Authentication is handled via your GHL API credentials and the chosen access scope. Use your API key or OAuth token in the Authorization header and ensure the scope includes opportunities.readonly for read operations or a higher scope for write access.
AgencyBloc requires a secure OAuth token or API key to authorize requests. Store credentials securely, refresh tokens before expiry, and apply the token to every API call in the Authorization header.
GET /opportunities/search; GET /opportunities/:id; GET /opportunities/pipelines; POST /opportunities; PUT /opportunities/:id; PUT /opportunities/:id/status; DELETE /opportunities/:id; PUT /opportunities; Additional endpoints exist in the API docs.
Trigger: Use GET /opportunities/search to retrieve opportunities based on status or pipeline and bring them into AgencyBloc for tracking.
Actions: map fields (id, name, stage, amount, close_date, pipeline_id) into AgencyBloc opportunities; optionally create or update records in AgencyBloc.
GET /opportunities/search
id, name, stage, amount, close_date, pipeline_id, owner_id
Trigger: GET /opportunities/:id to fetch a single record.
Actions: retrieve the fields and map to AgencyBloc’s object, handle nested data for related records.
GET /opportunities/:id
id, name, status, amount, close_date, pipeline_id
Trigger: PUT /opportunities/:id/status to change the stage or status.
Actions: update status field, optionally adjust related fields like pipeline, close_date, or owner.
PUT /opportunities/:id/status
id, status, updated_at
Speed up sales workflows with direct data flow between AgencyBloc and Opportunities API, reducing manual data entry.
Maintain data consistency across platforms with synchronized records and automatic updates.
Enable event-driven alerts and dashboards with real-time changes from the API.
A quick glossary and process map to help you understand the integration steps, data objects, and common terminology used when connecting AgencyBloc with the Opportunities API.
Application Programming Interface: a defined set of endpoints and methods that allow apps to communicate and exchange data.
A specific URL path and HTTP method combination that performs an action or retrieves data from the API.
The process of verifying identity and granting access to API resources, typically via API keys or OAuth tokens.
A callback URL that lets the API notify your app in real time when something changes.
Automatically push new opportunities from AgencyBloc into your Opportunities API pipelines and vice versa to keep both systems in sync.
Compute scores based on deal value, stage duration, and activity history to route opportunities to the right owner.
Trigger automations in AgencyBloc when opportunities move between stages to notify teams and update dashboards.
Collect your API key, OAuth tokens, and required scope for this integration.
Choose the endpoints you need and set up field mappings between AgencyBloc and Opportunities API.
Test calls in a staging environment, monitor logs, and deploy to production after successful validation.
The Opportunities API provides programmatic access to your CRM opportunities, pipelines, and related data. It enables read and write operations so you can automate creation, updates, and retrieval directly from AgencyBloc. Use the endpoints listed to integrate your sales workflow with confidence, ensuring data stays synchronized across systems. In addition, this guide covers best practices for authentication, error handling, and field mapping to minimize errors during integration.
The most commonly used endpoints in CRM workflows are: GET /opportunities/search for listing opportunities, GET /opportunities/:id for retrieving a single record, GET /opportunities/pipelines to view pipelines, POST /opportunities to create, PUT /opportunities/:id and PUT /opportunities/:id/status for updates, and DELETE /opportunities/:id to remove records. These endpoints support typical sales processes such as pipeline management, forecasting, and alerting.
Authentication is handled via API keys or OAuth tokens, with scopes controlling access. For read-only operations, use opportunities.readonly; write access requires broader permissions. Always follow the security guidelines for storing credentials and rotating secrets.
Yes. You can create new opportunities, update existing ones, and manage statuses directly from AgencyBloc. Use the create (POST) and update (PUT) endpoints, and adjust status via PUT /opportunities/:id/status.
Field mapping between AgencyBloc and the Opportunities API is done in the integration layer. Map key fields such as id, name, stage, amount, close_date, and pipeline_id to ensure data aligns in both systems. Consider using webhooks to synchronize changes in real time.
Yes, the API enforces rate limits and requires secure authentication. Always use HTTPS, protect your keys, and implement retries with exponential backoff to handle transient errors.
Developer resources, code samples, and endpoint references are available in the official API docs and developer portal. Start with authentication guides, then explore example requests and payload schemas.
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