Requests must be authenticated with OAuth 2.0 credentials from GHL. Use the required scope: contacts.readonly to access contact data.
To establish the connection, generate an API key in Atera and grant access to contacts data. Use this key to authenticate calls from your integration tool.
GET /contacts/:contactId – Retrieve a specific contact GET /contacts/:contactId/tasks – List tasks for a contact GET /contacts/:contactId/tasks/:taskId – Retrieve a specific task GET /contacts/:contactId/notes – List notes for a contact GET /contacts/:contactId/notes/:id – Retrieve a specific note GET /contacts/:contactId/appointments – List appointments for a contact GET /contacts/ – List all contacts GET /contacts/business/:businessId – List contacts by business POST /contacts/ – Create a contact PUT /contacts/:contactId – Update a contact DELETE /contacts/:contactId – Delete a contact POST /contacts/:contactId/tasks – Create a task for a contact PUT /contacts/:contactId/tasks/:taskId – Update a task PUT /contacts/:contactId/tasks/:taskId/completed – Mark a task as completed DELETE /contacts/:contactId/tasks/:taskId – Delete a task POST /contacts/:contactId/tags – Add a tag to a contact
Trigger: a contact is created or updated in Atera, then sync to GHL’s Contacts.
Actions: create or update the contact in GHL via POST /contacts/ or PUT /contacts/:contactId, then sync related data.
Methods: POST /contacts/ to create; PUT /contacts/:contactId to update.
Key fields: contactId, email, firstName, lastName, phone
Trigger: changes in GHL tasks/notes propagate to Atera or vice versa.
Actions: pull /contacts/:contactId/tasks and /contacts/:contactId/notes, then create or update corresponding items in Atera.
Methods: GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST/PUT to create or update.
Key fields: contactId, taskId, noteId
Trigger: a tag is added or removed on a contact or business in GHL.
Actions: apply tags to Atera contacts; associate contacts with businesses using /contacts/business/:businessId and /contacts/:contactId/tags.
Methods: POST /contacts/:contactId/tags; GET /contacts/business/:businessId
Key fields: contactId, tag, businessId
Automate data sync without writing code.
Unify contact data, tasks, and notes for a complete customer view.
Speed up workflows with real-time triggers and actions.
Key elements include: endpoints, triggers, actions, and fields used to move data between the GHL Contacts API and Atera.
A person or company stored in GHL and synced with Atera for a unified CRM view.
A specific API route used to perform an operation (GET, POST, PUT, or DELETE).
An event that starts a workflow, such as a contact update or new tag.
An operation executed by a workflow in response to a trigger.
Pull additional data from Atera to enrich GHL contacts and improve segmentation and targeting.
When a new contact is added in GHL, automatically create onboarding tasks in Atera and link related records for a seamless handoff.
Sync support notes between GHL and Atera to give agents a complete, 360-degree customer view.
Obtain credentials, select the Contacts API scope, and test the connection from your integration tool.
Define which GHL contact fields map to Atera fields and choose the endpoints to keep in sync.
Create triggers and actions to automate ongoing sync between GHL and Atera.
You authenticate using OAuth 2.0 credentials provided by GHL when you create the connection. The GHL Contacts API requires you to request at least the contacts.readonly scope to read contact data. If you need to write data, you will also require a broader scope such as contacts.write and proper permissions in both GHL and Atera to prevent unintended changes.
For syncing contacts, the essential endpoints include GET /contacts/:contactId to fetch a specific contact and GET /contacts/ to list contacts. To push updates from Atera to GHL, use POST /contacts/ to create and PUT /contacts/:contactId to update, along with related endpoints for tasks and notes as needed.
Yes, bidirectional syncing is possible if you enable the appropriate endpoints and scopes in GHL and provide write access in Atera. Plan your mappings carefully to avoid conflicts, and consider using webhooks or polling to detect changes and keep data in sync.
Yes. Notes can be synced via GET /contacts/:contactId/notes and POST /contacts/:contactId/notes. Tasks can be synced via GET /contacts/:contactId/tasks and POST /contacts/:contactId/tasks; you can also update task status with the appropriate PUT endpoints.
The required read access scope is contacts.readonly for viewing data. For updates, you need broader scopes such as contacts.write, and you must configure permissions in both GHL and Atera. Always test with a small dataset to verify permissions and behavior before going live.
No coding is required if you’re using a no-code integration platform or template. Advanced users can customize mappings and endpoints via API calls to tailor the workflow to specific business needs.
Test the connection by running a small data pull for a contact and verifying data appears correctly in both systems. Use a sandbox or test mode if available, review logs, and adjust mappings as needed before enabling full automation.
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Complete Operations Catalog - 126 Actions & Triggers
