Use secure methods such as OAuth 2.0 tokens or API keys provided in your developer portal to authorize requests to the Contacts API.
Create and configure a connected app in BirdSend to securely utilize the Contacts API integration, including client IDs and secrets stored securely.
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/
Trigger a pull from BirdSend when a contact is updated so the Contacts API stays current.
Actions: fetch contact data (GET /contacts/:contactId), retrieve related tasks and notes (GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes).
GET /contacts/:contactId
contactId, name, email, phone, lastUpdated
Trigger to create or update contact records in Contacts API from BirdSend events.
Actions: POST /contacts/, PUT /contacts/:contactId
POST /contacts/; PUT /contacts/:contactId
contactId, name, email, phone, tags
Trigger updates when notes or tasks are added or changed in BirdSend to keep data synchronized.
Actions: GET endpoints for notes and tasks; ensure tag data flows to both systems.
GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks
contactId, noteId, taskId, status
Fast setup with drag-and-drop workflows and ready-made API calls.
Low maintenance thanks to well-documented endpoints and automatic data mapping.
Real-time data syncing reduces manual updates and errors.
Key elements: endpoints, authentication, triggers, actions, data mapping, and error handling.
Application Programming Interface: a set of rules that allow software to communicate and exchange data.
A specific function in an API exposed via a URL, like GET /contacts/:contactId.
The process of verifying identity to grant API access (e.g., OAuth tokens or API keys).
A real-time HTTP callback that notifies your system about events.
Automatically tag contacts in BirdSend when they complete key actions, feeding richer CRM data into the Contacts API.
Create automated follow-up tasks in BirdSend when contact status changes in the Contacts API.
Aggregate data from the API to feed dashboards and reports in BirdSend.
Register your BirdSend app and obtain API credentials for the Contacts API.
Set up OAuth 2.0 or API keys in your BirdSend app to authorize calls securely.
Choose the endpoints you’ll use and map data fields between BirdSend and the Contacts API.
To authenticate to the Contacts API from BirdSend, obtain an OAuth 2.0 access token or an API key from your developer portal and attach it to your requests in the Authorization header. Store credentials securely in BirdSend and rotate tokens regularly to maintain security. You can also configure token refresh workflows and monitor credential expiry to prevent interruptions in data sync.
The Contacts API exposes endpoints to read, create, update, and delete contacts, tasks, notes, and appointments, as well as business-level data for organization-wide operations. You can fetch lists with GET /contacts/ and drill down with specific IDs like /contacts/:contactId.
Yes. Use POST /contacts/ to create a new contact in the Contacts API from BirdSend, and then keep them synchronized with PUT /contacts/:contactId as updates occur. Ensure IDs map correctly between systems to avoid duplicates.
Handle errors using standard HTTP status codes and the API error messages. Implement exponential backoff for retries and respect documented rate limits to avoid temporary blocks.
By default, essential fields like id, name, email, and phone are synced. You can extend mappings to include notes, tasks, tags, and custom fields as needed in your integration settings.
Real-time syncing is achievable via webhooks or polling depending on your setup. Configure webhook endpoints in BirdSend and set an appropriate polling cadence if webhooks aren’t available.
API credentials are typically found in your BirdSend developer console or the connected apps section. Keep credentials confidential and avoid embedding them in client-side code.
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Complete Operations Catalog - 126 Actions & Triggers
