How to connect 97Display to the SaaS API

SaaS API x 97Display: Quick integration for seamless data flow

How SaaS API connects with 97Display

This guide explains how to connect the SaaS API to 97Display via GHL. You’ll authorize access with OAuth, then use key endpoints to sync installed locations and manage subscriptions, all without heavy coding.

Auth flow for SaaS API

Authenticate using OAuth 2.0 with the oauth.readonly scope to request access to installed locations and obtain a location token for secure API calls.

Auth steps for 97Display

In 97Display, connect to the SaaS API by supplying client credentials and completing the OAuth grant so 97Display can operate on your SaaS data.

Key Endpoints Used

GET /oauth/installedLocations; POST /oauth/locationToken; saas/location.write; PUT /update-saas-subscription/:locationId; POST /enable-saas/:locationId

Top 3 connection patterns for SaaS API and 97Display

1) OAuth install and location sync

Trigger: when a user grants access and installs the SaaS location.

Actions: fetch installedLocations, create or update the location in 97Display, and store the access token for future calls.

METHOD/PATH: GET /oauth/installedLocations; POST /oauth/locationToken

Fields: locationId, installedLocation, accessToken, refreshToken

Top 3 connection patterns for SaaS API and 97Display

2) Per-location token exchange on enable

Trigger: user enables SaaS for a location.

Actions: call POST /oauth/locationToken, then saas/location.write to store data.

METHOD/PATH: POST /oauth/locationToken

Fields: locationId, locationToken, accessToken

Top 3 connection patterns for SaaS API and 97Display

3) Automated subscriptions update

Trigger: subscription status changes in SaaS then update in GHL

Actions: PUT /update-saas-subscription/:locationId to reflect changes.

METHOD/PATH: PUT /update-saas-subscription/:locationId

Fields: locationId, subscriptionStatus, planId

No-code benefits for SaaS API and 97Display

No-code setup with OAuth: connect once, reuse tokens across requests

Automatic data syncing between SaaS and 97Display without custom scripts

Centralized analytics and reporting in GHL for connected locations

Key terms and glossary

Glossary of elements used in this integration, including OAuth, endpoints, triggers, actions, and data mappings.

OAuth

OAuth 2.0 is an authorization framework that lets apps access user data without sharing passwords.

Installed Location

An individual SaaS location linked to a user account that can be managed via API calls.

Endpoint

A specific URL path in the API used to perform an action or retrieve data.

Location Token

A token that authorizes requests for a specific SaaS location.

People also Search for:

Creative ideas for SaaS API and 97Display integration

Automated location sync every hour

Set a cadence to pull installed locations and update 97Display without manual steps.

Event-driven updates

Trigger updates in 97Display when a SaaS location changes state.

Error handling dashboards

Log failures and retries in a centralized dashboard.

Three steps to connect SaaS API with 97Display

Step 1: Create OAuth credentials

In SaaS API, create an OAuth client and capture client_id and client_secret.

Step 2: Authorize and grant access

Direct users to authorize and grant the oauth.readonly scope to SaaS API.

Step 3: Configure webhooks and endpoints

Configure endpoints in GHL to call the SaaS API’s endpoints and map data to 97Display.

Frequently asked questions

Do I need to code to connect SaaS API with 97Display?

No coding is required to start the SaaS API connection with 97Display. Use the built-in OAuth flow to authorize access and plug endpoints to move data between systems. The UI guides you through mapping fields and setting up triggers and actions. This makes a no-code approach accessible to non-developers. The integration uses standard REST calls and Webhook events to keep data in sync without writing scripts.

The primary endpoints involved are GET /oauth/installedLocations to fetch your SaaS locations, POST /oauth/locationToken to exchange tokens, and PUT /update-saas-subscription/:locationId to update subscription state. You’ll also use saas/location.write to persist location data in 97Display. These endpoints enable location-level control and token management for secure calls.

OAuth 2.0 keeps credentials safe by tokenizing access. You grant specific scopes (such as oauth.readonly) and 97Display uses access and refresh tokens to call the SaaS API. Tokens can be rotated and refreshed automatically, reducing risk. Always follow best practices by rotating secrets and using secure storage for tokens.

Yes. You can map fields between SaaS locations and 97Display, such as locationId, status, and plan. The no-code setup lets you choose fields, rename them for clarity, and decide which data to sync. If a field changes in SaaS, you can propagate it to 97Display automatically.

Token refresh is handled via the OAuth mechanism. When an access token expires, the refresh token is used to obtain a new access token without reauthenticating the user. If a refresh fails, you can prompt for reauthorization or retry after a cool-down period.

Yes. You can test connections in a sandbox or staging environment. Use test credentials and sample locations to verify data flow, triggers, and mappings before going live. This helps ensure data integrity and safe deployments.

Connection status and logs appear in the 97Display integration panel and the GHL connection diagnostics. You can review token status, endpoint responses, and any errors. This visibility helps with quick troubleshooting and reliability.

New Server SALE!

Due to high volume, we will be upgrading our server soon!

Prices Go UP in:

Days
Hours
Minutes
Seconds

Monthly Access

Full Endpoint Access
$ 49
99
Monthly
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Popular

Annual Access

Full Endpoint Access
$ 37
49
Billed Annually
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Save 25%

Lifetime

Full Endpoint Access
$ 999
99
One-time Fee
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Best Value

🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
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
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
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
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
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
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

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
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ 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
  • Multiple calendar types
  • 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
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
Browse Our App Connections

Legal Services

Our Services

Business API
Business API
Calendars API
Calendars API
Contacts API
Contacts API
Conversations API
Conversations API