Use OAuth 2.0 with client credentials to securely call the Opportunities API and manage access tokens.
4aGoodCause authenticates requests to GHL using a registered OAuth app and token-based access.
Key endpoints: 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 in 4aGoodCause or status changes.
Actions: create or update opportunities in GHL; keep status and pipeline in sync.
GET /opportunities/search to pull matching records.
Key fields: id, name, pipeline, status, value, close_date.
Trigger: opening or updating an opportunity in GHL.
Actions: use GET /opportunities/:id to fetch details and push updates to 4aGoodCause.
GET /opportunities/:id
Fields: id, name, owner, value, stage, close_date.
Trigger: status change in 4aGoodCause reflected in GHL.
Actions: PUT /opportunities/:id/status to sync; update related fields.
PUT /opportunities/:id/status
Fields: id, status, last_modified.
Build end-to-end workflows without writing code using built-in actions and triggers.
Real-time data syncing keeps opportunities up-to-date across apps.
Faster go-to-market with automated pipeline creation and updates.
Core concepts: endpoints, triggers, actions, and data fields used in this integration.
Application Programming Interface: a set of rules that lets software components communicate.
Open Authorization: a standard for token-based access delegation.
A user-defined HTTP callback triggered by events in a system.
A stage in the sales process used for tracking opportunities across systems.
Automatically create opportunities in GHL when new donations are recorded in 4aGoodCause.
Define rules to update opportunity stages based on donor activity and lifecycle events.
Enrich opportunity records with donor details for improved segmentation and targeting.
Register your app in GHL and obtain client credentials.
Grant opportunities.readonly and any write scopes needed.
Use a test environment to verify triggers, actions, and data flow.
You can start without coding by using the built-in Zapier app connector. For custom needs, you can leverage webhooks and the standard endpoints described here. This guide provides step-by-step actions to test connectivity.
Core endpoints include GET /opportunities/search, GET /opportunities/:id, and GET /opportunities/pipelines for reads; POST /opportunities and PUT/DELETE for writes. Field mappings can be customized in the connector UI.
Use OAuth 2.0 with client credentials; store tokens securely and rotate them regularly. Follow best practices for token storage and renewal.
Yes. The connector supports mapping 4aGoodCause fields to corresponding GHL fields, so you can tailor dataflow to your needs.
Data can be near real-time based on trigger setup or batched at intervals. Configure retries and webhooks to control latency.
If a call fails, the connector retries automatically. View error logs and retry from the dashboard when issues are resolved.
API rate limits are documented in the GHL developer docs; monitor usage in the app and implement exponential backoff where needed.
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Complete Operations Catalog - 126 Actions & Triggers
