Api Initial Test #107

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opened 2025-05-13 13:23:10 +10:00 by Kruziikrel13 · 11 comments
Kruziikrel13 commented 2025-05-13 13:23:10 +10:00 (Migrated from github.com)

Check these are possible in both for updating various fields

  • User
  • Jobs
  • Lead
  • Get Request
    • Connect Team
    • Go High Level
  • Post Request
    • Connect Team
    • Go High Level
Check these are possible in both for updating various fields - User - Jobs - Lead - [ ] Get Request - [ ] Connect Team - [ ] Go High Level - [ ] Post Request - [ ] Connect Team - [ ] Go High Level
Kruziikrel13 commented 2025-05-20 13:14:19 +10:00 (Migrated from github.com)

We have been given admin access to Claymore Thistle's Connecteams instance.

We have been given admin access to Claymore Thistle's Connecteams instance.
Kruziikrel13 commented 2025-05-20 21:37:49 +10:00 (Migrated from github.com)

Tried creating an API key in GHL, It works fine, but trying any of the endpoints via Postman yields no luck. Tried fetching all contacts, locations, businesses and tasks all of which get denied.

That said, they do have API docs for webhooks and all the endpoints that were listed seems to me, to indicate we'll have pretty solid coverage.

Tried creating an API key in GHL, It works fine, but trying any of the endpoints via [Postman](https://www.postman.com) yields no luck. Tried fetching all contacts, locations, businesses and tasks all of which get denied. That said, they do have API docs for webhooks and all the endpoints that were listed seems to me, to indicate we'll have pretty solid coverage.
Kruziikrel13 commented 2025-05-22 11:32:12 +10:00 (Migrated from github.com)

Connecteam's API is reliant on Leona generating an API key and sharing it with us.

Looks like Zapier has Connecteam integration, but no Go High Level Integration. We'd have to do that custom too in Zapier... which I think will cost even more than just a base zapier plan.

Connecteam's API is reliant on Leona generating an API key and sharing it with us. Looks like Zapier has Connecteam integration, but no Go High Level Integration. We'd have to do that custom too in Zapier... which I think will cost even more than just a base zapier plan.
Kruziikrel13 commented 2025-05-22 12:30:17 +10:00 (Migrated from github.com)

Blocked again on needing Leona herself to provide us an API Key... Not 100% necessary right now as I don't want to spam Leona with yet another message asking for her to create the API key.

@student101010101 Would you be able to add this as a note to our next email we send to Leona... Don't send her one explicitly for this, but whenever we plan on sending through our next set of info / requests etc. Just chuck in a request for her to create an API key in Connecteams.

Instructions for Leona for getting API Key

Instructions for generating an API key for Connecteam can be found at https://help.connecteam.com/en/articles/8761307-api-documentation

  • At point 3. Name the key something like "External Integration Tooling Key"
  • At point 4. Send us the generating code (API Key)
Blocked again on needing Leona herself to provide us an API Key... Not 100% necessary right now as I don't want to spam Leona with yet another message asking for her to create the API key. @student101010101 Would you be able to add this as a note to our next email we send to Leona... Don't send her one explicitly for this, but whenever we plan on sending through our next set of info / requests etc. Just chuck in a request for her to create an API key in Connecteams. ### Instructions for Leona for getting API Key Instructions for generating an API key for Connecteam can be found at https://help.connecteam.com/en/articles/8761307-api-documentation - At point 3. Name the key something like "External Integration Tooling Key" - At point 4. Send us the generating code (API Key)
Kruziikrel13 commented 2025-05-22 12:35:26 +10:00 (Migrated from github.com)

Blocked Internal, Pending our next outgoing correspondence with Claymore Thistle.

Blocked Internal, Pending our next outgoing correspondence with Claymore Thistle.
Kruziikrel13 commented 2025-05-23 14:57:47 +10:00 (Migrated from github.com)

Also can't test GHL as it requires an external marketplace account setup with OAuth2... plan on doing that in semester 2 and ideally not using my personal QUT account as then Claymore Thistle's infrastructure will be attached to me... and external QUT student rather than having it all connected to their own team.

That said, can verify I can create a GHL connection from Zapier, but in order to use triggers / webhooks will need an App key from Leona.

Also can't test GHL as it requires an external marketplace account setup with OAuth2... plan on doing that in semester 2 and ideally not using my personal QUT account as then Claymore Thistle's infrastructure will be attached to me... and external QUT student rather than having it all connected to their own team. That said, can verify I can create a GHL connection from Zapier, but in order to use triggers / webhooks will need an App key from Leona.
Kruziikrel13 commented 2025-05-23 16:14:49 +10:00 (Migrated from github.com)

Summary of the above for @student101010101

Warning

We need to discuss what to do for Go High Level before we ask Leona as the instructions / setup is annoyingly complex.

To include in our next correspondence with Leona

  • Connecteam API Key
  • Go High Level API Key and App Connection

Connecteam API Key Instructions for Leona

Instructions for generating an API key for Connecteam can be found at https://help.connecteam.com/en/articles/8761307-api-documentation

  • At point 3. Name the key something like "External Integration Tooling Key"
  • At point 4. Send us the generating code (API Key)

Go High Level API Key and App Setup

We need to create a GHL Marketplace App, set it up with Zapier, and then get Leona to connect the APP to GHL I believe.

The issue with the marketplace app is, if we create it, then we'd be attaching what may be a critical piece of Claymore Thistle's future infrastructure to a QUT student's account.

Might be able to solve this by getting her to create a developer / automation email under Claymore Thistle's domain?

Summary of the above for @student101010101 > [!WARNING] > We need to discuss what to do for Go High Level before we ask Leona as the instructions / setup is annoyingly complex. ## To include in our next correspondence with Leona - [ ] Connecteam API Key - [ ] Go High Level API Key and App Connection ### Connecteam API Key Instructions for Leona Instructions for generating an API key for Connecteam can be found at https://help.connecteam.com/en/articles/8761307-api-documentation - At point 3. Name the key something like "External Integration Tooling Key" - At point 4. Send us the generating code (API Key) ### Go High Level API Key and App Setup We need to create a GHL Marketplace App, set it up with Zapier, and then get Leona to connect the APP to GHL I believe. The issue with the marketplace app is, if we create it, then we'd be attaching what may be a critical piece of Claymore Thistle's future infrastructure to a QUT student's account. Might be able to solve this by getting her to create a developer / automation email under Claymore Thistle's domain?
Kruziikrel13 commented 2025-05-25 22:29:58 +10:00 (Migrated from github.com)

Will look more into this next semester.

Will look more into this next semester.
Kruziikrel13 commented 2025-07-24 14:43:39 +10:00 (Migrated from github.com)

I'll try and get an exact plan for what we need, from Leona to request in a single email.

I'll then try and just create 1 automation between Go High Level and Connecteam.

Need API keys from both Go High Level and Connecteam.

  • Look into how Webhooks work, does Leona create those?

What is a standard workflow from Go High Level to Connecteam... Like a single example.

Job is created in Go High Level then sent to Connecteam?

Job is created in Connecteam and sent to Go High Level?

Where do jobs get created first?

Create using forms?

Could even programatically dedup tags using stuff like regular expressions.

Or even just keep them around and create an old to new tag mapping system.

Action list for Leona... simplified instructions so that it's not too confusing overall for Leona.

I'll try and get an exact plan for what we need, from Leona to request in a single email. I'll then try and just create 1 automation between Go High Level and Connecteam. Need API keys from both Go High Level and Connecteam. - [ ] Look into how Webhooks work, does Leona create those? What is a standard workflow from Go High Level to Connecteam... Like a single example. Job is created in Go High Level then sent to Connecteam? Job is created in Connecteam and sent to Go High Level? Where do jobs get created first? Create using forms? Could even programatically dedup tags using stuff like regular expressions. Or even just keep them around and create an old to new tag mapping system. Action list for Leona... simplified instructions so that it's not too confusing overall for Leona.
Kruziikrel13 commented 2025-07-28 13:41:52 +10:00 (Migrated from github.com)

*Alternatively, can just ask Leona for access to her account. Inform her of both options and let her decide.

*Alternatively, can just ask Leona for access to her account. Inform her of both options and let her decide.
Kruziikrel13 commented 2025-08-04 09:40:18 +10:00 (Migrated from github.com)

In this case, Tom and I are the only ones who'll really do any work on the issues related to this epic. So an assignment is pertinent.

In this case, Tom and I are the only ones who'll really do any work on the issues related to this epic. So an assignment is pertinent.
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QUT/IFB399-Capstone-Project#107
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