Authenticate the GHL app connection to ensure secure access to Contacts data, using OAuth or API keys.
Grant Appzi the required permissions to access GHL data via the API and set up the proper scopes for read/write access.
Key endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, and more (up to 17 defined in the CSV). Use these to fetch and manage contacts, tasks, notes, appointments, and tags.
Trigger: New or updated contact in GHL. Action: Appzi pulls the latest contact data.
Actions: fetch contact details, associated tasks, notes, and upcoming appointments to surface in Appzi.
GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email, phone
Trigger: Task created or updated in GHL for a contact.
Actions: sync tasks, statuses, due dates, and completion state to Appzi.
GET /contacts/:contactId/tasks
Fields: contactId, taskId, title, dueDate, status
Trigger: Note added or updated for a contact in GHL.
Actions: pull notes and activity history to enrich contact timelines in Appzi.
GET /contacts/:contactId/notes
Fields: contactId, noteId, note, createdAt
Fast, code-free setup with ready-to-use endpoints and field mappings.
Real-time data synchronization across Appzi and GHL to keep teams aligned.
Prebuilt automations and dashboards to accelerate onboarding and reporting.
Understand essential elements: API endpoints, authentication, data mapping, and data flow processes that enable reliable integration between Appzi and GHL.
Application Programming Interface that lets applications communicate and exchange data securely.
Process that verifies identity and grants access tokens or keys (OAuth, API keys).
A specific URL in an API that performs an operation or returns data.
A callback URL that receives real-time data updates from an API.
Use contact and task endpoints to auto-create onboarding tasks in Appzi when a new contact is added in GHL.
Attach notes and tasks from GHL to Appzi support tickets for richer histories.
Aggregate contact data across endpoints to power unified dashboards in Appzi.
Obtain OAuth tokens or API keys and grant Appzi the necessary scopes to access contacts data.
Create field mappings between GHL contact fields and Appzi data structures to ensure accurate data flow.
Run tests, monitor API responses, and deploy automations to production with dashboards for monitoring.
Answer: Start by creating an Appzi integration and selecting the Contacts API as your GHL connection. Use OAuth or API keys to authorize access and grant the minimum required scopes for read/write operations. After authorization, Appzi will begin syncing data according to your field mappings. If you encounter issues, verify token validity and permissions, then re-run the connection test from the Integrations panel.
Answer: No heavy coding is required. Use the built-in endpoints and configuration options to map fields and set up triggers. For advanced needs, you can add custom scripts in Appzi workflows, but many scenarios can be handled with no-code automations.
Answer: Core endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and related task/note endpoints. Use these to fetch, create, or update data in Appzi.
Answer: Real-time or near real-time sync depends on API rate limits and the polling cadence you choose in Appzi. You can enable webhooks for push updates where supported to reduce latency.
Answer: Ensure your access tokens are valid, scopes are correct, and the GHL account permissions are sufficient. Use the test connection option in the Appzi Integrations panel and review error messages for specifics.
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Complete Operations Catalog - 126 Actions & Triggers
