Use OAuth 2.0 or an API key to authorize requests. Obtain your client credentials from your GHL developer console and securely store them in BoldDesk settings.
BoldDesk will authenticate using the same credentials and scopes. Ensure the app has access to read and write contacts, tasks, notes, and appointments as needed.
– 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 new contact is created or updated in BoldDesk, then fetch and sync with GHL.
Actions: GET /contacts/:contactId and POST /contacts/ to create, PUT to update.
GET /contacts/:contactId
id, email, firstName, lastName, phone
Trigger: task or note created/updated in BoldDesk triggers corresponding API calls.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/notes
POST /contacts/:contactId/tasks
taskId, title, status, dueDate
Trigger: notes or appointments change in BoldDesk propagate to GHL.
Actions: GET /contacts/:contactId/appointments, GET /contacts/:contactId/notes
GET /contacts/:contactId/appointments
appointmentId, date, location, description
Automate data syncing without writing code, keeping records consistent.
Create and modify contacts, tasks, notes, and appointments from one place.
Trigger workflows and alerts to boost team productivity.
Definitions of core data elements and how they flow between BoldDesk and the GHL API.
A person record stored in the Contacts API with basic identifiers and contact details.
A to‑do item linked to a contact with status, due date, and assignee.
An attached note field used for remarks, updates, or history on a contact.
A scheduled meeting or call associated with a contact.
Automatically pull public data to enrich contact records on creation or update.
Prebuilt Zap templates for common flows like onboarding or follow-ups.
Route tasks to teammates based on notes, contact data, or business rules.
Create a GHL API key and store it securely in BoldDesk.
Enter endpoint base URL, credentials, and select scopes for contacts, tasks, notes, and appointments.
Run test payloads and verify API responses across endpoints.
BoldDesk supports OAuth 2.0 authentication and API keys. Choose the method that matches your security posture. Use the client credentials from GHL to authenticate requests. In BoldDesk, store keys securely and rotate them regularly. Always use HTTPS.
Endpoints cover contacts, tasks, notes, and appointments. Essential calls include GET /contacts/:contactId, POST /contacts/, POST /contacts/:contactId/tasks, GET /contacts/:contactId/appointments, GET /contacts/:contactId/notes, and PUT /contacts/:contactId. You’ll also manage tags and deletion as needed.
Map fields between BoldDesk and the GHL Contacts API to ensure data consistency. Use standard identifiers like id, email, and phone, and handle nulls gracefully. Consider custom fields for business data.
Yes. Plan for rate limits by batching requests and using webhooks for event-driven sync. Implement exponential backoff and retry on 429 responses.
Handle errors with clear messages and retry logic. Log codes, track retries, and alert on persistent failures. Use idempotent operations where possible.
Both create and update are supported. Use POST to create new contacts and PUT to update existing ones; the API supports upsert behavior.
API credentials and endpoints are available in the GHL developer console and BoldDesk app settings. Use test mode endpoints to validate before going live.
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Complete Operations Catalog - 126 Actions & Triggers
