Use secure OAuth 2.0 authentication and, where supported, API keys to authorize access between Actionstep and the GHL Contacts API. Store credentials securely and rotate them regularly.
Create and manage an Actionstep app credential, grant permissions to read contacts and manage tasks, then complete the OAuth flow with the provided client secret.
Core endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/appointments, GET /contacts/, GET /contacts/business/:businessId. Modifications and creation: POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags. This is a representative set; others exist under the API.
Trigger when a contact is created or updated in GHL and mirror changes in Actionstep.
Create or update the contact in Actionstep; sync core fields (name, email, phone); propagate tags and business associations.
Key paths include GET /contacts/:contactId for retrieval, POST /contacts/ to create, and PUT /contacts/:contactId to update.
contactId, name, email, phone, businessId, tags
When tasks or notes change in GHL, reflect updates in Actionstep.
Create or update Actionstep tasks; attach notes; update task status and due dates.
Endpoints such as GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes are used for sync, with POST/PUT where needed.
taskId, noteId, status, dueDate, content
When appointments are scheduled in GHL or business data changes, sync to Actionstep calendars and records.
Create calendar items in Actionstep; link appointments to contacts; update related business data.
Use GET /contacts/:contactId/appointments and GET /contacts/business/:businessId for reference data.
appointmentId, businessId, date, location
Faster setup with ready-made endpoints and visual workflows—no heavy coding required.
Automatic data sync reduces manual entry, errors, and data silos.
Scales across hundreds of contacts, tasks, notes, and appointments using standard endpoints.
This section defines essential elements and processes used in this integration guide, including endpoints, authentication flows, and data mapping.
A specific URL pattern that lets you access or modify resources in the GHL API.
The method used to verify identity and grant access to API resources (OAuth, API keys).
A callback URL that receives real-time event notifications from GHL.
The data body sent with API requests and responses, typically in JSON format.
Automatically tag new GHL contacts and create or update corresponding records in Actionstep to kick off follow-ups.
When notes are added in GHL, automatically generate and assign related tasks in Actionstep.
Map appointment data to Actionstep calendars to keep schedules aligned across teams.
Gather GHL client credentials and Actionstep app credentials; configure OAuth scopes and redirect URIs.
Choose the endpoints you will use and map fields between systems (name, email, task details, notes, dates).
Run test flows, verify data stays in sync, monitor logs, and go live when stable.
No-code options are available via templates and automation tools that connect GHL to Actionstep with click-through configuration. You can start with prebuilt workflows and field mappings to get up and running quickly. For more complex mapping, light coding or configuration can tailor data flows to your exact needs. If you prefer, you can also use a middleware connector to handle common tasks and mappings without writing code.
A basic sync typically requires endpoints for reading a contact and its related items (GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes) and endpoints to create or update the contact in Actionstep (POST/PUT /contacts/:contactId). You can expand to include tasks, notes, and appointments as needed.
Security is handled via OAuth 2.0 and per-app credentials. Access tokens are scoped and short-lived, with refresh tokens where applicable. Data in transit is protected by TLS, and best practices include rotating credentials and restricting permissions to the minimum necessary scope.
Yes. You can map standard fields (name, email, phone) and custom fields between GHL and Actionstep. Use field mapping to align IDs, dates, statuses, and notes so data flows correctly across systems.
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