Use OAuth 2.0 with your GHL developer credentials and the required scope (for example, contacts.readonly) to securely authorize requests from Appcues.
Appcues authenticates its requests with an API key or token you generate in your Appcues account and passes it in the Authorization header when calling the Contacts API endpoints.
Key endpoints include: 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 user completes onboarding in Appcues, which fires a POST /contacts/ to create a new contact in GHL or PUT /contacts/:contactId to update an existing record.
Actions: create contact (POST /contacts/), update fields (PUT /contacts/:contactId), attach notes (GET /contacts/:contactId/notes) and tasks (POST /contacts/:contactId/tasks).
Method paths: POST /contacts/ for creation, PUT /contacts/:contactId for updates, POST /contacts/:contactId/tasks for tasks, PUT /contacts/:contactId/tasks/:taskId for task updates.
Key fields: email, firstName, lastName, phone, and a unique contactId to ensure idempotent updates; tags and notes can be linked via IDs.
Trigger: A user profile field changes in Appcues, prompting a PUT /contacts/:contactId to refresh the GHL record.
Actions: update contact data (PUT /contacts/:contactId), refresh tags (POST /contacts/:contactId/tags), optionally update notes.
Method paths: PUT /contacts/:contactId, POST /contacts/:contactId/tags, PUT /contacts/:contactId/tasks/:taskId as needed.
Key fields: contactId, email, lastUpdated timestamp, and fields mapping for Appcues data.
Trigger: When viewing a contact in Appcues, pull in related notes and tasks from GHL using GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks.
Actions: attach notes to the Appcues profile, show tasks, and enable status updates from Appcues via PUT /contacts/:contactId/tasks/:taskId/completed.
Method paths: GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId/completed to update progress.
Key fields: contactId, noteId, taskId, status flags, due dates.
No‑code setup using built‑in connectors and webhooks; map fields with a visual interface.
Automate data flow without custom coding, reducing manual data entry.
Bi‑directional sync of contact data, notes, and tasks keeps both systems up to date.
Here’s a quick glossary of core elements and processes for the Appcues–Contacts API integration.
The GHL endpoint set for managing contacts, tasks, notes, and related data from external apps like Appcues.
Authorization framework used to securely grant access without sharing passwords. Use it with scope controls like contacts.readonly.
Your customer onboarding and product adoption platform that triggers events and captures user data to feed into GHL via the Contacts API.
A specific URL path in the API that performs a particular operation (GET, POST, PUT, DELETE).
Trigger a new GHL contact creation when a user completes Appcues onboarding, then auto-create a welcome task and assign it to a team.
Fetch notes from GHL and display them in Appcues for contextual onboarding and personalized messaging.
Create and complete tasks in GHL from Appcues events to drive follow-up activities automatically.
Obtain your GHL API key or OAuth client details, confirm the scope includes contacts.readonly (and write access if needed), and configure the Appcues integration.
Define how Appcues fields map to contact fields in GHL, and enable endpoints such as POST /contacts/ and PUT /contacts/:contactId.
Run end-to-end tests in a sandbox, verify data flows for contacts, notes, and tasks, then roll out to production.
No heavy coding is required thanks to the visual mapping and webhooks in Appcues and the API’s structured endpoints. For more complex logic, a light amount of scripting or middleware can help, but many flows can be built with low-code configurations.
At a minimum, you’ll use GET /contacts/:contactId to read data and POST /contacts/ to create records. For updates, use PUT /contacts/:contactId and, if needed, GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to drive related actions.
Yes. You can synchronize notes and tasks by hitting GET endpoints for notes and tasks and POST/PUT endpoints to update them. Keep statuses and due dates in sync to reflect real-time progress across both systems.
Use OAuth 2.0 with scoped access and securely store tokens. Implement access controls, audit logs, and least-privilege permissions to protect contact data.
API rate limits vary by plan; monitor responses for headers that indicate remaining quota. Implement exponential backoff and retry logic to maintain reliability under peak usage.
Yes, you can use a sandbox or test environment to validate configurations before going live. Run end-to-end tests that cover creating, updating, and attaching notes/tasks to contacts.
Map fields by creating a field map in Appcues or via middleware. Common mappings include email, firstName, lastName, phone, notes content, and task statuses to keep data aligned.
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