Authenticate all requests to the GHL Users API using your GHL credentials and the Filevine integration settings. Ensure the scope includes socialplanner/tag.readonly to access tags and related data.
Create a Filevine API token from your developer settings and include it in the Authorization header when calling Filevine endpoints; keep tokens secure and rotate them as needed.
Endpoints used: GET /social-media-posting/:locationId/tags; POST /social-media-posting/:locationId/tags/details; socialplanner/statistics.readonly; POST /social-media-posting/statistics.
Trigger: when a tag is created or updated in Filevine, push changes to the GHL Users API to keep both systems aligned.
Actions: pull tags from GHL and update Filevine tag records using the tags/details endpoint to ensure consistency.
GET /social-media-posting/:locationId/tags
locationId, tagId, name, details
Trigger: daily aggregation of metrics from the GHL Users API and update Filevine dashboards.
Actions: post metrics to /social-media-posting/statistics and read insights from /socialplanner/statistics.readonly.
POST /social-media-posting/statistics
locationId, metrics, timestamp, reportId
Trigger: new or updated Filevine contact should sync to the GHL Users API.
Actions: create or update a Filevine contact via the Users API and propagate changes to GHL as needed.
POST /social-media-posting/:locationId/tags/details
locationId, contactId, name, email
Code-free setup to connect the Users API with Filevine in minutes.
Automated data synchronization across both platforms without custom development.
Unified analytics and reporting from a single, synchronized view.
This section explains core elements: authentication, endpoints, triggers, actions, and field mappings used to connect the GHL Users API with Filevine.
Application Programming Interface that enables software applications to communicate and share data.
A specific URL path in an API that performs a defined action or returns data.
The process of verifying identity to grant access to API resources.
A string used to authorize API requests, often with an expiration.
Keep tag data in sync across GHL and Filevine with events and webhooks.
Automatically generate statistics reports and publish to Filevine dashboards.
Nurture leads from GHL in Filevine with automatic contact creation and updates.
In the GHL dashboard, generate API credentials and note the client ID and secret.
Configure OAuth scopes and connect Filevine as the redirect/app.
Run test calls, verify data flow, and monitor logs before going live.
The GHL Users API is a programmatic interface that allows you to read and write data related to users, tags, and analytics. It enables automated workflows between GHL and external systems like Filevine. It also provides controlled access via scopes and tokens to protect data.
Authentication typically uses tokens or OAuth, with your GHL credentials guiding access. Include your API token in requests and keep credentials secure. For Filevine, use the provided API token in the Authorization header.
In this integration, the key endpoints include retrieving and updating tags and submitting statistics. You’ll also leverage a read-only statistics endpoint to surface insights in Filevine dashboards.
You can configure this with no-code automation tools and the GHL API connector. A developer can assist, but a no-code setup is designed to work with the endpoints listed above.
Yes. You can map fields between GHL and Filevine so that data flows to the right places in both systems. This often requires a mapping table and field-level configuration.
If authentication fails, check credentials, tokens, and scopes. Ensure endpoints are correct and that your server can reach GHL. Review logs and test calls to isolate the issue.
Resources include the GHL documentation, Filevine API docs, and our integration templates. Reach out to support for tailored guidance and examples.
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Complete Operations Catalog - 126 Actions & Triggers
