Use OAuth 2.0 to grant BoondManager permission to read and manage contacts, tasks, notes, and appointments via the GHL Contacts API.
BoondManager requests access to your GHL data so you can view and update BoondManager contacts from within GHL.
Core endpoints cover retrieving and updating contacts, their tasks, notes, and appointments: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, and related delete/complete actions.
Trigger: when a BoondManager contact is created or updated.
Actions: create or update the corresponding contact in GHL via the Contacts API.
Method paths: GET /contacts/:contactId or PUT /contacts/:contactId for upserts.
Key fields: contactId, name, email.
Trigger: when a task or note is created for a contact.
Actions: post tasks via POST /contacts/:contactId/tasks and add notes via GET/POST notes endpoints.
Method paths: POST /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes.
Key fields: contactId, taskId, noteId.
Trigger: when an appointment is scheduled or updated for a contact.
Actions: sync appointment data between BoondManager and GHL via GET /contacts/:contactId/appointments and related endpoints.
Method paths: GET /contacts/:contactId/appointments, PUT /contacts/:contactId/appointments/:appointmentId.
Key fields: contactId, appointmentId, time.
Benefit: rapid setup with visual mapping and no custom code required.
Benefit: real-time data sync keeps your teams aligned across tools.
Benefit: a unified customer history in one place for smarter engagement.
Definitions and processes used in BoondManager and the GHL Contacts API integration.
A person in BoondManager whose data can be synced with GHL to manage relationships and activities.
A specific URL that performs an action or returns data in the GHL API.
An event that starts an automation or workflow in your integration.
A data point attached to a contact, task, or note used for mapping in the integration.
Automatically pull core BoondManager contact fields into GHL to enrich CRM records and improve outreach.
Create follow-up tasks in BoondManager when a BoondManager contact status updates in GHL.
Sync BoondManager appointments to the GHL calendar for a unified activity view.
Generate API keys and OAuth credentials from BoondManager and configure them in GHL.
Map BoondManager fields to GHL Contacts fields and set up the required endpoints for read and write operations.
Run test syncs, verify data accuracy, and enable alerts to monitor ongoing health of the connection.
You can sync core data such as contacts, their tasks, notes, and appointments. The primary endpoints include retrieving and updating contacts, creating tasks, and reading notes and appointments. Real-time sync is supported for upserts and updates, ensuring both systems stay in sync. Ensure the scope is configured to match read or write needs. Some endpoints require write access to modify data in GHL and BoondManager.
Developer access is helpful for advanced configurations, but you can start with a standard API key setup and OAuth flow. Permissions must align with the actions you intend to perform (read vs write). Always use least privilege and rotate credentials regularly.
Rate limits depend on your GHL plan and API usage. Plan for bursts during initial syncs and implement backoff logic. If you anticipate higher usage, consider batching requests and caching frequently accessed data.
Yes. You can map BoondManager fields to corresponding GHL contact fields in the integration settings. You can adjust field mappings as your data model evolves to keep data aligned across systems.
Use OAuth 2.0 for secure authorization and store tokens securely. Never embed secrets in client-side code. Rotate credentials periodically and monitor for unusual activity with alerts.
This integration pairs well with no-code platforms for automation. You can trigger actions in BoondManager from GHL events or export data to other tools via webhooks and standard APIs.
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