Obtain an access token using OAuth 2.0 through the GHL developer portal. The scope used for this connection is socialplanner/tag.readonly to access tag data and related statistics endpoints.
Create a dedicated integration user or API token in ActiveCollab and grant permissions to read and write tags and statistics. Store credentials securely and rotate them regularly.
GET /social-media-posting/:locationId/tags; POST /social-media-posting/:locationId/tags/details; socialplanner/statistics.readonly; POST /social-media-posting/statistics
Trigger: a new tag is created in the GHL Users API
Action: create or update the corresponding tag in ActiveCollab and keep timestamps in sync
GET /social-media-posting/:locationId/tags
locationId, tagId, tagName, createdAt
Trigger: tag details are updated in the GHL API
Action: POST /social-media-posting/:locationId/tags/details to ActiveCollab and update related records
POST /social-media-posting/:locationId/tags/details
locationId, tagDetails
Trigger: new statistics are available in the GHL API
Action: POST /social-media-posting/statistics to ActiveCollab for dashboarding
POST /social-media-posting/statistics
locationId, statsDate, metrics
No coding required—set up triggers and endpoints with a few clicks.
Rapid data synchronization minimizes manual updates and errors.
Reusable templates let you copy the flow for new projects quickly.
This glossary covers endpoints, triggers, actions, and field mappings that define how data moves between GHL and ActiveCollab.
A label used in GHL to categorize content; synchronized with ActiveCollab tags for organized tracking.
Aggregated data from GHL (e.g., engagement metrics) that feeds into ActiveCollab dashboards.
A unique identifier for a social location in GHL; used in API calls like /social-media-posting/:locationId.
Credential used to authenticate requests between GHL and ActiveCollab; store securely and rotate regularly.
Automatically create or update ActiveCollab projects and tasks based on GHL tags to speed onboarding.
Feed statistics into a live ActiveCollab dashboard to monitor engagement and performance on the fly.
Route tickets or posts to the appropriate ActiveCollab channel based on tags for faster triage.
Register the GHL app and generate an API token; set permissions for tags and statistics.
Map GHL fields to ActiveCollab fields and test data flows with sample records.
Run end-to-end tests, review logs, and enable alerts for failures.
No coding is required for the basic connection. You can set up triggers, actions, and field mappings through the GHL and ActiveCollab interfaces. If you need advanced logic, you can still extend the flow with simple no-code conditions. This keeps the process approachable for non-developers. In short, most teams can get started in minutes and scale later.
At minimum, use read permissions for tags and write permissions for updates to ensure data can flow both ways. For statistics, allow read access to pull metrics and write access if you want to push aggregated results to ActiveCollab dashboards. Always apply the principle of least privilege.
Yes. You can map GHL fields like tagName, locationId, and tagDetails to corresponding ActiveCollab fields. Use templates to reuse mappings across projects. If a field is missing, you can create a placeholder and map it later.
Test the integration with a sandbox project and sample records. Validate token validity, endpoint responses, and error handling. Review logs and set up simple alerts for failures before going live.
Rates depend on your GHL plan and API usage. Monitor quotas in the GHL developer portal and implement retry logic to handle transient failures gracefully. If you expect spikes, plan for rate-limit handling in your workflow.
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Complete Operations Catalog - 126 Actions & Triggers
