How to connect Ruby to Users API

Integrate the Ruby app with the Users API using the GHL connector

Step by step guide to connecting Users API with Ruby

This guide explains how Ruby talks to the Users API through GHL. You will learn about authentication, endpoints and practical workflows to manage social content and analytics.

Authentication for Users API

Use your GHL API key and optional OAuth flow to securely authenticate requests to the Users API. Keep credentials in a secure place in your Ruby app.

Authentication for Ruby

Configure Ruby to send an API key in the request header or to perform OAuth credential exchange for the Users API. Rotate keys regularly and store them securely.

Endpoint overview

Available endpoints for Ruby to access the Users API through GHL:\n- GET /social-media-posting/:locationId/tags\n- POST /social-media-posting/:locationId/tags/details\n- socialplanner/statistics.readonly\n- POST /social-media-posting/statistics\nAdditional endpoints (Endpoint5 through Endpoint54) are available in the catalog.

Top 3 connection options for Ruby and Users API

Direct API key authentication

Trigger: startup config loads the API key into the Ruby app

Actions: add apiKey to request headers, rotate keys, monitor usage against limits

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

locationId and apiKey

Top 3 connection options for Ruby and Users API

OAuth based authentication

Trigger: user grants access to Ruby via OAuth flow

Actions: obtain access token, refresh token, request scopes socialplanner/tag.readonly

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

locationId, accessToken, refreshToken

Top 3 connection options for Ruby and Users API

Server to server with app credentials

Trigger: scheduled batch updates for analytics

Actions: sign requests with apiSecret, timestamp and signature

POST /social-media-posting/statistics

apiSecret, timestamp, signature

No code benefits of Ruby to Users API connection

Fast no code style integration with built in connectors in Ruby

Automated analytics and posting workflows using the endpoints

Centralized control of social data across endpoints

Key terms and glossary

This section defines core concepts such as endpoints authentication and data flow for the Ruby and Users API integration

API

An API is a set of rules that lets the Ruby app talk to the Users API securely

OAuth

OAuth is an open standard for delegating access to services without sharing user passwords

Endpoint

An endpoint is a specific URL in the Users API that performs a function

Webhook

A callback URL that receives events from the Users API

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3 creative ideas for integrating Users API with Ruby

Automated content tagging

Use the tags endpoints to automatically tag posts and organize content

Analytics driven posting

Pull statistics data to optimize posting times and content

Custom dashboards

Build dashboards that pull data from endpoints to monitor performance

3 steps to connect Users API with Ruby

Prepare credentials

Gather GHL API key and OAuth credentials for Ruby

Configure Ruby app

Set environment variables and test endpoints

Test and validate

Run test requests and verify responses

Frequently asked questions

Which authentication method should I use for Ruby to access the Users API

For Ruby to access the Users API start with an API key in the request header. This provides straightforward authenticated requests. For long term use consider OAuth 2.0 to grant Ruby access without sharing user credentials. Store credentials securely and rotate keys regularly.

A basic integration typically covers the tags read and details write endpoints along with access to statistics for insights. Test endpoints with your locationId to verify headers and auth. Begin with the GET tags endpoint to confirm access before enabling write operations.

Rate limits exist on API calls. Plan by pacing requests and implementing exponential backoff. Monitor response headers for remaining quotas and adjust retry logic accordingly.

Store keys in environment variables or a secret manager rather than in code. Use Ruby secrets management patterns and rotate keys on a schedule. Avoid exposing credentials in logs or error messages.

Yes you can connect to Zapier using webhooks or the GHL app connector to trigger workflows. You can connect Ruby to the Users API via Zapier and automate posting and analytics tasks.

JSON is the primary data format for requests and responses. Include required fields in the body and locationId in the path where needed. Handle errors gracefully and validate payloads server-side.

If a request fails inspect the status code and error message. Verify credentials and endpoint paths. Enable verbose logging in Ruby, retry with backoff, and check clock skew for signed requests.

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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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