To access the Contacts API from Bokun, you’ll typically use OAuth 2.0 or API keys issued by GHL. This ensures secure, auditable access to contact data, notes, tasks, and appointments.
Bokun uses the GHL-provided credentials to request access tokens. Store credentials securely and rotate them per security best practices.
GET /contacts/:contactId – Retrieve a contact by ID\nGET /contacts/:contactId/tasks – List tasks for a contact\nGET /contacts/:contactId/tasks/:taskId – Retrieve a specific task\nGET /contacts/:contactId/notes – List notes for a contact\nGET /contacts/:contactId/notes/:id – Retrieve a note\nGET /contacts/:contactId/appointments – List appointments for a contact\nGET /contacts/ – List all contacts\nGET /contacts/business/:businessId – List contacts for a business\ncontacts.write – Token scope for write access\nPOST /contacts/ – Create a new contact\nPUT /contacts/:contactId – Update a contact\nDELETE /contacts/:contactId – Delete a contact\nPOST /contacts/:contactId/tasks – Create a task for a contact\nPUT /contacts/:contactId/tasks/:taskId – Update a task\nPUT /contacts/:contactId/tasks/:taskId/completed – Mark a task as completed\nDELETE /contacts/:contactId/tasks/:taskId – Delete a task\nPOST /contacts/:contactId/tags – Add a tag to a contact
Triggered when you need a detailed view of one contact and all related tasks.
Core actions: GET /contacts/:contactId and GET /contacts/:contactId/tasks
GET /contacts/:contactId
Required: contactId; optionally expand to include tasks, notes, and appointments via related endpoints.
Use this when syncing all customers under a Bokun business.
Actions: GET /contacts/ and GET /contacts/business/:businessId
GET /contacts/ (with optional businessId filter via /contacts/business/:businessId)
Requires businessId for business-scoped listing.
When onboarding new Bokun customers or updating existing contact data.
POST /contacts/ (create) and PUT /contacts/:contactId (update)
Requires name and email; contactId returned on success.
Eliminate manual data entry by syncing contacts and tasks automatically.
Centralize customer data in one CRM-friendly view across Bokun and GHL.
Automate reminders and notes without writing code.
This glossary defines essential terms and processes used in the Bokun-GHL integration.
A record that represents a person in Bokun with associated data such as name, email, phone, notes, and tasks.
A to-do item linked to a contact, used to track activities like calls, meetings, or follow-ups.
A free-text annotation attached to a contact for context and history.
A Bokun business entity used to segment contacts and data by organization.
Automatically tag new or updated contacts with lifecycle stage or interest tags to streamline segmentation in GHL.
Create tasks in GHL when notes mention follow-up items, ensuring teams stay aligned.
Use webhooks to push contact events to Slack, Teams, or email for prompt action.
Step 1: Create API credentials in GHL, then generate/secure an access token for Bokun.
Step 2: Map Bokun fields to GHL Contacts fields and set up necessary permissions.
Step 3: Run tests, verify data syncing, and set up alerts.
No. You can connect Bokun using your existing GHL account and API credentials. Access is controlled via OAuth2 tokens or API keys issued by the GHL platform. Implementation is designed to avoid the need for duplicating user accounts. \nBokun will share data with GHL through the standard API scopes and permissions defined for your integration.
GHL typically uses OAuth 2.0 for secure API access, with access tokens scoped to contacts, notes, tasks, and appointments. You can also use API keys if your setup supports it, but OAuth is the preferred method for user-based access.\nRefresh tokens allow long-running integrations without requiring re-authentication, while access tokens should be stored securely.
Commonly used endpoints include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks to pull tasks, POST /contacts/ to create new contacts, and PUT /contacts/:contactId to update records.\nAdditionally, endpoints for notes and appointments help maintain a complete view of each contact.
Field mappings are defined in the API integration settings. Start with core fields like name, email, and phone, then map custom fields for notes, tasks, and tags. Use businessId to scope lists when needed.\nTest mappings via sandbox requests to verify data aligns correctly.
Yes. Rate limits apply per access token and per application. If you hit limits, implement retries with exponential backoff and consider batch requests where supported. Contact support for higher quota if your use case requires it.\nAlways monitor API usage in the GHL dashboard.
Use a staging or development environment to run end-to-end tests, including authentication, endpoint calls, and data syncing checks. Validate data accuracy and error handling.\nCreate test scenarios for common workflows like contact creation, task updates, and note creation.
Yes. Most endpoints support example payloads in the API docs or the developer console. Look for a ‘sample request’ section and use it as a starting point for your own requests.\nYou can also consult the code samples in the Bokun-GHL integration guide.
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