To start, obtain your GHL API key or OAuth credentials and include them in every request header. Use scope: contacts.readonly for reads and the appropriate write scopes for creating or updating records.
Grant AgencyZoom access to your GHL data via OAuth 2.0 or API credentials. After consent, AgencyZoom will receive access tokens to perform actions on your behalf.
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; contacts.write; 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
Trigger: A contact is updated in AgencyZoom, fetch the latest details from the Contacts API.
Actions: Pull details with GET /contacts/:contactId and map fields to AgencyZoom records for synchronization.
GET /contacts/:contactId
Key fields: contactId, email, phone
Trigger: New or updated contact in AgencyZoom creates or updates a contact in GHL.
POST /contacts/; PUT /contacts/:contactId
Key fields: contactId, email
Trigger: Task changes in AgencyZoom trigger updates in GHL tasks.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId
Fast setup with no-code connectors—map data and automate flows without writing code.
Automations run in real time to keep contacts, tasks, notes, and appointments in sync across platforms.
Centralized data view across GHL and AgencyZoom for better reporting and alerts.
Key elements include endpoints for contacts, tasks, notes, and appointments, and processes cover authentication, data mapping, and error handling.
Application Programming Interface that lets software communicate with services to retrieve or send data.
Authorization framework that allows apps to obtain limited access to user accounts on another service securely.
A person or record stored in your CRM that you manage with the Contacts API.
A callback mechanism that notifies your app about events in real time.
Trigger a workflow when a new contact appears in AgencyZoom to create a corresponding contact in GHL and assign onboarding tasks automatically.
Push notes added in GHL to the AgencyZoom activity feed so agents have a complete history.
Create or update GHL appointments based on AgencyZoom bookings to keep calendars aligned.
Collect your GHL API key and OAuth credentials for AgencyZoom access.
Authenticate using OAuth 2.0 or API keys and establish the connection to GHL with the proper scopes.
Map endpoints to AgencyZoom fields, run test calls for read/write operations, and enable automation rules.
Yes. The integration can be set up with no code using app connectors and built-in actions in AgencyZoom. For advanced flows, you can customize via the GHL API. Start with read operations (GET) to explore data.
Focus on GET /contacts/:contactId to pull contact data, GET /contacts/:contactId/tasks for tasks, and GET /contacts/:contactId/notes for notes to keep records synchronized.
Data in transit is protected with TLS, and API keys or OAuth tokens grant scoped access. Rotate keys regularly and follow security best practices.
Yes. You can automate creation of tasks and notes via POST and PUT endpoints and configure triggers in Zapier to sync events.
Implement retry policies, exponential backoff, and robust error handling in your automation flows to recover from transient failures.
Respect rate limits by batching requests and using efficient queries. The endpoints provide granular options to optimize calls.
API docs are available in the GHL developer portal and AgencyZoom integration docs; start with the Contacts API reference and authentication guide.
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Complete Operations Catalog - 126 Actions & Triggers
