Requests to the Opportunities API require proper authentication. Use OAuth 2.0 with the defined scope: opportunities.readonly to fetch data, with additional scopes as needed. Tokens should be stored securely and refreshed as required.
In Act!, connect using your Zapier app credentials and authorize the GHL connection to access opportunities data. Ensure the necessary scopes are granted and that the connection test succeeds.
– GET /opportunities/search: Search for opportunities with filters like name, stage, or pipeline. – GET /opportunities/:id: Retrieve a specific opportunity by ID. – GET /opportunities/pipelines: List available pipelines to categorize opportunities. – POST /opportunities: Create a new opportunity (write operation). – PUT /opportunities/:id: Update an existing opportunity. – PUT /opportunities/:id/status: Update the status of an opportunity. – DELETE /opportunities/:id: Remove an existing opportunity. – Additional endpoints may be available in the API reference for advanced use cases.
Trigger: A new lead is created in Act!. Use Zapier to call POST /opportunities to create a new opportunity in GHL.
Actions: map lead fields to opportunity fields, assign to a pipeline, set close date and owner.
POST /opportunities
name, value, pipeline_id, stage_id, close_date, contact_id
Trigger: When an Act! opportunity is updated, push changes to GHL to keep data in sync.
Actions: update fields via PUT /opportunities/:id and synchronize IDs across systems.
PUT /opportunities/:id
id, status, amount, close_date
Trigger: GHL events or status changes notify Act! via webhook for immediate action.
Actions: handle webhook payloads, map fields to Act! and trigger follow-ups.
Webhook endpoint (N/A for direct REST, webhook used for real-time updates)
event, data, timestamp
Automate data entry and opportunity creation without custom code.
Maintain bi-directional data sync to keep Act! and GHL aligned.
Accelerate sales cycles with live data and automated triggers.
Core elements include endpoints, triggers, actions, and field mappings used to connect Act! with GHL via the Opportunities API.
An interface that allows Act! and GHL to exchange data programmatically over HTTP.
A real-time notification mechanism that sends data to a configured URL when a specified event occurs.
Authorization framework that grants scoped access to APIs without sharing user credentials.
A sequence of stages that opportunities move through during the sales process.
Embed Act! form submissions to automatically create opportunities in GHL using the Opportunities API.
Set up a two-way sync so status updates in either system propagate to the other.
Trigger reminder tasks or emails in Act! when opportunities reach key stages.
Obtain an access token for the Opportunities API and grant Act! the required scopes.
Define field mappings between Act! records and GHL opportunities.
Run tests, validate data flow, then activate the integration for all users.
No-code setup is possible with middleware like Zapier, enabling you to connect Act! to GHL without writing code. If you prefer to customize beyond presets, this integration supports field mappings and conditional logic to tailor the flow. Start with basic triggers and expand as needed.
For a basic sync, you typically need endpoints like GET /opportunities/search, GET /opportunities/:id, and POST /opportunities to create records. You can then use PUT /opportunities/:id and PUT /opportunities/:id/status to update records. This setup covers bidirectional read/write with appropriate scopes.
Security is handled via OAuth 2.0 tokens with scoped permissions. Use secure storage for tokens and rotate credentials regularly. All data transfers occur over HTTPS with standard API security practices.
Yes. You can update opportunity details from GHL to Act! or vice versa using PUT /opportunities/:id and PUT /opportunities/:id/status, depending on your mapping. Ensure IDs are synchronized to maintain data integrity.
Common synced fields include: name, pipeline_id, stage_id, close_date, amount, contact_id, and status. You can extend mappings to include custom fields as supported by your Act! and GHL configurations.
Webhooks notify Act! of changes in GHL in real time. You configure a webhook URL in your Act! app to receive events from GHL. Payloads include event type and relevant data for mapping.
API reference docs and usage limits are available in the developer portal. If you need more details or examples, consult the official documentation or contact support for guidance.
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Complete Operations Catalog - 126 Actions & Triggers
