How to Connect Plezi Plus and Star to Users API

Users API x Plezi Plus and Star — A practical integration guide

How to connect Users API with Plezi Plus and Star

This guide walks you through authenticating, selecting endpoints, and automating data flows between Plezi Plus and Star and the GHL Users API to power your campaigns and insights.

Authentication for Users API

Access to the Users API requires a secure OAuth2 flow or API key method. Request a client_id and client_secret for your Plezi app and use the GHL scope: socialplanner/tag.readonly to read tag data.

Authentication for Plezi Plus and Star

Configure Plezi Plus and Star to request access tokens from GHL, rotate credentials regularly, and store tokens securely in your app. Use the standard OAuth2 flow with your client_id.

Endpoint list for Plezi Plus and Star

GET /social-media-posting/:locationId/tags — Retrieve tags for a location POST /social-media-posting/:locationId/tags/details — Create or update tag details socialplanner/statistics.readonly — Read-only statistics feed POST /social-media-posting/statistics — Submit statistics payload

Top 3 connection patterns between Users API and Plezi Plus and Star

1) Tag-driven campaigns

Trigger: a tag is created or updated in Plezi’s social posting flow triggers a tag fetch from the Users API.

Actions: update Plezi’s tag catalog, refresh campaign segments, and log the event.

GET /social-media-posting/:locationId/tags

locationId, tagId, tagName, updatedAt

Top 3 connection patterns between Users API and Plezi Plus and Star

2) Statistics-driven insights

Trigger: new metrics are computed and ready to push via the statistics endpoint.

Actions: store metrics in Plezi analytics, update dashboards, alert when thresholds are crossed.

POST /social-media-posting/statistics

locationId, metrics, timestamp

Top 3 connection patterns between Users API and Plezi Plus and Star

3) Read-only insights feed

Trigger: statistics.readonly data becomes available for syncing.

GET socialplanner/statistics.readonly

namespace, metrics, period

No-code benefits of connecting Users API with Plezi Plus and Star

Automate data sync without custom coding, saving hours per week.

Keep Plezi dashboards fresh with real-time tag and statistics data.

Reduce errors with built-in retries and validation during data transfer.

Key terms and glossary

Key elements and processes used to connect GHL Users API with Plezi Plus and Star, including endpoints, triggers, data fields, and workflow steps.

locationId

A unique identifier for a location in Plezi’s social posting context.

tag

A tag associated with a location’s social posts, used to categorize content and extract insights.

tagId

The numeric or string ID that uniquely identifies a tag in the Users API.

statistics

Data points representing engagement and performance metrics exposed by the Users API.

People also Search for:

3 Creative ideas to maximize the Plezi-GHL connection

Idea 1: Tag-driven campaigns

Automatically trigger Plezi campaigns when tag data updates in the Users API.

Idea 2: Weekly stats digest

Send a summarized metrics digest to stakeholders every week.

Idea 3: Audience segmentation

Use tag and statistics data to create dynamic Plezi audience segments.

3 steps to connect Users API with Plezi Plus and Star

Step 1: Prepare credentials

Create a GHL API client to obtain client_id and client_secret for Plezi.

Step 2: Configure permissions and scopes

Grant the socialplanner/tag.readonly scope and any required scopes for read access.

Step 3: Connect and test

Use the Plezi connector to run a test pull, verify responses, and confirm data flows.

Frequently asked questions

What data can I pull from the GHL Users API?

You can pull tag data, statistics, and post details from the GHL Users API. Start with tags to segment campaigns, then pull statistics for performance insights. Use the endpoints to pull data and push to Plezi dashboards.

OAuth2 is the recommended approach for secure access. API keys can be used for simple reads, but tokens should be refreshed regularly for security.

At minimum you’ll use GET /social-media-posting/:locationId/tags, POST /social-media-posting/:locationId/tags/details, and POST /social-media-posting/statistics to drive campaigns and insights.

Sync frequency can range from real-time to hourly depending on the plan and endpoint limits. Use webhooks or scheduled tasks to fit your needs.

Store tokens securely, rotate keys, and implement least-privilege scopes. Monitor for unusual activity and use retries with exponential backoff.

Yes. Use a staging environment or sandbox mode to verify data flow before going live.

Endpoint documentation is available in the developer portal for GHL, and our integration guide provides Plezi-specific usage examples.

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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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