Authenticate to the Contacts API with OAuth 2.0 Bearer tokens. Request an access token using your client credentials and the required scopes (for example, contacts.readonly and contacts.write). Include the token in the Authorization header as Bearer {token}.
APITemplate-io authenticates to the GHL API using OAuth client credentials and securely stores tokens. Make sure your app scope includes access to Contacts endpoints and handles token refreshes.
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 contact is created or updated in APITemplate-io, pull the latest data from GHL to keep APITemplate-io in sync.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
GET /contacts/:contactId; GET /contacts/:contactId/tasks
contactId, taskId, noteId, appointmentId
Trigger: A new or updated contact in APITemplate-io triggers a POST /contacts/ on the GHL side to create or update the contact.
Actions: POST /contacts/, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
POST /contacts/; POST /contacts/:contactId/tasks
name, email, contactId, taskId
Trigger: Notes or appointments updated in GHL are mirrored to APITemplate-io to keep records aligned.
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments
noteId, appointmentId, contactId
Fast setup with no custom code needed—drag-and-drop triggers and actions connect your tools in minutes.
Real-time or near-real-time data synchronization keeps contacts, tasks, notes, and appointments up to date.
Centralized workflow control lets you automate multi-step processes across systems without writing code.
This glossary covers endpoints, triggers, actions, methods, and key fields used when integrating APITemplate-io with the GHL Contacts API.
A unique identifier for a contact in the GHL Contacts API; used to fetch or modify a specific contact and its related data.
A unique identifier for a task associated with a contact; used to retrieve, update, or complete a task.
A specific API URL path that performs a defined operation, e.g., GET /contacts/:contactId.
A unique identifier for a note tied to a contact; used when reading or updating notes.
Keep contact data consistent by syncing updates in real time between APITemplate-io and the GHL Contacts API.
Automatically generate tasks when contact fields change to keep teams aligned.
Sync notes and calendar events to ensure visibility across your apps.
Create an OAuth client in your GHL developer console and grant the scopes for contacts.readonly and contacts.write.
Select endpoints (GET, POST, PUT, DELETE) and set up triggers in APITemplate-io to start automation.
Run test requests in a sandbox, verify data flows, then switch to live mode.
OAuth 2.0 Bearer tokens are used to authenticate with the Contacts API. You’ll request an access token using your client credentials and the required scopes, then pass the token in the Authorization header as Bearer {token}. This keeps calls secure and allows granular access control for read and write operations. Second, implement a token refresh flow to renew tokens before expiry and store credentials securely in your app. If you’re building a user-facing flow, present a clear consent screen and handle token revocation gracefully.
The core endpoints you’ll use include GET /contacts/:contactId to read a contact, GET /contacts/ to list contacts, POST /contacts/ to create, PUT /contacts/:contactId to update, and DELETE /contacts/:contactId to remove a contact. You can also access related data such as tasks, notes, and appointments via GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments. The API also exposes batch and tag capabilities via endpoints like POST /contacts/:contactId/tags.
No coding is required to start with APITemplate-io for basic automation—drag-and-drop triggers and actions connect your tools in minutes. For advanced workflows, simple scripts or conditional logic can be added, but most use cases are achievable with no-code configuration. If you need deeper customization, you can layer in lightweight code only where necessary.
To test the connection, use a sandbox or test account to perform sample GET, POST, and PUT requests. Check the response codes, verify data is created or updated as expected, and review logs in APITemplate-io and the API dashboard. Run end-to-end tests that cover authentication, endpoint access, and error handling before going live.
Updates can be near real-time depending on how you configure triggers. Webhooks or polling can be used to synchronize changes between APITemplate-io and the Contacts API. Plan for eventual consistency in some edge cases and implement retry and backoff strategies to handle transient errors.
Respect API rate limits by batching requests where possible, incorporating exponential backoff, and auditing your trigger frequency. Use efficient queries, limit payload sizes, and cache non-critical data to minimize unnecessary calls while maintaining data freshness.
Endpoint documentation is available in our developer docs portal and the API reference section. It includes method paths, required headers, sample requests, and response schemas. You can also view hands-on tutorials and canned templates for common use cases.
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Complete Operations Catalog - 126 Actions & Triggers
