Authenticate API calls using your GHL developer credentials and your app’s access tokens. Store tokens securely and rotate them regularly.
Register the Sage Sales Management app in GHL, request the necessary scopes for payments, orders, and webhooks, and use OAuth 2.0 flows to obtain access.
– GET /payments/integrations/provider/whitelabel – POST /payments/integrations/provider/whitelabel – POST /payments/integration.write – GET /payments/orders/ – GET /payments/orders/:orderId – GET /payments/orders/:orderId/fulfillments – POST /payments/orders/:orderId/fulfillments – GET /payments/transactions/ – GET /payments/transactions/:transactionId – GET /payments/subscriptions/ – GET /payments/subscriptions/:subscriptionId
Trigger when a payment clears to automatically create or update the corresponding Sage order.
Actions include creating/updating orders, linking payments to orders, and updating order statuses.
GET /payments/orders/
orderId, paymentId, amount, status
Trigger on fulfillments creation or update to sync shipping status in Sage.
Actions: create fulfillments in Sage, update delivery status, notify teams.
POST /payments/orders/:orderId/fulfillments
orderId, fulfillmentId, status, shippedDate
Trigger on new transactions or subscription changes to reconcile balances.
Actions: log transactions in Sage, update subscriptions and revenue reports.
GET /payments/transactions/
transactionId, subscriptionId, amount, status
Fast setup with a click-to-connect experience—no custom coding required.
Real-time data sync across payments, orders, and fulfillments for accurate reporting.
Unified view with a single dashboard to manage transactions and subscriptions.
A glossary of terms and core processes used in the GHL to Sage integration.
Application Programming Interface that enables communication between GHL and Sage Sales Management.
A real-time notification pushed by the API to trigger actions in Sage.
A specific URL and method that performs a defined action in the API.
The process of completing an order, including shipment and delivery status.
Automatically match incoming payments to the correct Sage orders to simplify accounting and reconciliation.
Create and update fulfillments in Sage based on payment events for accurate shipping visibility.
Keep subscription data in sync across GHL and Sage for reliable recurring revenue metrics.
Create your app in GHL and authorize access to payments and orders.
Select endpoints to enable and set up webhooks for real-time data.
Test data flows, verify accuracy, and move to production.
When you connect GHL to Sage Sales Management via the Orders API, data about payments, orders, fulfillments, and transactions flows between systems in near real time. This enables faster reconciliation and fewer manual data entry tasks. Expect data delays only during maintenance windows or API rate limiting.
Authentication uses OAuth 2.0 and API keys. Register your app, request the necessary scopes, and securely store access tokens. Rotate credentials regularly and implement least-privilege access for security.
Commonly used endpoints for order processing include GET /payments/orders/ to fetch orders, GET /payments/orders/:orderId to retrieve a single order, and POST /payments/orders/:orderId/fulfillments to create fulfillments. Depending on your workflow, you might also use GET /payments/integrations/provider/whitelabel to manage provider connections and POST /payments/orders/:orderId/fulfillments to update fulfillment status.
Yes. Use sandbox/test mode where available to validate workflows. Create test payments and test fulfillments to verify end-to-end syncing without affecting live data.
Fulfillments are tracked by their status (created, processing, shipped, delivered) and linked to the corresponding order. Webhooks notify Sage of status changes, and Sage records reflect those updates in real time.
Subscriptions and recurring payments are synchronized by updating subscription records in Sage when changes occur in GHL. This ensures revenue forecasts and renewal dates stay accurate.
API documentation is available in the GHL developer portal and the Sage integration guide. Look for sections on authentication, endpoints, and webhooks to get started.
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Complete Operations Catalog - 126 Actions & Triggers
