Obtain a valid API key or OAuth token for the Contacts API, then configure BrokerEngine to sign requests and respect the scope: contacts.readonly.
Authorize BrokerEngine to access Contacts data with the necessary permissions (scope: contacts.readonly) and securely store credentials in BrokerEngine’s app settings.
– 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 contact updates or new records in the Contacts API.
Actions: fetch contact details, pull related tasks, notes, and appointments, and mirror them in BrokerEngine.
GET /contacts/:contactId
Key fields: contactId, lastModified, status
Trigger when a new or updated task is created in the Contacts API.
Actions: create or update tasks in BrokerEngine, sync task status and due dates.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger when a new note or appointment is added for a contact.
Actions: retrieve notes and appointments, update BrokerEngine dashboards.
GET /contacts/:contactId/notes
Key fields: contactId, noteId, appointmentId
Fast setup with a drag-and-drop configuration, no custom code required.
Automated workflows across contacts, tasks, notes, and appointments.
Centralized data synchronization for real-time insights across teams.
A concise glossary of terms and processes to help you understand the integration.
A specific URL and HTTP method used to access a resource in the Contacts API.
An authorization framework that issues limited-access tokens to protect API calls.
A real-time notification sent from the API to BrokerEngine when data changes occur.
The set of permissions granted to the integration, such as read-only access.
Consolidate contact details, activities, notes, and upcoming appointments into a single view for faster decision-making.
Trigger personalized messages when contact activity changes or milestones are reached.
Progress contacts through lifecycle stages using activity, notes, and task status.
Collect your Contacts API credentials and authorize BrokerEngine to access your data.
Map endpoints and fields from the API to BrokerEngine actions and data models.
Run test requests to confirm authentication, field mapping, and workflow execution.
The Contacts API scope required to view data is typically contacts.readonly, which allows BrokerEngine to read contact information without modifying it. If you need write capabilities, you will require an elevated scope (for example, contacts.write) and explicit authorization. Always ensure your credentials are stored securely and that access is limited to what is strictly necessary for your workflows.
Yes. Writing data back to Contacts from BrokerEngine is possible when you use write-enabled scopes and have appropriate permissions configured in the integration. Start with read-only access to validate the connection, then request additional write access if your use case requires updates to Contacts data. Be mindful of data consistency and implement safeguards to prevent conflicts during bidirectional sync.
For syncing contacts, use endpoints like GET /contacts/:contactId and GET /contacts. For tasks, use POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId. Notes and appointments should be retrieved with GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments. Map fields carefully to BrokerEngine data models to ensure accurate synchronization. Start with a minimal subset of endpoints to validate the workflow, then expand as needed.
No extensive coding is required. Use BrokerEngine’s no-code configuration to connect the Contacts API, map fields, and set triggers. If you need some custom logic, simple script blocks or conditional actions can be added without building a full app. For advanced scenarios, you can incorporate webhooks or lightweight scripting to tailor the flow.
Security is enforced via OAuth or API keys, encrypted credential storage, and token-based access with scope restrictions. Regular token rotation and least-privilege access help minimize risk. All data in transit uses TLS to protect sensitive information. Monitor audit logs and apply best practices for credential management within BrokerEngine.
Yes. You can filter or segment data by business or tag within your connects. Use query parameters or endpoint-level filtering where supported, and mirror those filters in BrokerEngine’s mapping and workflows to ensure targeted syncs. Combining business filters with tag-based rules can further refine which records are processed by each automation.
API rate limits depend on your GHL plan and token type. Monitor rate limit headers in responses and implement exponential backoff or throttling in your workflows to avoid interruptions. For high-volume needs, consider batching requests where possible and spreading calls over time. Refer to the official API docs for current limits and best practices.
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