Use OAuth 2.0 to securely authorize AZEOO to access Contacts data. Obtain client credentials in your GHL developer console and exchange tokens for API calls.
In AZEOO, create a connected app for the Contacts API, copy the client ID and client secret into your integration, and configure the token flow to obtain an access token for API requests.
GET /contacts/:contactId — Retrieve a single contact GET /contacts/:contactId/tasks — List tasks for a contact GET /contacts/:contactId/tasks/:taskId — Get a specific task GET /contacts/:contactId/notes — List notes for a contact GET /contacts/:contactId/notes/:id — Get a specific note GET /contacts/:contactId/appointments — Get appointments for a contact GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts for a business contacts.write — Permission to write contacts POST /contacts/ — Create a new 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 tags to a contact
When a contact is opened or updated in AZEOO, fetch the contact record and its tasks via GET /contacts/:contactId and GET /contacts/:contactId/tasks.
Sync tasks back to AZEOO, create or update tasks in AZEOO, and log changes in the activity feed.
GET /contacts/:contactId and GET /contacts/:contactId/tasks
contactId, name, email, tasks[].id, tasks[].title, tasks[].status
When a contact’s notes are added or updated in AZEOO, fetch notes via GET /contacts/:contactId/notes.
Sync notes to AZEOO notes field or create new note records in AZEOO.
GET /contacts/:contactId/notes
noteId, contactId, content, date
When tasks in AZEOO change, update corresponding tasks in the Contacts API.
Push task updates using PUT /contacts/:contactId/tasks/:taskId and mark completed with PUT /contacts/:contactId/tasks/:taskId/completed.
PUT /contacts/:contactId/tasks/:taskId and PUT /contacts/:contactId/tasks/:taskId/completed
taskId, contactId, title, status
Zero-code automation with visual workflows
Real-time data sync between AZEOO and your Contacts records
Faster onboarding and reduced IT maintenance
Overview of essential elements and processes for the integration: endpoints, authentication, data mapping, and error handling.
API (Application Programming Interface): a set of rules that allow software to communicate and share data.
OAuth 2.0 is a token-based authentication framework used to grant limited access to APIs.
Authorization defines what actions an authenticated user or app is allowed to perform.
A URL path in an API that performs a request or returns data.
When a form is submitted in AZEOO, automatically create a new contact in the Contacts API and sync key fields back to AZEOO.
Create or update tasks in the Contacts API when AZEOO creates or updates tasks, keeping task data aligned.
Fetch notes for each contact and surface them in AZEOO dashboards for richer context.
Register an OAuth client in GHL, authorize AZEOO, and capture access and refresh tokens.
Define field mappings (name, email, notes, tasks) and select endpoints to use in workflows.
Test end-to-end flows, validate data integrity, and enable automated triggers and actions.
The Contacts API is a RESTful interface that exposes essential CRM data for AZEOO. It lets you retrieve, create, update, and delete contacts, as well as manage their tasks, notes, and appointments. Using the API, you can build powerful no-code automations to keep contact records in sync, trigger workflows based on changes, and report on activity across your team.
Coding is not strictly required if you use a no-code integration approach. AZEOO can handle the OAuth flow, token refreshing, and endpoint calls behind the scenes with configuration. For custom scenarios, you may add a small amount of scripting or use a middleware to transform data between AZEOO fields and the API fields.
The supported endpoints include reading and listing contacts, tasks, notes, and appointments; creating and updating contacts; and managing notes and tasks. Start with GET /contacts/:contactId to fetch a contact, then leverage POST, PUT, and DELETE to modify data as required.
Authentication is handled via OAuth 2.0. You obtain an access token after authorizing your AZEOO app, then include the token in API requests as a Bearer token. Tokens may expire; you should refresh them using the refresh token flow and store tokens securely in AZEOO.
Yes. You can sync notes and tasks by setting triggers on AZEOO and mapping to corresponding endpoints in the Contacts API. Create corresponding actions, such as creating notes or updating tasks, to keep data aligned across systems.
Rate limits depend on your plan and exact endpoint; monitor headers and implement retry logic with exponential backoff. If you hit limits, reduce request frequency or batch calls, and consider using webhooks to push updates instead of polling.
View logs in AZEOO’s integration dashboard or in the Contacts API’s response metadata to diagnose failures. Enable verbose debug mode during setup to capture request and response traces for faster troubleshooting.
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Complete Operations Catalog - 126 Actions & Triggers
