Learn how to securely authenticate requests to the Contacts API using your API key and the defined scope (contacts.readonly).
For BHN Rewards, ensure your app token is provisioned and that scopes align with contacts.readonly to enable read access across contacts, tasks, notes, and more.
Use the following endpoints to work with contacts: 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 contact is created or updated in BHN Rewards to refresh the Contacts API profile data.
Actions: upsert contact, attach tasks, pull notes, and update tags.
Example path: GET /contacts/:contactId
Key fields: contactId, email, name, phone
Trigger: task updates in BHN Rewards to reflect on Contacts API.
Actions: create task in BHN Rewards when a related contact has a new task, update status, fetch taskId.
Example path: POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status, dueDate
Trigger: new notes added in Contacts API should appear in BHN Rewards notes section.
Actions: create/update notes, attach files, tag notes with contactId
Example path: GET /contacts/:contactId/notes
Key fields: contactId, noteId, content, date
Fast setup with no custom code required via standard endpoints and webhooks.
Consistent data across systems with automated sync and reconciliation.
Scalable blueprint for adding more endpoints and fields over time.
This glossary covers endpoints, authentication, triggers, actions, field mappings, and data flow processes you’ll encounter when integrating the two systems.
A specific URL path and HTTP method used to perform a function, such as GET /contacts/:contactId to fetch a contact’s data.
The process of proving identity to access resources, typically via API keys, OAuth scopes, or tokens.
A notification sent automatically when an event occurs, enabling near real-time data synchronization.
Assigning corresponding data fields between systems so data like contactId, email, and name line up correctly.
Automatically create or update BHN Rewards profiles when a new contact is added in the Contacts API, ensuring data consistency from day one.
Sync tasks between BHN Rewards and Contacts API to keep task status aligned without manual updates.
Bridge notes and attachments so notes added in either system appear in the other with proper linking.
Obtain an API key and set the proper scope (contacts.readonly) in BHN Rewards and the GHL API to enable read access.
Create a cross-system field map (contactId, email, name, phone) to align data between systems.
Run tests for authentication, endpoints, and data sync, then deploy to production with proper monitoring.
Start with a no-code workflow using built-in triggers and actions. If you need more control, add custom steps via code within your integration. This approach lets you begin quickly and scale later with code if needed.
For a basic integration, focus on reading contacts via GET /contacts/:contactId and listing contacts via GET /contacts. Add task and notes endpoints as needed, e.g., GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to enrich contact data.
Use API keys and OAuth scopes; ensure scope matches contacts.readonly. Your app token must be secured and rotated periodically. Keep credentials in a secure vault and grant only the minimum required permissions.
Real-time sync is possible via webhooks or near-real-time polling. Configure triggers for updates and ensure your task and note maps stay current. Account for latency and implement retry policies where needed.
Common fields include contactId, email, name, and phone. Additional fields can be mapped as needed via endpoints that support field extensions. If a field isn’t available by default, consider using notes or custom fields where supported.
Test in a sandbox or staging environment before going live. Validate authentication, endpoint responses, and data sync flows. Use sample records to verify field mappings and error handling scenarios.
Review API rate limits in the docs and design your integration with retry logic. Implement exponential backoff and proper error handling to maintain reliability. Monitor logs and set alerts for any rate-limit or 5xx errors.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
