To use the Snapshots API with Plaud, obtain a valid API key and grant the saas/location.read scope to enable read-only access to location data.
Plaud uses secure tokens to authorize requests to the Snapshots API. Store credentials safely and rotate keys regularly.
Primary endpoint: GET /locations to retrieve stored locations. Other endpoints are defined as needed for future capability expansion.
Trigger when a new location is added or updated in Snapshots API, then create or update a matching record in Plaud.
Actions: fetch GET /locations, map fields (id, name, address, timezone), and update Plaud records accordingly.
GET /locations
Required fields: location_id, name, address, timezone
Trigger on location changes to ensure Plaud stays in sync with Snapshots API.
Actions: patch or put location data into Plaud records based on location_id.
GET /locations/{location_id}
Required fields: location_id
Schedule a bulk export to keep Plaud dashboards updated.
Actions: export a batch of location records to Plaud in a single workflow run.
GET /locations
Required fields: batch_id or list of location_ids
Build powerful automations without writing code using Plaud’s visual workflow designer.
Keep data in sync in real time between Snapshots API and Plaud across your SaaS environment.
Scale workflows easily as your business grows with flexible triggers and actions.
Understand the core concepts: endpoints, triggers, actions, and authentication as they relate to the Plaud–Snapshots API integration.
An interface that lets Plaud access the Snapshots API to read location data.
A specific URL path in the Snapshots API that performs a defined action.
A condition in Plaud that starts a workflow when data changes in the Snapshots API.
The process of proving identity to securely call the Snapshots API from Plaud.
Automatically sync new and updated locations from Snapshots API to Plaud to keep records fresh.
Trigger Plaud actions on location events to notify teams instantly.
Bulk import location data into Plaud dashboards for reporting and analytics.
Generate and store your API key with the saas/location.read scope, then authorize Plaud to access Snapshots API.
Configure the GET /locations endpoint and field mappings to Plaud fields.
Create Plaud workflows using triggers and actions to automate location data tasks.
The Snapshots API provides access to critical location data from your Plaud workspace via the GHL API. You can fetch locations and synchronize them with Plaud workflows. This integration helps automate location management without manual data entry. In Plaud, connect to Snapshots API by supplying your API key and choosing the saas/location.read scope to grant read access to location data.
You need at minimum the saas/location.read scope to read location data from the Snapshots API. Ensure your API key is stored securely, and rotate credentials regularly. Remember to grant Plaud access only to the necessary resources to minimize exposure.
Realtime-like synchronization depends on your workflow design and the triggers you configure. Some tasks can appear near real-time, while others run on a parallel schedule. If you require immediate updates, set high-frequency triggers and ensure the endpoint responses are fast.
No coding is required for standard read-only location syncing. Plaud’s visual workflow builder lets you create triggers and actions to automate data flow. Advanced users can extend with custom logic via additional steps if needed.
The setup centers on the GET /locations endpoint, but you can add other endpoints as needed for future capabilities. Always map fields carefully to Plaud data models.
Test the integration by running a test trigger or a small batch of location data. Verify that filtered results appear correctly in Plaud dashboards and that records update as expected.
API keys and credentials are managed in the GHL account settings and Plaud integration panel. Store them securely and rotate regularly to maintain security.
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