To enable the integration, generate an API key with the contacts.readonly scope or configure OAuth with the required permissions. Store credentials securely and grant Atlas AI Revenue Engine access to read contact data from GHL.
Atlas AI Revenue Engine authenticates to the GHL API using a secure access token. Use the provided client credentials and ensure the app has the necessary permissions to read and write contact data.
The integration uses a spectrum of endpoints to read contacts, their tasks, notes, and appointments, and to manage tags. Core workflows cover creating and updating contacts and related items as part of automated processes.
Triggered when a contact is loaded or updated in Atlas AI Revenue Engine
Actions include fetching the contact data, pulling related tasks, and syncing task status back to Atlas AI Revenue Engine
GET /contacts/:contactId
contactId, taskId, status
Triggered when notes are added or updated for a contact in GHL
Actions: fetch notes for a contact and reflect changes in Atlas AI Revenue Engine
GET /contacts/:contactId/notes
contactId, noteId, createdAt
Triggered when tasks are created or updated in Atlas AI Revenue Engine
Actions: create or update tasks in GHL corresponding to Atlas AI Revenue Engine work
POST /contacts/:contactId/tasks
contactId, taskId, status
Faster setup with a visual no code workflow builder
Easier maintenance through drag and drop automation
Safer data handling with built in security and audit trails
This glossary covers the core elements used in the integration: endpoints, triggers, actions, and data mapping
API stands for Application Programming Interface and enables data exchange between Atlas AI Revenue Engine and the Contacts API via secure requests
Authentication confirms that the calling app is trusted and has permission to access data in GHL
An endpoint is a specific URL path in the API that performs a defined action
Field mapping aligns data fields between GHL and Atlas AI Revenue Engine so data flows correctly
Combine contact data, tasks and notes to create a single unified customer view in Atlas AI Revenue Engine
Use triggers from tasks and notes to automate timely follow ups inside Atlas AI Revenue Engine
Chronicle contact events, notes and tasks into a single timeline for sales and success teams
Obtain API keys or configure OAuth with the correct scopes for GHL and Atlas AI Revenue Engine
Map the required fields between GHL endpoints and Atlas AI Revenue Engine endpoints
Run end to end tests and monitor for errors before going live
No coding is required to establish the standard connections between Atlas AI Revenue Engine and the Contacts API. The built in no code connectors provide visual mapping, triggers and actions. You can configure data flow with a few clicks and maintain the integration through a simple dashboard. If you prefer, you can extend functionality with custom scripts in supported environments.
Common workflows typically involve retrieving a contact and its tasks, pulling notes, and syncing task status back to Atlas AI Revenue Engine. Endpoint usage includes GET /contacts/:contactId, GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes, with optional write operations for creating tasks via POST /contacts/:contactId/tasks.
Secure authentication is achieved with API keys or OAuth tokens. Always use the least privilege scope required and store credentials securely. Rotate keys periodically and monitor access logs for unusual activity.
Yes. Real time or near real time syncing can be enabled for events such as task creation, task updates, or new notes. Use webhooks and polling as needed to maintain up to date data across systems.
If a request fails, the system will retry according to the configured policy. Common issues include invalid credentials or rate limits. Check logs, reauthorize if necessary, and implement exponential backoff for robust retries.
API rate limits vary by plan. Refer to the GHL API documentation and Atlas AI Revenue Engine usage guidelines for current quotas. Implement request queues and backoff to stay within limits.
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Complete Operations Catalog - 126 Actions & Triggers
