To securely access the Contacts API from 2Chat, configure OAuth 2.0 or an API key-based flow, request the contacts.readonly scope, and store credentials securely. Use the provided client credentials to obtain access tokens for each request.
Connect 2Chat by configuring token-based authentication and securely handling refresh tokens. Rotate credentials regularly and include the access token in every API call.
GET /contacts/:contactId — Retrieve a single contact GET /contacts/:contactId/tasks — List tasks for a contact GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task GET /contacts/:contactId/notes — List notes for a contact GET /contacts/:contactId/notes/:id — Retrieve a specific note GET /contacts/:contactId/appointments — Retrieve appointments for a contact GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts for a business contacts.write — Write access scope (not used in this read-only guide) POST /contacts/ — Create a new contact PUT /contacts/:contactId — Update a contact DELETE /contacts/:contactId — Delete a contact POST /contacts/:contactId/tasks — Create a new task for a contact PUT /contacts/:contactId/tasks/:taskId — Update a task PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact
Trigger: when a new chat contact is created or an existing contact is updated in 2Chat
Actions: create or update a contact in Contacts API; optionally attach related tasks or notes to the contact record
POST /contacts/ to create a contact or PUT /contacts/:contactId to update
Key fields: contactId, email, name
Trigger: user asks for detailed contact info during a chat
Actions: GET /contacts/:contactId, GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks
GET /contacts/:contactId
Key field: contactId
Trigger: a note or task is added for a contact in Contacts API
Actions: create notes or tasks via POST /contacts/:contactId/notes or POST /contacts/:contactId/tasks
POST /contacts/:contactId/notes and POST /contacts/:contactId/tasks
Key fields: contactId, noteId, taskId
Benefit 1: Fast onboarding with ready-made endpoints and triggers for chat-driven workflows
Benefit 2: Read-only access keeps data safe while enabling powerful automation and insights
Benefit 3: Centralized automation across chat, CRM data, and task management
Understand API endpoints, authentication methods, data fields, and the flow of information between 2Chat and the GHL Contacts API.
A defined URL path and HTTP method used to interact with the GHL Contacts API.
A standard authorization framework used to obtain access tokens for API calls securely.
A token used to authorize requests to the API without user interaction.
The maximum number of requests allowed within a time window to protect the API from abuse.
Auto-fetch contact details, tasks, and notes to enrich chat responses, enabling context-aware conversations without manual data entry.
Automatically create tasks and notes from chat intents to ensure timely follow-ups and consistent workflows.
Use businessId and contact segmentation to tailor messages and tasks for different customer groups.
Register the 2Chat app with the Contacts API and obtain clientId and clientSecret; decide on OAuth or API key approach.
Configure the authentication flow in 2Chat and test a few read-only calls to verify data retrieval.
Confirm data flow, implement error handling, and build automations that react to contact events, notes, and tasks.
Start by registering the 2Chat app with the Contacts API and requesting the contacts.readonly scope. This enables read-only access to contacts data for enriching conversations. Then test endpoints like GET /contacts/:contactId to verify data flow and build automations around new or updated contact records.
No write access is required for most chat-driven workflows. The readonly scope allows gathering context without modifying data. If you later need to write data, you would request additional scopes and adjust your app permissions accordingly.
Onboarding can begin with listing contacts, then fetching associated tasks and notes to seed context in conversations. Next, try retrieving appointments and business-linked contacts to enrich customer interactions.
Use OAuth 2.0 or API keys as your preferred authentication method. Store tokens securely and rotate credentials regularly. Include the access token in the Authorization header for each call and renew before expiry to maintain seamless access.
If you need to write data later, you’ll require higher permissions (write access). Update your app configuration and obtain user consent for the new scopes before enabling writes. Always test changes in a staging environment before going live.
Yes—API rate limits are in place. Plan requests, implement exponential backoff, and batch read-heavy calls where possible to minimize throttling. Caching commonly requested data can also reduce repeated API traffic.
Developer docs and endpoint references provide example requests and payloads. Use sandbox credentials to experiment safely before going live. If you’re unsure, start with simple GET calls to verify connectivity and data structure.
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Complete Operations Catalog - 126 Actions & Triggers
