Begin by obtaining an API key or configuring OAuth for the GHL Contacts API, then grant Brex permission to read contact data plus related items like tasks, notes, and appointments.
Grant Brex permission to access your GHL Contacts API data so it can pull and sync contact records, tasks, notes, and related items within Brex workflows.
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
Trigger: on-demand fetch by contactId or when a contact is updated in Brex.
Actions: pull core contact fields, attach related tasks and notes, and update the Brex contact profile.
GET /contacts/:contactId
keyFields: contactId, firstName, lastName, email, phone
Trigger: new or updated tasks for a contact in Brex.
Actions: create/update Brex tasks from Brex to GHL, reflect status and due dates.
POST /contacts/:contactId/tasks
keyFields: contactId, taskId, title, status
Trigger: note changes or tag assignments in Brex.
Actions: sync notes to GHL notes and apply tags to the contact record.
GET /contacts/:contactId/notes
keyFields: contactId, noteId, tag
Build powerful integrations without writing code using visual builders and simple mappings.
Speed up delivery with pre-defined endpoints and triggers that require no custom development.
Keep Brex and GHL data synchronized with minimal maintenance and monitoring.
You’ll encounter endpoints, authentication, triggers, actions, and data mappings as you connect Brex to GHL via the Contacts API. This glossary clarifies the core concepts.
API stands for Application Programming Interface—a set of rules that lets Brex and GHL communicate and exchange data.
An endpoint is a specific URL and HTTP method used to perform an action within the API.
The process of proving identity and granting access rights to API resources.
An event that starts an automation or data flow between systems.
Automatically pull Brex profile details into GHL contact records to enrich CRM data without manual entry.
Update GHL lifecycle stages when Brex events occur, ensuring the customer journey stays in sync.
Create alerts and dashboards in GHL based on Brex data changes to drive action.
Obtain your Brex API key and configure access in GHL’s integration settings.
Set up the Brex integration in GHL, select endpoints, and map Brex fields to GHL fields.
Run a test fetch of a contact and confirm that tasks, notes, and tags sync correctly.
The Brex Contacts API integration enables you to access contact data from Brex within GHL and push updates back to Brex as needed. It covers core objects like contacts, tasks, notes, and tags, allowing you to view and act on Brex data from within GHL workflows. This integration is designed to be implemented with minimal coding, using the provided endpoints and mappings. By connecting Brex and GHL, teams can centralize information and avoid duplicative data entry. In practice, you’ll configure authentication, select relevant endpoints, and establish data mappings so that a change in Brex can trigger an action in GHL (and vice versa) without manual steps.
No heavy coding is required. The Brex–GHL connection relies on API endpoints and standard authentication methods. Most teams can set up a functional integration using the no-code or low-code features in GHL’s integration builder and simple mapping rules. For advanced needs, you can add custom logic in your automation layer or use webhooks to extend behavior, but the core syncing tasks—contacts, tasks, notes, and tags—can be achieved with basic configuration.
Endpoints used typically include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, POST /contacts/:contactId/tasks, and related endpoints for notes and tags. This set covers core read and write operations needed to keep Brex and GHL in sync for a contact’s lifecycle. The exact subset you use depends on your workflow; you can start with read operations to populate GHL records and then enable write operations to push updates back to Brex as needed.
Authentication is established once, typically via an API key or OAuth flow, granting Brex access to the GHL Contacts API. Brex uses this credential to request data from GHL (and optionally to post updates back). You manage scopes to ensure only the required read/write permissions are granted. Keep credentials secure, rotate keys per your security policy, and monitor API activity for unusual access patterns.
Yes. You can sync notes and tasks between Brex and GHL by mapping Brex notes and tasks to corresponding GHL fields and objects. This enables contextual notes to appear alongside contact records and keeps task progress in sync across platforms. Ensure your mappings reflect the data granularity you need (note IDs, task IDs, statuses, due dates) to maintain data integrity when updates occur.
Sync can be configured as real-time with webhooks or as scheduled batch updates, depending on the capabilities of your GHL setup and Brex configuration. Real-time triggers provide immediate updates, while periodic sync reduces API load and complexity. Choose the approach that aligns with your team’s data freshness requirements and API rate limits.
Common issues include authentication failures, incorrect field mappings, and endpoint permissions. Start by revalidating API keys and OAuth scopes, then double-check mapping rules to ensure fields exist in both systems. If errors persist, review API response codes and logs to identify mismatches in data types or required fields, and adjust your mappings accordingly.
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