Set scope to contacts.readonly and generate an API key to read contacts, tasks, notes, and related resources.
In Amazing Marvin, connect to GHL and authorize access to contacts and related data via OAuth, then save the credentials.
Endpoints: 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: When a new contact is created in GHL, automatically create a starter task in Marvin and assign it to the correct project.
Actions: Create a Marvin task, set a due date, and attach the contact details as a note.
Method path: POST /contacts/:contactId/tasks (via Zapier or a custom Zap) to create tasks linked to the contact.
Key fields: contactId, taskId, projectId
Trigger: A contact field changes in GHL (e.g., status or owner).
Actions: Update task details, statuses, and notes in Marvin to reflect the change.
Method path: PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: A new note is added in GHL for a contact.
Actions: Create or append a note in Marvin under the related contact.
Method path: POST /contacts/:contactId/notes or PUT /contacts/:contactId/notes/:id
Key fields: contactId, id
Automate data flow between GHL and Amazing Marvin without writing code.
Reduce manual data entry and ensure teams stay aligned.
Gain real-time visibility into contact tasks and notes across apps.
Key elements include endpoints, triggers, actions, and data mappings used to build reliable automations between GHL and Amazing Marvin.
Application Programming Interface: a set of rules that allows apps to communicate and exchange data.
A real-time notification mechanism from one app to another when events occur.
A specific URL path in an API used to access a resource.
A standard for securely authorizing third-party apps to access data.
Trigger on new contact in GHL and create a starter checklist in Marvin to streamline onboarding.
Map updates in GHL to corresponding Marvin task fields to keep data in sync.
Ensure notes added in GHL appear under the related contact in Marvin for richer context.
Obtain credentials from GHL and authorize in Zapier, selecting the Contacts API with scope readonly.
Choose triggers such as new contact, updated contact, or new notes, and map to Marvin actions.
Define actions to create or update tasks, notes, and status in Marvin.
With the Contacts API readonly scope you can view contacts, their tasks, notes, and appointments. Write access is not granted by default. If you need additional permissions, adjust the scope accordingly. Always follow best practices for securing credentials.
No-code options via Zapier or pre-built templates exist to simplify setup. Some mappings and field choices may require a light touch of configuration, but you can complete most setups without writing code.
Real-time syncing depends on webhook support and your chosen automation platform. Zapier can poll for changes or use webhooks, delivering near real-time updates in many cases.
Both GHL and Zapier impose rate limits. Plan for retries and batch operations where possible, and monitor usage in the dashboards.
Implement idempotent actions and conflict resolution rules to avoid duplicate records and ensure consistent data across apps.
Yes. Zap templates and quick-start guides are available to accelerate setup; customize fields to fit your workflow.
Use OAuth for secure authorization, keep credentials private, rotate keys regularly, and review permissions periodically.
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Complete Operations Catalog - 126 Actions & Triggers
