Access to the API requires a valid token with the appropriate scope. Use OAuth or API keys and set the Scope to contacts.readonly (for read access) or a higher scope if writing is needed.
Authenticate Bettermode within your integration by obtaining an API key or OAuth token to securely call the GHL API and sync data with Confidence.
– 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 – patients listed endpoints can be expanded as needed – 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: When a contact is created or updated in Bettermode, fetch and sync the contact details to GHL.
Actions: Create or update a Bettermode contact from GHL data; ensure fields like name, email, and phone are mapped correctly.
GET /contacts/:contactId
contactId, name, email, phone, tags, customFields
Trigger: When a contact’s tasks are updated or new tasks are added.
Actions: Pull tasks, create tasks, update task status, and sync notes related to the contact.
GET /contacts/:contactId/tasks
taskId, title, dueDate, status, description
Trigger: When notes or appointments are added/updated for a contact.
Actions: Retrieve notes, create notes, and bind appointments to the contact.
GET /contacts/:contactId/notes
id, note, timestamp, author
Automate data flow between Bettermode and the Contacts API without writing code.
Keep contacts, tasks, notes, and appointments synchronized across platforms in real time.
Reduce manual data entry and save time with reliable, repeatable workflows.
This glossary explains the core terms, endpoints, and processes used when connecting Bettermode to the GHL Contacts API.
A specific URL path that allows access to a resource or collection in an API.
The method used to verify identity and grant access to API resources (e.g., API keys, OAuth tokens).
An event or condition that starts an automation or workflow in your integration.
Dynamic values in endpoints shown with a colon (e.g., :contactId) that are replaced at runtime.
Set up a zap to push new GHL contacts into Bettermode in real time, keeping both systems aligned.
When Bettermode changes, automatically update the corresponding GHL contact fields to maintain consistency.
Use tags to segment contacts based on activity, status, or lifecycle stage and push those tags to GHL.
Create an API key or OAuth token for Bettermode to securely access the Contacts API.
Choose endpoints, define data mappings, and align Bettermode fields to GHL fields.
Run test synchronizations, review logs, and enable automation for production.
The integration supports API keys and OAuth tokens. Choose the method that fits your security posture. Use secure secret storage and rotate credentials regularly. For read-only syncing, API keys with read scope are sufficient.
Commonly used endpoints for syncing contacts include GET /contacts/:contactId to fetch details, GET /contacts/:contactId/tasks to pull tasks, and GET /contacts/:contactId/notes to retrieve notes. For write operations, POST /contacts/ and PUT /contacts/:contactId allow creating or updating records.
Yes. No-code automations via the app connector enable many flows without writing code. You can connect Bettermode and GHL to automate data sync, task creation, and note updates using prebuilt triggers and actions.
Implement retry logic and exponential backoff. Use built-in Zapier/APP logs to monitor failures, and map clear error messages to your team. Consider idempotent operations to avoid duplicates on retries.
By default, fields like contactId, name, email, phone, tags, and basic customFields are available for syncing. You can expand mappings to include notes, tasks, and appointments as needed.
Yes. Field mappings can be customized in the integration workflow. Map Bettermode fields to the corresponding GHL fields and adjust as your data model evolves.
Activity logs appear in the integration’s task history and error logs. You can also enable webhooks or middleware to capture additional audit trails for compliance.
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Complete Operations Catalog - 126 Actions & Triggers
