How to Connect Dovetail to Users API

Dovetail + Users API: A seamless integration for data flow

How to connect Users API with Dovetail

This guide walks you through authenticating and wiring up Dovetail to the Users API, including available endpoints, required credentials, and testing steps.

Authentication for Users API

Authenticate requests to the Users API using a scoped API key or OAuth 2.0. For this integration, grant the tag-related read permissions (scope: socialplanner/tag.readonly) so Dovetail can retrieve tags and posting statistics.

Authentication for Dovetail

Dovetail will use the chosen credential (API key or OAuth client) to securely authenticate with the Users API and access the defined endpoints.

Endpoint List

GET /social-media-posting/:locationId/tags — Retrieve tags for a social post location; POST /social-media-posting/:locationId/tags/details — Get tag details for a location; socialplanner/statistics.readonly — Read statistics; POST /social-media-posting/statistics — Submit posting statistics

Top 3 Connection Scenarios for Dovetail and Users API

Fetch Tags and Tag Details

Trigger: when publishing or updating content in Dovetail to fetch relevant tags from the Users API.

Actions: call GET /social-media-posting/:locationId/tags to retrieve tags and POST /social-media-posting/:locationId/tags/details to fetch tag details; store results back in Dovetail.

GET /social-media-posting/:locationId/tags; POST /social-media-posting/:locationId/tags/details

locationId, tagId, tagDetails, credentials

Top 3 Connection Scenarios for Dovetail and Users API

Fetch Social Statistics

Trigger: on a schedule (daily or weekly) or on-demand to pull latest stats.

Actions: POST /social-media-posting/statistics to push stats and GET socialplanner/statistics.readonly to read summaries.

POST /social-media-posting/statistics; GET socialplanner/statistics.readonly

locationId, stats fields (views, engagements, reach), timestamp

Top 3 Connection Scenarios for Dovetail and Users API

Live Data Sync

Trigger: real-time or near real-time sync on events from Dovetail or Users API.

Actions: coordinate calls to both endpoints to keep data in sync; handle retries and mapping.

Use the two endpoints listed above for continuous updates.

locationId, timestamp, dataPayload

No-code Benefits of Connecting Dovetail with Users API

Seamless automation between apps without writing code.

Faster time-to-value with ready-to-use endpoints and triggers.

Centralized data flow with error handling and retries built in.

Key Terms & Glossary

Understand the elements (endpoints, credentials, triggers) and processes (authentication, data mapping, error handling) involved in connecting GHL to the Users API via Dovetail.

API

An application programming interface that allows apps to communicate and exchange data.

Endpoint

A specific URL where an API can be accessed by a client to perform an action or retrieve data.

OAuth 2.0

An authorization framework that enables apps to obtain limited access to user accounts without sharing credentials.

API Key

A secret token used to authenticate API requests and identify the client.

People also Search for:

Creative Ideas for Dovetail + Users API

Idea 1: Auto-tagging workflow

Automatically fetch tags when a post is created in Dovetail and populate tag fields in your dashboards.

Idea 2: Stats digest email

Send a weekly digest of social stats from the Users API to your team.

Idea 3: Real-time data feed

Stream live data from the Users API into Dovetail for instant insights.

3 Steps to Connect Users API with Dovetail

Step 1: Acquire credentials

Create an API key or OAuth client in GHL and note the required scope (socialplanner/tag.readonly).

Step 2: Configure endpoints in Dovetail

Enter the endpoint URLs and authentication details for the GET and POST calls you’ll use.

Step 3: Test and monitor

Run test requests, validate responses, and set up monitoring.

Frequently Asked Questions

What is the GHL Users API and what can it do?

The GHL Users API exposes endpoints to manage social data, including tags and basic posting statistics. This page shows how to connect Dovetail to those endpoints using no-code configuration and secure authentication. You’ll learn which endpoints to call, what data to send, and how to map results into Dovetail dashboards. The goal is a smooth data flow without writing custom code.

You don’t need to write code to connect Dovetail to the Users API when using the built-in no-code connectors. Configure authentication, enter endpoint URLs, and map fields with the UI. If you require advanced logic, you can extend with custom scripts, but for most workflows, the no-code path suffices.

You’ll typically need the socialplanner/tag.readonly scope to read tags. For statistics, use the appropriate endpoints as defined in this guide. Always follow the principle of least privilege and grant only what is needed for the integration.

Yes. Use a sandbox or test data to exercise the endpoints and confirm responses. Dovetail can simulate runs and provide logs to verify data mapping before you go live.

Add your API key or OAuth client credentials in Dovetail and authorize the connection. The app will use those credentials to authenticate requests to the Users API. If credentials are rotated, update them in Dovetail promptly.

Available endpoints include: GET /social-media-posting/:locationId/tags, POST /social-media-posting/:locationId/tags/details, socialplanner/statistics.readonly, and POST /social-media-posting/statistics. These enable tag retrieval, tag detail fetches, and posting statistics.

Common issues include invalid credentials, misconfigured endpoints, and exceeded rate limits. Check your API keys, verify locationId values, review endpoint paths, and enable retries with exponential backoff where appropriate.

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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
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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
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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
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