Authenticate requests using your GHL API key and OAuth-style tokens to securely access opportunity data.
Actionstep authentication ensures that the app is securely connected to the GHL integration and can trigger and receive updates.
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 your Actionstep workflow requires the latest opportunity data to be retrieved or updated in GHL.
Actions include searching for opportunities, fetching details by ID, and updating records from within Actionstep.
Example method path: GET /opportunities/search to locate opportunities by criteria.
Key fields typically include id, name, stage, pipeline, amount, close_date, owner_id.
Trigger: updates in either system can propagate to the other to keep data aligned.
Actions: monitor changes, push updates, and reconcile conflicts.
Example: PUT /opportunities/:id to update status or fields
Fields: id, status, stage, last_modified, owner_id
Trigger on opportunity milestones to kick off downstream actions in your workflows.
Actions: create or update opportunities, fetch pipelines, and move stages automatically.
Example: POST /opportunities to create a new opportunity; GET /opportunities/pipelines for pipeline data
Fields: id, name, pipeline, stage, amount, close_date
Automate data flow without writing a line of code, reducing manual entry and errors.
Achieve real-time visibility of opportunities within your existing Actionstep workflows.
Speed up deal cycles and improve team collaboration through synchronized data.
This glossary defines essential concepts and processes used in the GHL Opportunities API integration with Actionstep.
An API (Application Programming Interface) lets software applications communicate and exchange data.
A specific URL and method that performs a defined action in an API.
The process of verifying who you are to securely access API resources.
A URL that receives real-time data updates from an external service.
Automatically create GHL opportunities when a new lead or case is opened in Actionstep.
Keep opportunities in sync between GHL and Actionstep to reflect current deal progress.
Trigger pipeline moves in Actionstep based on GHL activity, and vice versa.
Obtain credentials and securely connect Actionstep to the Opportunities API.
Set up and test endpoints for search, retrieve, and update within your workflow.
Run validation tests and deploy automation across your processes.
The Opportunities API scope shown as opportunities.readonly means the connected app can only read data from GHL for opportunities in this integration. Create, update, or delete operations are restricted unless additional permissions are granted. If you need write access, request elevated scope from your GHL admin or use a separate integration with write privileges. In practice, many teams start with read-only access for reporting and automation triggers and enable write-enabled flows in a controlled environment.
If your integration includes write-enabled scope, you can create, update, and delete opportunities via the API. The current template notes a read-only scope, so those operations are blocked unless you have write permissions. Always validate permissions before attempting changes. Ensure appropriate safeguards and approvals when enabling write access.
Core endpoints include: GET /opportunities/search for querying, GET /opportunities/:id for details, and GET /opportunities/pipelines to view pipelines. Write-enabled setups add POST /opportunities, PUT /opportunities/:id, PUT /opportunities/:id/status, and DELETE /opportunities/:id. Consult the API docs for full details and parameters.
Authenticate using your GHL API key and OAuth tokens as required by your account. Store credentials securely in Actionstep, and use HTTP headers to pass tokens with each request. Rotate credentials regularly and avoid exposing secrets in logs or code.
Test the integration in a sandbox environment by simulating opportunity data and validating that actions in Actionstep reflect correctly in GHL and vice versa. Use thorough logging, error handling, and retry policies to ensure reliability before production.
Yes. This integration can be used with the Zapier App Connector as part of a broader automation stack. You can trigger actions when opportunities change in GHL and push data into Actionstep workflows.
API endpoint documentation is available in the GHL developer docs and in this guide. Access full endpoint references there, including parameters, pagination, and example requests.
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