportunities/:id in sequence.
POST /opportunities; PUT /opportunities/:id
Key fields: id, name, value, pipeline, stage
Automate cross‑app workflows without writing code, saving time and reducing manual data entry.
Achieve near real‑time data synchronization across your tech stack to keep teams aligned.
Build custom alerts, dashboards, and reports with Zapier tasks and your favorite tools.
A concise glossary of terms to help you design reliable automations between the Opportunities API and the Zapier App Connector.
Application Programming Interface: a defined set of endpoints and methods that allow apps to communicate and exchange data.
A specific URL that performs a function within an API.
The process of verifying identity and granting access to an API via keys or OAuth.
A stage in the sales process used by GHL to track opportunities and guide automation.
When a new opportunity is created, automatically route tasks and reminders to your team via Slack, Email, or project management tools.
Advance opportunities through stages automatically when predefined criteria are met, and notify stakeholders.
Aggregate key metrics into Sheets, BI dashboards, or a central dashboard for visibility.
Connect your GHL account and grant Zapier the requested permissions (opportunities.readonly) to read data.
Choose triggers like New Opportunity or Updated Opportunity and actions like Create, Update, or Status Change.
Test in Zapier’s environment and enable live automation once mappings are validated.
The Opportunities API scope opportunities.readonly grants read-only access to opportunity data within GHL from Zapier. It is designed for viewing and filtering opportunities without modifying data. If you need to create, update, or delete opportunities, request or configure a higher scope such as opportunities.write and ensure your OAuth client or API key has the necessary permissions.
To authenticate, start by creating a connection in Zapier to your GHL account and grant the requested permissions for opportunities scope. Use OAuth or API keys depending on your setup; store credentials securely and rotate them periodically.
Automatic status updates are possible when both systems are connected with the write scope. Zapier can trigger updates using PUT /opportunities/:id/status when the criteria are met. Ensure you have the necessary permissions on both sides and test changes in a safe environment before going live.
Available endpoints include search, get by id, pipelines, create, update, status update, and delete. Not every endpoint is required for every Zap; select only those you need for your automation and respect API rate limits.
Yes, bulk updates are supported by performing multiple API calls in a single Zap workflow or via a batch-like pattern using repeated calls. Plan for rate limits and consider batching logic to avoid retries or throttling.
Pipelines are the stages in the sales process used by GHL to categorize opportunities and guide automation. Mapping your stages ensures accurate progression and clearer reporting across connected apps.
Zapier task logs are available in each Zap’s task history within your Zapier account. You can review success and failure messages, error details, and re-run tasks from the dashboard.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
