Scope: contacts.readonly. Botsonic uses secure OAuth 2.0 or API keys as configured by your workspace. Include a valid token with each request and respect rate limits.
Botsonic authenticates with the Contacts API via OAuth 2.0 client credentials or API keys, depending on your setup. Store tokens securely and refresh as needed.
Endpoints used in this guide include: 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; contacts.write; 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
Use when you need to display or search a contact’s core data in Botsonic.
GET /contacts/:contactId retrieves the main profile; GET /contacts/:contactId/tasks pulls tasks; GET /contacts/:contactId/notes retrieves notes.
Methods: GET; Endpoints: /contacts/:contactId, /contacts/:contactId/tasks, /contacts/:contactId/notes
Key fields: id, name, email, phone, status, tasks, notes
Use when adding new contacts or updating existing ones and managing tasks.
POST /contacts/ creates a contact; PUT /contacts/:contactId updates; POST /contacts/:contactId/tasks creates tasks; PUT /contacts/:contactId/tasks/:taskId updates; PUT /contacts/:contactId/tasks/:taskId/completed marks complete; DELETE /contacts/:contactId/tasks/:taskId removes.
Methods: POST, PUT for contacts and tasks; endpoints listed above
Key fields: id, name, email, status, tasks
Use when you need to keep notes, appointments, and business links aligned across Botsonic and GHL.
GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments; POST /contacts/:contactId/notes; PUT /contacts/:contactId/notes/:id; GET /contacts/business/:businessId
Methods: GET for notes and appointments; POST/PUT for notes
Key fields: id, notes content, appointmentDate, businessId
Fast onboarding with no code to start syncing contacts, tasks, and notes.
Automate data capture and updates across endpoints without custom development.
Scale using a single integration that covers core CRM actions for client workflows.
Definitions of API endpoints, authentication methods, scopes, and payloads, plus how Botsonic uses them to automate CRM tasks.
A specific URL path you call to perform an action against the GHL API, for example GET /contacts/:contactId.
The process to verify requests and issue tokens (OAuth 2.0, API keys).
Permissions assigned to a token that determine which resources you may access.
The JSON body sent with requests or received in responses.
Trigger follow-up tasks and notes automatically when a new contact is added in Botsonic.
Create a tailored task set based on contact data to guide onboarding in Botsonic.
Aggregate notes, tasks, and appointments into a single activity feed in Botsonic.
Register the app to obtain client ID, client secret, and API tokens.
Enable required scopes (for example, contacts.readonly) and map fields you’ll read or write.
Run tests in a staging environment and then deploy the automation to production.
No coding is required to connect Botsonic to the Contacts API. The platform provides pre-built actions to fetch and update data, making setup fast. You can use the endpoints in the list to map fields to Botsonic modules. The integration is designed for ease of use and quick pain-free automation. Start by obtaining your API credentials, selecting the appropriate scope (for example, contacts.readonly or broader), and testing the connection in a staging workspace before going live.
Botsonic supports OAuth 2.0 and API keys depending on your configuration. Tokens must be stored securely and refreshed before expiry. Always attach the correct scope to your token to access the needed resources. If you ever lose a token or suspect it’s compromised, revoke and re-authenticate to restore access with a fresh token.
Available endpoints cover reading, creating, updating, and deleting contacts, tasks, notes, appointments, and related assets. You can fetch a contact profile, pull tasks, pull notes, update records, and manage tasks lifecycle as part of your automation flows. Refer to the endpoint list in the guide to see exact paths and required parameters for each operation.
Yes. Botsonic can read and write data where you have the appropriate permissions. You can create new contacts, update existing ones, add or update tasks, notes, and appointments as part of automated processes. Always use the least privileged scope required for your use case to minimize risk.
Common errors include 401 for invalid or expired tokens, 403 for insufficient scopes, and 429 for rate limits. When you see these, refresh tokens, verify scopes, and throttle requests to stay within limits. Enable retry logic and validate endpoint parameters to reduce failures during automation.
Recommended scopes start with the minimal set needed for your flows, such as contacts.readonly for fetch operations and contacts.write for updates or creations. Use the smallest scope that achieves your goal and request broader access only if necessary. Always align scopes with your security policies and token management practices.
To get started, create API credentials in GHL and Botsonic, connect the two apps, and map fields between Botsonic modules and the Contacts API. Begin with a simple read flow to verify data and then expand to write actions and fuller automation. Test thoroughly in a staging environment before deploying to production.
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