Authenticate requests using OAuth 2.0 tokens and include Bearer credentials in the Authorization header. Use the defined scope (contacts.readonly) for read access and broader scopes for write operations as needed.
In AgencyBloc, generate and manage API credentials, then connect them to the GHL integration. Rotate keys regularly and store credentials securely.
Common endpoints include getting a contact (GET /contacts/:contactId), listing a contact’s tasks (GET /contacts/:contactId/tasks), retrieving notes (GET /contacts/:contactId/notes), listing all contacts (GET /contacts/), creating a contact (POST /contacts/), updating a contact (PUT /contacts/:contactId), and deleting a contact (DELETE /contacts/:contactId). Additional endpoints cover notes, tasks, and business-linked queries such as GET /contacts/business/:businessId and task management endpoints like POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and completed state updates.
Trigger: When a contact is created or updated in AgencyBloc, retrieve the latest profile from Contacts API to keep both systems in sync.
Actions: Read contact data, update fields in GHL as needed, and attach notes or tasks based on changes.
Method Path: GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: A task for a contact is created or updated in AgencyBloc, mirroring the change in Contacts API.
Actions: Read tasks; create, update, or delete tasks in Contacts API as needed.
Method Path: GET /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: Notes are added or updated in AgencyBloc, prompting a corresponding note in Contacts API.
Actions: Read notes; create and update notes in Contacts API.
Method Path: GET /contacts/:contactId/notes
Key fields: contactId, noteId, content
Real-time data sync without custom code to keep contact data, tasks, and notes aligned across systems.
Centralized workflows enable action triggers across apps from a single automation surface.
Easy debugging and monitoring with built-in logging and retry mechanisms.
This guide covers core elements: endpoints, authentication, data mappings, error handling, and deployment steps.
Definition: A set of rules and endpoints that allows software to communicate and request data from another service.
Definition: Verifying identity and permissions to access resources, typically using OAuth 2.0 tokens or API keys.
Definition: The maximum number of requests allowed in a given period to protect the API from abuse.
Definition: An event-driven HTTP callback used to notify systems about changes in real time.
Auto-create contacts in the Contacts API when a new client signs up in AgencyBloc, triggering an initial task set and welcome notes.
Automatically generate or update tasks in Contacts API when a contact status changes in AgencyBloc, keeping work progressing without manual steps.
Synchronize notes and activity across both systems to preserve full context and history for every contact.
Create and securely store API keys in AgencyBloc and authorize the GHL integration to access Contacts API data.
Use OAuth 2.0 tokens or API keys to authenticate; run test requests to verify connectivity and permissions.
Define field mappings (contactId, name, email, notes, tasks), enable syncing, and monitor live performance.
The Contacts API lets you access and manage contact data, tasks, notes, and appointments from AgencyBloc. It enables real-time syncing between systems so your teams always work with the latest information. Use the endpoints to fetch profiles, read and update tasks, and attach notes to contacts for complete context. This reduces manual data entry and improves workflow efficiency. Each operation requires proper authentication and appropriate scopes to ensure data security and compliance.
No-code and low-code integration is possible by using the GHL connector with AgencyBloc and the Contacts API. You can configure authentication, field mappings, and basic triggers within a visual workflow, then rely on prebuilt endpoints for common tasks. For more complex scenarios, lightweight scripting or middleware can be used, but the core integration can operate without custom code.
Authentication is typically performed using OAuth 2.0 tokens or API keys. Include the token in the Authorization header (Bearer
To test your integration, use sandbox or test data to perform read and write operations. Validate authentication, verify field mappings, and run end-to-end flows (create contact, add a task, and append a note) to ensure data integrity. Use logging and retry features to diagnose failures.
Absolutely. Notes and tasks can be synchronized so that updates in AgencyBloc appear in Contacts API and vice versa. This creates a unified history for each contact and supports seamless collaboration across teams.
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