Authorize the GHL integration to access the Contacts API using the recommended OAuth 2.0 flow or API keys. Grant read and write scopes to manage contacts, tasks, notes, and appointments.
Securely connect Bexio by configuring API tokens or OAuth credentials in the app settings and linking them to the GHL connection.
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; 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: A new or updated contact is created in Bexio.
Action: Create or update the corresponding contact in the GHL Contacts API.
POST /contacts/ (create) or PUT /contacts/:contactId (update)
id, name, email, phone, company
Trigger: New or updated tasks in Bexio.
Action: Create or update tasks in GHL via endpoints like POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId.
POST /contacts/:contactId/tasks (create) and PUT /contacts/:contactId/tasks/:taskId (update)
taskId, title, dueDate, status
Trigger: Notes or appointments are created or updated in Bexio.
Action: Map notes and appointments to GHL records; write capabilities may vary based on endpoint availability.
GET /contacts/:contactId/appointments and GET /contacts/:contactId/notes
appointmentId, noteId, date, summary
No-code automation lets your teams sync contacts, tasks, notes, and appointments without custom software.
Visual builders and pre-built triggers reduce setup time and enable rapid iterations.
Error handling, retries, and logging are built in, keeping data aligned across systems.
Key elements and processes: authentication, endpoint access, triggers, actions, data mapping, error handling, and synchronization schedules.
Application Programming Interface: a set of rules and protocols that allow software to communicate with each other.
OAuth 2.0 is a standard authorization framework that enables apps to obtain limited access to user data without sharing credentials.
A webhook is a user-defined HTTP callback that triggers when a specific event occurs in an app.
An API endpoint is a specific URL in an API that performs a defined action, such as retrieving or updating data.
Automatically push new and updated contact data from Bexio to GHL to keep records fresh across both systems.
Link Bexio tasks to GHL tasks so teams can track activity in one place.
Attach notes and appointment history from Bexio to GHL contact profiles for a complete record.
Register the integration in GHL and generate OAuth tokens or API keys, then store them securely in Bexio.
Map core contact fields name, email, phone, company between Bexio and GHL.
Run tests, check error handling, and deploy the connection to production with monitoring.
No code is required to get started. The built in connectors allow you to set up the Bexio integration with a few clicks and map fields without writing code. If you need custom logic, you can extend with webhooks or small scripts.
Writable endpoints exist for contacts and tasks such as POST /contacts/ and PUT /contacts/:contactId as well as POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId. Some endpoints may vary by plan, so check your access level.
Authenticate by configuring OAuth credentials or API tokens in GHL and Bexio. Ensure the scopes include read and write access for contacts, tasks, notes, and appointments. Re-authenticate if credentials expire.
Yes, historical data can be pulled via the read endpoints if supported by the API. You can backfill data by fetching past records and syncing them to GHL, using incremental loads where possible.
Default synced fields include name, email, phone, and company. You can extend mappings to include notes content, appointment details, and task status as needed.
API rate limits apply. Monitor quotas in the developer console and implement retries with backoff. For large exports, consider batching and scheduled syncs.
Sync logs and diagnostics are available in the GHL integration dashboard and Bexio activity history. Enable detailed logging to capture payloads and errors for troubleshooting.
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Complete Operations Catalog - 126 Actions & Triggers
