How to connect deal-ai to Orders API

Orders API and deal-ai: a ready-to-use integration for payments, orders, and fulfillments.

Connecting Orders API with deal-ai

This guide explains authentication, endpoint setup, and data sync between the Orders API and deal-ai to streamline payments, orders, and fulfillment processes.

Authentication for the Orders API

Use secure API keys or OAuth tokens to authorize calls to the Orders API. Create a least-privilege key for deal-ai and rotate credentials regularly.

Authentication for deal-ai

Deal-ai should authenticate securely against the GHL API, using tokens or keys and adhering to least-privilege scopes. Rotate credentials and store them in a secure vault.

Core endpoints you'll use

– GET /payments/integrations/provider/whitelabel – POST /payments/integrations/provider/whitelabel – GET /payments/orders/ – GET /payments/orders/:orderId – GET /payments/orders/:orderId/fulfillments – POST /payments/orders/:orderId/fulfillments – GET /payments/transactions/ – GET /payments/subscriptions/ – GET /payments/subscriptions/:subscriptionId

Top 3 connection methods for Orders API with deal-ai

1) White-label provider integration

Trigger: a new or updated order in the Orders API; poll via GET /payments/orders/ or respond to webhooks for order changes.

Actions: create or update orders and fulfillments in deal-ai using endpoints like /payments/orders/ and /payments/orders/:orderId/fulfillments.

Primary method paths: /payments/orders/ and /payments/orders/:orderId/fulfillments

Key fields: orderId, fulfillmentId, amount, status

Top 3 connection methods for Orders API with deal-ai

2) Read-only order & transaction checks

Trigger: order status updates or new transactions in the Orders API

Actions: fetch latest orders and related transactions to keep deal-ai dashboards current

Method path: GET /payments/orders/ and GET /payments/transactions/

Key fields: orderId, transactionId, status

Top 3 connection methods for Orders API with deal-ai

3) Subscriptions sync

Trigger: new or updated subscriptions in the GHL Subscriptions API

Actions: pull subscription data and reflect changes in deal-ai; endpoints: /payments/subscriptions/ and /payments/subscriptions/:subscriptionId

Method path: GET /payments/subscriptions/ and GET /payments/subscriptions/:subscriptionId

Key fields: subscriptionId, status, plan, nextBillingDate

No-code benefits

Automate payments, orders, and fulfillments without writing code.

Leverage pre-built endpoints to connect systems quickly and reliably.

Improve data accuracy with direct API calls and real-time updates between GHL and deal-ai.

Glossary & key terms

Key elements include endpoints, triggers, actions, and fields used to connect the Orders API with deal-ai for automated workflows.

API

Application Programming Interface: a set of rules that allow apps to communicate with each other.

Endpoint

A specific URL within an API that performs a function.

Webhook

A callback URL that notifies your app of events as they occur.

Fulfillment

A process that completes an order, including status updates and dispatch.

People also Search for:

Creative ideas for connecting deal-ai to Orders API

Idea 1: Automated payment reconciliation

Automatically reconcile payments between the Orders API and deal-ai when orders are fulfilled.

Idea 2: Real-time order status feed

Stream order status updates into a deal-ai dashboard.

Idea 3: Subscription lifecycle automation

Track subscription events and sync with deal-ai billing.

3 Steps to connect deal-ai with Orders API

Step 1: Authorize the integration

Obtain API keys and grant permissions for payments and orders.

Step 2: Configure endpoints

Select essential endpoints: /payments/orders/, /payments/transactions/, /payments/subscriptions/.

Step 3: Test & deploy

Run test transactions and verify data flow between deal-ai and the Orders API.

Frequently Asked Questions

What is the Orders API?

The Orders API provides access to payment, order, and fulfillment data. It lets you fetch, create, and update orders and related resources to automate flows between systems. Use the API to programmatically manage orders, track payments, and trigger fulfillments as part of your automation strategy.

Authentication uses API keys or OAuth tokens. Store credentials securely and rotate them regularly to reduce risk. Always apply least-privilege access and monitor token usage for unusual activity.

For basic syncing, enable orders, transactions, and subscriptions endpoints. Start with GET /payments/orders/ and GET /payments/transactions/ to verify data movement. Then gradually enable additional endpoints as needed for deeper automation.

Webhooks notify deal-ai of events such as order updates, payments, and fulfillments in real time, reducing polling needs. Configure your webhook URL in the Orders API and validate event delivery.

Yes. The connector supports no-code automation through the visual builder in your app marketplace, no coding required. Use predefined triggers and actions to assemble flows quickly.

All data is transmitted over HTTPS with TLS; apply least-privilege access and rotate credentials regularly. Implement monitoring and alerting for credential changes and data access patterns.

API keys are available in the GHL developer portal; configure and authorize the deal-ai app from your workspace. Keep keys secure and revoke access when a team member leaves.

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Complete Operations Catalog - 126 Actions & Triggers

126
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Polling Triggers
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Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
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Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
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Get Contact Appointments
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Get Contact Tasks
Retrieve all tasks for a contact
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Get Contact Task by ID
Get specific task details
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Get Contact Notes
List all notes for a contact
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Get Contact Note by ID
Retrieve specific note details
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List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
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Delete Contact
Remove a contact permanently
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Upsert Contact
Create or update contact automatically
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Add Tags to Contact
Tag contacts for organization
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Remove Tags from Contact
Remove specific tags
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Bulk Update Contact Tags
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Update Contact Task
Modify existing task details
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Complete Contact Task
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Delete Contact Task
Remove a task permanently
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Create Contact Note
Add notes to contact records
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Update Contact Note
Edit existing notes
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Delete Contact Note
Remove notes from contacts
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Add Contact to Campaign
Enroll contact in campaign
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Remove contact from specific campaign
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Remove from All Campaigns
Unenroll from all campaigns
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13 Triggers 21 Actions
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List Calendar Groups
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List Calendars
Retrieve all calendars
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Get Calendar by ID
Get specific calendar details
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Get Free Slots
Check calendar availability
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List Calendar Events
Get all scheduled events
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List Blocked Slots
View unavailable time slots
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Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
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Update Calendar Group
Modify calendar group settings
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Update Group Status
Enable or disable calendar group
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Remove calendar group
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Validate Group Slug
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Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
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Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
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Delete Notification
Remove notification
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Add room or equipment
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Update Calendar Resource
Modify resource details
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3 Triggers 7 Actions
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4 Triggers 3 Actions
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Search Users
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Filter Users by Email
Search users by email address
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Get User
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List Users by Location
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Create User
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Update User
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Delete User
Remove user from system
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8 Triggers 2 Actions
Trigger
Search Conversations
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Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
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Get Message by ID
Get specific message details
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Get Messages by Conversation
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Get Message Recording
Retrieve voice recording
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Get Message Transcription
Get transcribed message text
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Download Transcription
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Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
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Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
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Delete Business
Remove business
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Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
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Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
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Add Contact to Workflow
Enroll in workflow automation
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Remove from Workflow
Unenroll from workflow
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Add Contact Followers
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Bulk Business Update
Add/remove contacts from business
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Other Operations

20 Triggers 8 Actions
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List Locations
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List Custom Fields
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Get Company
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Find Associations
Search associations
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Get Association
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Get Association Key
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Get Association by Keys
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Get Relations by Record
List record relations
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Check Blog URL Slug
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Get Blog Categories
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Get Blog Posts
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Get Blogs by Location
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Find Location by ID
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Create Location
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Create Association
Link related records
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Update Association
Modify association
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Delete Association
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Create Relation
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Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
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Update Blog Post
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✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
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  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
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🔄 Automation Ready

  • Workflow automation support
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  • Polling triggers (1-15 min)
  • Real-time conversations
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