Authenticate requests to the Contacts API using OAuth 2.0 tokens or API keys. Keep tokens secure and refresh them regularly to maintain uninterrupted access.
Bold Commerce authenticates with the Contacts API via your chosen flow (OAuth or API keys) to retrieve and manage contact data securely.
Core endpoints include retrieving contacts, associated tasks, notes, appointments, and the ability to create and update records such as contacts and tasks.
Trigger: GET /contacts/:contactId
Actions: retrieve the contact, then pull tasks with GET /contacts/:contactId/tasks
Method Path: GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email
Trigger: GET /contacts/:contactId/notes
Actions: fetch notes via GET /contacts/:contactId/notes, then retrieve tags via /contacts/:contactId/tags
Method Path: GET /contacts/:contactId/notes
Key fields: notes.id, notes.content
Trigger: GET /contacts/:contactId/appointments
Actions: sync appointments to calendar and link with Bold Commerce orders
Method Path: GET /contacts/:contactId/appointments
Key fields: appointmentId, date, status
No‑code setup means faster time to value with drag‑and‑drop automation
Automated data synchronization reduces manual data entry and errors
Scales with your growth, with centralized data in one place
Understand endpoints, triggers, actions, method paths, and fields that power this integration.
URLs that retrieve or modify data, such as GET /contacts/:contactId.
Events that start automation workflows, like fetching a contact.
Steps that occur after a trigger, such as pulling tasks or notes.
Mapping data fields from the API to your CRM fields for consistent records.
Segment customers by activity using endpoint data to tailor campaigns.
Create internal tasks when customers perform actions, keeping teams aligned.
Attach notes to profiles to accelerate support and onboarding.
Obtain an API key or OAuth credentials to begin.
Set up required endpoints and parameter mappings.
Run integration tests, map fields, and enable automation.
No coding is required thanks to the no-code connectors. Use intuitive UI to connect Bold Commerce with the GHL Contacts API and start routing data in minutes. You can reuse templates and presets for common workflows. The setup guides provide step by step instructions to get you live quickly.
You can fetch all contacts or apply filters to a subset using query parameters. If your dataset is large, pagination and batching ensure efficient retrieval without timeouts. Use filters like status, tags, or last activity to narrow results.
Security is built on OAuth 2.0 and TLS encryption. Tokens are rotated regularly and stored securely. You control scopes so only necessary data is accessible.
Field mapping lets you align API fields with your CRM. Use sample mappings to ensure data lands in the right fields and formats.
Be aware of API rate limits and implement exponential backoff. Plan batch requests and pagination to stay within quotas.
Yes. Triggers can start automations when actions occur in Bold Commerce or the GHL API. Use webhooks to react to events in real time.
Testing is best done with a dedicated sandbox. Validate endpoints, verify data mappings, and monitor logs to confirm everything runs as expected.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
