Access to the Opportunities API is controlled via credentials. Use OAuth 2.0 or an API key with the scope opportunities readonly. Keep credentials secure and rotate regularly.
Your iLovePDF app uses the same credential approach. Store keys securely and include them in request headers when calling the Opportunities API to ensure traceability.
GET /opportunities/search, GET /opportunities/:id, GET /opportunities/pipelines, POST /opportunities, PUT /opportunities/:id, PUT /opportunities/:id/status, DELETE /opportunities/:id
Trigger when a new opportunity is created in GHL and push data to the Opportunities API to create a new record
Actions include POST to /opportunities and then GET to pull data for PDF generation
POST /opportunities
name close_date value pipeline_id stage_id
Trigger when a status is updated in the Opportunities API
Actions include PUT /opportunities/:id/status and optional PDF refresh
PUT /opportunities/:id/status
id status updated_at
Trigger to fetch opportunities data via GET /opportunities/search or GET /opportunities/:id
Actions include GET endpoints and formatting data for PDF templates
GET /opportunities/search
id name account amount close_date
No coding required to connect data between GHL and iLovePDF
Drag and drop setup to map fields and trigger actions
Fast onboarding with templates and prebuilt workflows
This glossary defines endpoints triggers actions key fields and data flows used in the GHL to iLovePDF integration
A URL path with an HTTP method that performs a specific action in an API
An authorization framework that grants limited access to an API without sharing user credentials
A URL in your app that receives real time event data from an API when something happens
A specific route in an API that you call to perform an operation
Automatically generate and attach PDFs for closed won opportunities using data from GHL
Create batch PDFs that summarize pipeline stages for management reports
Generate tailored proposals as PDFs using live data from opportunities
Register the app in the Opportunities API dashboard and generate your client ID and secret
Map GHL fields to Opportunities API fields name amount close date and set up webhooks
Test in a sandbox verify data flow then deploy to production
Yes. You can test in a sandbox environment before going live. Use sample opportunity data to validate field mappings and API calls. Review response codes and logs to confirm success. Once you are confident you can switch to production. Monitor for any errors.
No coding is required in most cases. You will typically use no code automation to map fields and set up triggers. If you need complex logic you can add lightweight scripts but many use cases are handled with built in tools.
Yes. You can customize triggers and mappings. Define which events trigger PDFs and how fields map to PDF templates. You can adjust pipelines stages and status values to fit your workflow.
Security is a priority. Use OAuth 2.0 or API keys with scoped access. Always store credentials securely rotate them periodically and enable least privilege access.
The integration commonly uses endpoints such as GET /opportunities/search GET /opportunities/:id POST /opportunities PUT /opportunities/:id/status. Your setup may include GET pipelines and GET by id as needed.
If you encounter errors check response codes and error messages. Implement retries with exponential backoff where possible. Validate endpoint availability and credentials before retrial.
Yes you can test before going live. Use a sandbox or staging environment and mock data to verify the end to end flow. Confirm PDF generation and data accuracy before production.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
