Use OAuth 2.0 to authorize access to the GHL Contacts API. Generate a client ID and secret in your GHL developer portal, then exchange authorization codes for access tokens.
Bmby authenticates with the GHL API using OAuth tokens, ensuring only permitted data flows between Bmby and your GHL account.
Endpoint overview for contacts, tasks, notes, and appointments. Use the following REST calls to manage contacts and related data.
Trigger: A contact is updated or accessed in GHL.
Actions: Retrieve contact data via GET /contacts/:contactId and pull related data as needed.
GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email
Trigger: When a contact’s tasks or notes change in GHL
Actions: Retrieve tasks and notes via GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes and sync to Bmby
GET /contacts/:contactId/tasks
Key fields: contactId, taskId, noteId, status
Trigger: Create or update a contact in Bmby that should propagate to GHL
Actions: Use POST /contacts/ to create or PUT /contacts/:contactId to update, and reflect changes in GHL
PUT /contacts/:contactId
Key fields: contactId, email, name
Code-free setup with REST endpoints and Zapier connectors
Automated data sync reduces manual work and errors
Granular access control via OAuth scopes like contacts.readonly
A quick glossary of core terms used in this integration
A specific URL and HTTP method that performs an action against the GHL API
The process of validating identity to obtain an access token
Authorization framework for secure delegated access
Create, Read, Update, Delete operations on resources
Use Zapier workflows to automate contact sync without code
Sync tasks and notes immediately when updated in GHL
Create and update contacts from Bmby into GHL as needed
Create a GHL app, obtain client credentials, and authorize Bmby to access Contacts
Select the required scopes (contacts.readonly) and set up the base URL and endpoints
Run tests, verify data mapping, and deploy to production
With the Contacts API you can access contact records, associated tasks, notes, and appointments for your Bmby workflows. You can read basic profile fields like name and email, plus related data to build rich CRM experiences. This unlocks powerful automations without leaving Bmby. If you need deeper data, you can paginate results and filter by business or contactId to keep data scoped to your needs.
Basic setup can be done with no code using Zapier or similar automation tools. You will still need to configure OAuth credentials and scopes in GHL, then connect to Bmby via the REST endpoints. Advanced integrations may require scripting, but the core connection is designed to be plug-and-play.
Key endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId. These cover retrieving, creating, updating, and deleting contacts as well as related tasks and notes.
Authentication is handled via OAuth 2.0. You obtain a clientId and clientSecret from GHL, redirect users to authorize, and exchange an authorization code for an access token. Include the access token in your API requests to access allowed resources.
Yes. You can create new contacts with POST /contacts/ or update existing ones with PUT /contacts/:contactId. When configured correctly, changes in Bmby propagate to GHL and vice versa, based on your workflow rules.
Common errors include invalid tokens, insufficient scopes, or incorrect endpoint paths. Check your OAuth token status, verify that scopes include read or write access to contacts, and confirm the URL and parameters match the API docs. Implement robust error handling and retry logic.
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Complete Operations Catalog - 126 Actions & Triggers
