Authenticate BrightManager to access your Contacts data using OAuth 2.0 or API keys; you’ll obtain a token to authorize API requests.
To connect BrightManager to the Contacts API, configure OAuth credentials or an API key in your GHL account and grant BrightManager permission to access contacts, notes, and tasks.
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: when a contact is opened in BrightManager
Actions: fetch contact details, load related tasks, and display notes for context
GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: when a field in BrightManager is updated
Actions: PUT /contacts/:contactId and PUT /contacts/:contactId/tasks/:taskId to keep data in sync
PUT /contacts/:contactId
Key fields: contactId, updatedFields
Trigger: when a new task is created in BrightManager
Actions: POST /contacts/:contactId/tasks and POST /contacts/:contactId/tags
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title
Automate repetitive contact workflows without writing code
Keep data synchronized across BrightManager and your Contacts data
Drag-and-drop configuration with real-time results
Definitions of core concepts, endpoints, and data mappings used in this integration.
A specific URL on the API that performs an action.
OAuth is an authorization framework that lets apps access APIs on behalf of a user.
A person or record stored in the Contacts API database.
A to-do item linked to a contact.
Pull contact history with GET /contacts/:contactId and related notes to build a timeline inside BrightManager.
Create tasks from BrightManager when events occur; sync via POST /contacts/:contactId/tasks.
Associate notes with contacts and surface insights in BrightManager.
Create OAuth credentials or an API key and authorize BrightManager to access your Contacts data.
Enable endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes.
Define field mappings between BrightManager and the Contacts API to automate data flow.
To authenticate BrightManager with the Contacts API, create OAuth credentials or an API key in your GHL account and authorize BrightManager to access your contacts data. Obtain an access token and attach it to your requests to authenticate each API call.
Available endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId. Use these to read, update, and create records.
Yes, you can create and update contacts using POST and PUT endpoints. You can add or modify contact fields via PUT /contacts/:contactId and create new contacts with POST /contacts/. There are dedicated endpoints for tasks and notes as well.
For tasks and notes, use POST /contacts/:contactId/tasks to create tasks, PUT /contacts/:contactId/tasks/:taskId to update, and GET /contacts/:contactId/tasks to view. For notes, use GET /contacts/:contactId/notes and POST /contacts/:contactId/notes.
Yes, API rate limits apply. If you hit limits, implement exponential backoff and retries, and consider batching requests where possible. Check your plan’s limits in the GHL docs.
Yes, deleting a contact is possible via DELETE /contacts/:contactId. Use with caution and consider soft-delete options if available.
Map data fields between BrightManager and the Contacts API by aligning equivalent fields (e.g., name, email, phone) and using field mappings in your integration setup. This ensures data stays synchronized across systems.
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