Authenticate requests from Ally Hub using OAuth 2.0 with your Contacts API credentials. Use secure storage for tokens and request only the scopes you need (readonly in this guide).
Ally Hub authenticates to the Contacts API using your app credentials. Keep credentials confidential and refresh tokens before expiration to maintain uninterrupted access.
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: New or updated contact in Ally Hub or a CRM event
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks
Methods: GET on /contacts/:contactId and /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: Note or appointment updated in Contacts API
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Methods: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: contactId, noteId, appointmentId
Trigger: New contact payload received from Ally Hub
Actions: POST /contacts/, POST /contacts/:contactId/tags, PUT /contacts/:contactId
Methods: POST /contacts/, POST /contacts/:contactId/tags, PUT /contacts/:contactId
Key fields: contactId, tag, tags
Rapid setup with drag-and-drop workflows—no code required.
Visual automation builder that maps endpoints to actions and triggers.
Consistent data syncing and real-time updates across platforms.
Key elements and processes you’ll encounter when linking the Contacts API with Ally Hub include endpoints, authentication, triggers, actions, and data mapping.
A defined set of rules that enables two software systems to communicate and exchange data.
A specific URL path in an API that performs a function or returns data.
The process of verifying identity before allowing access to an API.
A way for an API to push real-time data to another system via HTTP requests.
Set up a flow that creates a new contact in Contacts API whenever a lead is captured in Ally Hub, ensuring immediate CRM entry.
Whenever a task is completed or updated in Contacts API, reflect that status in Ally Hub for accurate progress tracking.
Automatically apply and manage tags on contacts based on notes, activities, or properties from Ally Hub.
Obtain API credentials and authorize Ally Hub to access Contacts API with required scopes.
Set up the endpoints you will use and map data fields between systems.
Create workflows in Ally Hub that trigger on events and perform actions in Contacts API.
The Contacts API is a RESTful set of endpoints that lets you read, create, update, and delete contact data. Ally Hub provides a no-code interface to connect to these endpoints and automate workflows. This pairing enables seamless CRM automation without custom code. We cover authentication, endpoint usage, and best practices here.
You can access a broad set of endpoints such as retrieving contact records, tasks, notes, and appointments. The list includes read operations for contacts and related objects as well as write operations for creating or updating records when needed. Always respect the scope permissions defined for your integration.
Connection security is handled via OAuth tokens and secure storage of credentials. Use HTTPS for all requests and rotate credentials regularly. Your data flow should be monitored and logged to detect anomalies.
Yes. You can create new contacts, update existing ones, and assign tasks or notes through designated endpoints. Ensure you have the correct permissions and proper validation to avoid duplicates.
OAuth 2.0 is the common standard for authorizing requests. In some cases, API keys may be used for app-specific access. Always follow the security guidance in the docs.
Test endpoints using sandbox or test data. Use verbose responses and check logs to confirm that data is syncing as expected.
The endpoints list is documented in the API docs. Use the provided endpoints to perform read and write operations; the docs include examples and required parameters.
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Complete Operations Catalog - 126 Actions & Triggers
