Use the provided credentials to authorize the Opportunities API with the scope opportunities.readonly for read access to opportunities and pipelines.
Connect Act-On as the app in your GHL account by configuring your app key and secret and selecting the appropriate authorization grant for your workflow.
Key endpoints include GET /opportunities/search, GET /opportunities/:id, GET /opportunities/pipelines, POST /opportunities, PUT /opportunities/:id, PUT /opportunities/:id/status, DELETE /opportunities/:id, and GET /opportunities to browse results.
Trigger: Act-On form submissions create new opportunities in the Opportunities API
Actions: POST /opportunities using data from the submission and set pipeline and stage
POST /opportunities
lead_email, opportunity_name, pipeline_id, stage_id, amount
Trigger: Act-On events update the status of an opportunity
Actions: PUT /opportunities/:id/status to move the opportunity to the correct stage
PUT /opportunities/:id/status
opportunity_id, new_status
Trigger: updates in either system trigger a sync in the other
Actions: GET /opportunities/:id and PATCH /opportunities/:id to align fields
GET /opportunities/:id, PATCH /opportunities/:id
opportunity_id, name, amount, stage, pipeline
Automate workflows without writing code using triggers and actions
Fast setup with visual builders and prebuilt templates
Easier maintenance with centralized logging and error handling
Key concepts include API endpoints, authentication, triggers, actions, and data synchronization between Act-On and the Opportunities API
An application programming interface that lets apps communicate and exchange data
A specific URL path in an API used to access a resource or perform an operation
An event in one system that starts an automated workflow in another system
The process of proving identity to gain access to an API
Score leads in Act-On and push high scoring ones to Opportunities via POST /opportunities
Update pipeline stages in real time from Act-On events to keep teams aligned
Send automated opportunities reports to sales reps using Act-On email actions
Enter credentials, grant scope opportunities.readonly, and test the connection
Map Act-On fields to Opportunities API fields such as name, pipeline, stage
Turn on automation recipes and monitor logs
The Opportunities API scope opportunities.readonly provides read access to opportunities and pipelines allowing you to pull data and monitor status. For creating or updating records you may need additional write permissions which can be granted as needed. Always secure credentials and rotate keys per best practices. In production, combine read access with targeted write endpoints to automate workflows while maintaining safety.
Yes you can create opportunities from Act-On submissions by sending the form data to POST /opportunities. Ensure required fields such as name, pipeline, and stage are mapped. After creation you can update the status via PUT /opportunities/:id/status to reflect progress in your funnel.
For a basic sync start with GET /opportunities/search to retrieve records and GET /opportunities/:id to verify data. Then configure POST and PUT endpoints to keep data aligned and avoid duplicates. Always test with a sandbox before going live.
No code is not mandatory. Use the no-code triggers and actions in your integration tool to call endpoints directly. If you prefer, you can write small scripts to call raw endpoints in your preferred language.
To test the connection, use a sandbox environment provided by both systems. Run create, read, and update requests and inspect responses and logs to confirm correct data flow and error handling.
Error handling includes logging responses, retry policies, and status checks. Ensure you implement idempotent requests where possible and monitor retries to avoid duplicate records.
Sample templates and recipes are available in our app connector docs. Use these prebuilt workflows to speed up deployment and customize them for your data mappings.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
