How to Connect Flocksy to the Users API

Seamless integration between the Users API and Flocksy for automated workflows.

How to connect the Users API to Flocksy

Overview: Learn how to securely connect the Users API to Flocksy. This guide covers authentication, endpoint usage, and data mapping to ensure accurate real time data synchronization and automation across your tools.

Authentication for the Users API

To authorize access to the Users API generate an API key in GHL with the required scope and securely store credentials in Flocksy. Use the key to authenticate requests and rotate tokens regularly for security. Scope is socialplanner/tag.readonly.

Authentication for Flocksy

Set up OAuth credentials in Flocksy and authorize the integration with GHL. Ensure the app has the required permissions and test the connection.

Endpoints used with the Users API and Flocksy

GET /social-media-posting/:locationId/tags; POST /social-media-posting/:locationId/tags/details; socialplanner/statistics.readonly; POST /social-media-posting/statistics

Top 3 connections between the Users API and Flocksy

Tag Management Sync

Trigger: a new or updated tag in the Users API starts a tag mapping and sync in Flocksy.

Actions: create or update tag mappings in Flocksy, push tag data to the Users API, and refresh related campaigns.

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

Key fields: locationId, tagId, tagName, and details payload

Top 3 connections between the Users API and Flocksy

Statistics Sync and Reporting

Trigger: daily or event driven stats are pulled from the Users API and pushed to Flocksy dashboards.

Actions: create update metrics in Flocksy dashboards, generate reports, and optionally export to CSV.

Method path examples: GET socialplanner/statistics.readonly; POST /social-media-posting/statistics

Key fields: metricId, date, value, locationId

Top 3 connections between the Users API and Flocksy

User Data Enrichment and Segmentation

Trigger: new or updated user data in the Users API triggers enrichment in Flocksy.

Actions: enrich user profiles in Flocksy, assign segments, and update related records.

Method path examples: GET /users/:id; POST /users/:id/details

Key fields: userId, locationId, segments, and tagIds

No code benefits of connecting the Users API with Flocksy

Faster onboarding and automation

Reduced manual data entry and errors

Stronger reporting and cross tool visibility

Key terms and glossary

Overview of core elements and processes to connect the Users API with Flocksy including authentication endpoints and data mappings

API

A defined interface that allows different software systems to communicate and exchange data

OAuth 2.0

An authorization framework that enables apps to obtain access tokens for API calls

API Endpoint

A URL path used to access a specific resource in an API

Scope

Permissions defined for an API token that limit access to resources

People also Search for:

3 Creative ideas for connecting the Users API with Flocksy

Tag Driven Campaign Automation

Automatically sync tags from the Users API to Flocksy campaigns to tailor messages

User Segmentation for Personalization

Leverage location and tag data to segment audiences and deliver targeted content

Live Analytics Dashboards

Create real time dashboards in Flocksy that reflect data from the Users API

3 Steps to Connect the Users API with Flocksy

Step 1 Prepare credentials

Generate and configure API keys in GHL with the required scope then store securely in Flocksy

Step 2 Establish the connection

Authorize the integration and test the connection using sample data

Step 3 Map fields and go live

Map user fields tags and metrics between the two systems and enable automated syncing

Frequently Asked Questions

Do I need a developer to set this up

No developers needed for basic setup The Flocksy integration provides guided prompts and a test mode You can validate connections and field mappings without coding For advanced needs consult our docs or support

You can sync tags location data metrics and basic user fields The scope is configurable and supports both read and write operations depending on permissions Ensure data formats are consistent

API keys should be stored securely Use the app vault feature in Flocksy and rotate keys regularly Enable restricted scopes to minimize risk

Stats can be updated on a schedule daily or in real time if events occur In most setups a daily sync provides a good balance of freshness and resource use

If a token expires use the refresh flow to obtain a new access token and retry the request. Monitor token expiry and set up auto refresh to keep data flowing

Yes you can customize data mappings In the integration settings map fields between Users API and Flocksy and save reusable templates For complex mappings consider building transformation rules

Check the integration status in the Flocksy dashboard You can view recent sync logs and error messages If issues arise contact support for assistance

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🚀 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
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