How to Connect SightMill to Users API

Users API + SightMill: Quick-Start Guide for a seamless integration

How to Connect Users API with SightMill

This guide walks you through authenticating, selecting endpoints, and automating data flows between SightMill and the Users API to power smarter campaigns and insights.

Authorization for Users API

Authenticate requests from SightMill to the Users API using secure methods (OAuth 2.0 or API keys). Define permissions for tags and statistics endpoints to control access.

Authorization for SightMill

Grant SightMill access to the Users API and scope required endpoints (tags and statistics). Rotate credentials regularly and store securely.

Key Endpoints for the SightMill + Users API Connection

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

Top 3 Connection Scenarios: Users API + SightMill

Real-time Tag Sync

Trigger: When a tag is added or updated in SightMill, update the corresponding tag in the Users API for consistent tagging across channels.

Actions: fetch and push tag details, create or update tags, and sync location-specific data.

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

tagName, tagId, locationId, and details fields such as color and description

Top 3 Connection Scenarios: Users API + SightMill

Analytics Overview

Trigger: collect statistics from the Users API to power dashboards in SightMill.

Actions: POST /social-media-posting/statistics to push metrics; read-only data via socialplanner/statistics.readonly.

POST /social-media-posting/statistics

metrics, timestamp, locationId, and userCount

Top 3 Connection Scenarios: Users API + SightMill

Custom Reporting & Dashboards

Actions: generate reports, export to PDF/CSV, and push summaries to dashboards.

reportParams, dateRange, locationId, and computed metrics

No-Code Benefits of Connecting SightMill with Users API

Rapid setup without writing code—just configure endpoints and permissions.

Automated data flows let campaigns respond to audience activity in real time.

Unified data for reports and dashboards without manual data stitching.

Key Terms & Glossary

This glossary introduces terms you’ll see when integrating SightMill with the Users API, plus the processes used to authenticate, connect endpoints, and automate data flows.

API

An Application Programming Interface that allows software to communicate with external services.

Endpoint

A specific URL path in an API that performs a function and returns data.

OAuth 2.0

Authorization framework used to grant limited access to APIs without sharing credentials.

Authentication

The process of verifying identity before allowing access to API resources.

People also Search for:

Creative Ideas for Connecting SightMill with Users API

Tag-Driven Campaigns

Use tag data from the Users API to trigger targeted posts and messages in SightMill based on audience segments.

Auto-Tag Cleanup

Automatically archive or prune unused tags to keep your data clean and actionable.

Analytics Dashboards

Consolidate tag and statistics data into visual dashboards for quick insights.

3 Simple Steps to Connect SightMill with Users API

Step 1: Authenticate

Obtain API keys or set up OAuth credentials and authorize SightMill to access the Users API.

Step 2: Configure Endpoints

Enter endpoint URLs and assign permissions for tags and statistics operations.

Step 3: Test & Rollout

Run test data sync, verify results, then enable automated data flows in production.

Frequently Asked Questions

What is the Users API and how does it relate to SightMill?

The Users API provides programmatic access to SightMill data, enabling you to manage tags, audience statistics, and more. This connection lets you pull tag data for segmentation and push analytics where you need them. By using the endpoint set, you control what data is shared and how it’s used within campaigns.

Authentication is typically done via OAuth 2.0 or API keys. You’ll configure a secure flow that grants SightMill access to the needed endpoints without exposing credentials. Regular credential rotation and scoped permissions help keep your integration secure.

Key endpoints include GET /social-media-posting/:locationId/tags, POST /social-media-posting/:locationId/tags/details, and POST /social-media-posting/statistics, with read-only access via socialplanner/statistics.readonly. These endpoints cover tag management and statistics retrieval.

Yes. The integration supports no-code setup by configuring endpoint URLs, permissions, and triggers. Once configured, SightMill can automate data flows to and from the Users API without custom coding.

Start with a dry run using test data. Verify tag sync, verify statistics, and confirm that automations fire as expected. Then gradually roll out to production with monitoring in place.

Credentials are stored securely in your vault or plugin settings. Permissions should be limited to the endpoints used by SightMill (tags and statistics). Rotate credentials periodically and monitor access logs.

You can export tag data and statistics to PDF or CSV, and push summarized results to dashboards. Reports can include tag counts, engagement metrics, and time-based trends.

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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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