Obtain your GHL API credentials, assign the correct scope, and test connectivity before going live.
Set up OAuth or an API key for Octorate to securely access the GHL Users API and protect user data.
GET /social-media-posting/:locationId/tags; POST /social-media-posting/:locationId/tags/details; socialplanner/statistics.readonly; POST /social-media-posting/statistics
Trigger when tags are created or updated in GHL and push the changes to Octorate to keep contact tags aligned.
Actions: update Octorate contact tags; create or adjust tag metadata on the Octorate side.
Method path example: GET /social-media-posting/:locationId/tags to pull tags; POST /social-media-posting/:locationId/tags/details to retrieve tag details.
Required fields: locationId, tagId, tagName, timestamp
Trigger when new statistics are generated in GHL and need to be reflected in Octorate dashboards.
Actions: create or update analytics records in Octorate; push metrics to dashboards.
Method path examples: GET socialplanner/statistics.readonly; POST /social-media-posting/statistics
Key fields: statId, locationId, metric, value, timestamp
Trigger when tag details change in GHL and push updates to Octorate history.
Actions: log details, update history records in Octorate, and alert teams if thresholds are met.
Method path: GET /social-media-posting/:locationId/tags/details
Key fields: locationId, tagDetailsId, lastUpdated
Faster data synchronization without writing custom integrations.
Automation between systems with click through setup, not code.
Unified customer insights across GHL and Octorate for better decision making.
Key data elements include locationId, tagId, tagName, stats, and timestamps; core processes cover authentication, endpoint calls, data mapping, and error handling.
Definition: How API credentials are issued and used to access resources securely.
Definition: The URL paths you call to read or write data.
Definition: Real-time event notifications pushed from GHL to Octorate on changes.
Definition: A standard for delegated authorization to access user data without sharing credentials.
Sync guest tags and booking status between GHL and Octorate to keep calendars and occupancy data in sync.
Build dashboards in Octorate that visualize GHL metrics, conversions, and campaign performance.
Use GHL events to auto segment contacts in Octorate for timely campaigns and follow-ups.
Obtain credentials for GHL and configure OAuth or API keys for Octorate.
Map GHL endpoints to Octorate fields: tags, stats, and details.
Run tests, validate data flow, and set up alerts for failures.
No code is required if you use the no code connectors in your platform. You can connect the GHL Users API to Octorate with prebuilt actions and triggers. For more complex scenarios, you can still customize mappings and transformations as needed.
Use OAuth 2.0 for secure access, or API keys per app. Ensure the access scope matches your needs such as socialplanner/tag.readonly.
Basic syncing requires locationId, tagId, and tagName plus timestamps. The endpoints listed provide read tags, fetch tag details, and pull statistics for dashboards.
Test connectivity in a sandbox or staging environment, review response codes, and confirm data appears in Octorate. Check logs to identify and fix issues.
Yes, you can map custom fields by including them in payloads and using transformation rules in your middleware or integration platform.
Webhooks are supported. Configure event subscriptions in GHL and route payloads to Octorate to trigger workflows in real time.
Enable retry policies and monitor error logs in both systems. Set up alerts for failures, timeouts, and rate limit events.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
