Authenticate using OAuth 2.0 or API keys, securely handling credentials and scopes (opportunities.readonly) to control access to data.
APPNAME authenticates with GHL by presenting its client credentials to obtain an access token, then uses that token to call endpoints within the defined scope.
GET /opportunities/search, GET /opportunities/:id, GET /opportunities/pipelines, POST /opportunities, PUT /opportunities/:id, PUT /opportunities/:id/status, DELETE /opportunities/:id, PUT /opportunities
Trigger: When an opportunity is created or updated in APPNAME, the connector sends data to GHL to create or update the corresponding record.
Actions: upsert records in GHL, keep pipelines aligned, and attach activity notes for full context.
Endpoint usage: POST /opportunities to create, PUT /opportunities/:id to update existing records.
Key fields: id, name, stage, value (amount), close_date, pipeline_id, owner_id
Trigger: GHL updates APPNAME when an opportunity changes in status or stage.
Actions: pull latest changes, enrich APPNAME records with notes and updated fields.
Endpoint usage: GET /opportunities/:id to fetch details; GET /opportunities/search for queries.
Key fields: id, status, stage, last_modified, owner_id
Trigger: daily or weekly summaries of opportunities are generated in APPNAME based on GHL data.
Actions: publish dashboards, alert teams, and export CSVs or PDFs from APPNAME.
Endpoint usage: GET /opportunities/search to generate reports; GET /opportunities/pipelines for status dashboards.
Key fields: id, name, stage, forecast, close_date
Build powerful integrations without writing code, using pre-built connectors and visual workflows.
Accelerate business processes with drag-and-drop automation and real-time data sync.
Maintain data accuracy across systems with automatic reconciliation and error handling.
This glossary explains API terms, endpoints, authentication, and data fields used when integrating APPNAME with the Opportunities API.
A set of rules that lets software apps talk to each other and request operations.
A specific URL and operation exposed by an API to perform a task.
A secure protocol for delegated access to APIs without sharing user credentials.
A cap on the number of API requests allowed in a given time window to ensure stability.
Automatically route opportunities to the correct team based on pipeline and owner in APPNAME.
Send proactive alerts to sales reps when key milestones are reached.
Auto-create performance dashboards that pull data from GHL into APPNAME.
Obtain client_id and client_secret from GHL and configure your APPNAME app to request tokens.
Enter the APPNAME client details, set scope to opportunities.readonly, and test the connection.
Run test queries, verify data sync, and enable alerts for failures.
With the Opportunities API, you can search for and retrieve opportunities from APPNAME, giving you visibility into pipeline stages and forecast. The endpoints support filters and pagination so you can surface exactly what your team needs. All calls respect the defined scope opportunities.readonly.
Security is built-in: use OAuth 2.0 or API keys, rotate credentials regularly, and store tokens securely. Token expiry and refresh flows are supported to keep your connections active without exposing sensitive data.
Available endpoints include search, retrieve by ID, pipelines, create, update, and delete operations for opportunities. Use GET for reads, POST when creating, PUT for updates, and DELETE to remove records in a controlled way.
No-code builders and pre-built connectors let you connect APPNAME to the Opportunities API without writing code. You can configure triggers, actions, and data mappings visually.
Yes. You can update opportunity records from APPNAME using PUT /opportunities/:id or upsert logic, maintaining synchronization across systems and reflecting changes in real-time.
Rate limits protect API stability. Expect caps on requests per minute and daily quotas; plan retries and back-off strategies in your automation to stay under limits.
If you encounter issues, verify credentials, check token validity, confirm endpoints and scopes, and review logs in APPNAME and GHL. Re-authenticate if needed and test with a small data set.
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Complete Operations Catalog - 126 Actions & Triggers
