Authenticate using an API key with the scope opportunities.readonly. Include the key in the Authorization header as a Bearer token. Rotate keys regularly and store credentials securely.
AccessAlly authenticates via app credentials (OAuth 2.0 or API tokens). Obtain credentials from your app settings and attach tokens to outgoing requests. Use secure secret management and request signing where available.
Core endpoints: GET /opportunities/search, GET /opportunities/:id, GET /opportunities/pipelines, POST /opportunities, PUT /opportunities/:id, PUT /opportunities/:id/status, DELETE /opportunities/:id. Additional endpoints (9-16) are available in the API docs for advanced workflows.
Trigger: When a new lead is captured in AccessAlly, create an opportunity in Opportunities API.
Actions: create opportunity, map fields such as name, value, contact, and close date; return confirmation to AccessAlly.
POST /opportunities
Key fields: id, name, stage, amount, close_date
Trigger: Status or stage change in AccessAlly
Actions: update Opportunities status via PUT /opportunities/:id/status and log changes back to AccessAlly.
PUT /opportunities/:id/status
Key fields: id, status, pipeline, stage
Trigger: Daily batch job during off-peak hours
Actions: fetch opportunities via GET /opportunities/search and push summarized insights to AccessAlly dashboards.
GET /opportunities/search
Key fields: id, name, value, created_at
No development required—configure integrations via UI and webhooks.
Faster go-to-market with automated data flow between systems.
Scalable automation that grows with your sales process.
This glossary defines core concepts used to connect GHL’s Opportunities API with AccessAlly, including endpoints, authentication, webhooks, and data mappings.
A set of rules and endpoints that allow apps to talk to each other and exchange data.
A specific URL in the API that performs a defined action, e.g., GET /opportunities/search.
The method used to verify identity and grant access to API resources, such as API keys or OAuth tokens.
A callback URL that receives real-time updates from one system to another.
Capture form submissions in AccessAlly and create opportunities in the Opportunities API in real time.
Map contact and account fields to opportunity fields to provide richer data in pipelines and reports.
Schedule daily summaries from Opportunities API into AccessAlly tasks and reminders.
In your GHL dashboard, create an API key with scope opportunities.readonly and store securely.
Define data mappings between AccessAlly fields and Opportunities API endpoints to ensure consistent data flow.
Set up webhooks or scheduled jobs to keep data synchronized across systems.
The Opportunities API lets you read and manage opportunity data from GHL in a structured way. In AccessAlly, you can automatically create, update, and track opportunities to keep your sales pipeline aligned across platforms. This enables streamlined lead-to-deal workflows without manual data entry. By leveraging the core endpoints, you can build powerful automations that trigger actions in AccessAlly based on opportunity activity.
Security is ensured by using API keys with restricted scopes and the standard Authorization header. Rotate credentials regularly and apply least-privilege access. For added safety, combine API tokens with IP allowlists and event-based webhooks to minimize exposure. Always validate data before processing and use fallback retries for transient failures.
Essential endpoints include GET /opportunities/search to pull lists, GET /opportunities/:id for details, POST /opportunities to create, PUT /opportunities/:id to update, and PUT /opportunities/:id/status to change status. GET /opportunities/pipelines reveals pipeline structures. These endpoints cover creation, retrieval, updates, and status transitions needed for core syncing.
No heavy coding is required for standard integrations. You can configure mappings, endpoints, and webhooks in the UI and use Zapier or native automations to connect systems. For advanced custom logic, light scripting is possible, but most teams can achieve a robust integration with no-code tools.
Yes. You can customize field mappings between AccessAlly and Opportunities API to ensure data aligns with your workflows. Define which AccessAlly fields map to which opportunity fields and apply validation rules to maintain data quality.
Common errors include authentication failures, rate limit hits, and data validation issues. Implement retries with exponential backoff, monitor webhook deliveries, and log errors for quick diagnosis. Use idempotent operations where possible to prevent duplicate records.
API rate limits and quotas vary by plan. Check your plan details in the developer portal and implement adaptive polling and event-driven webhooks to stay within limits. If you hit a limit, stagger requests or upgrade to a higher tier as needed.
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