Obtain and manage access tokens within the defined scope (contacts.readonly) to securely read contact data from the GHL API.
Configure Buying Buddy to authenticate with the GHL API using OAuth2, API keys, or a service account to securely access the Contacts API.
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 you need a specific contact’s data to appear in Buying Buddy by contactId.
Actions: GET /contacts/:contactId to pull the profile; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes to assemble a contact record in Buying Buddy.
Sample path: GET /contacts/:contactId (and related endpoints for tasks and notes).
Key fields: contactId (required), businessId for related fetch, and noteId for precise notes.
Trigger when a new contact is added in Buying Buddy and should be stored in GHL.
Actions: POST /contacts/ to create; PUT /contacts/:contactId to update; ensure idempotent updates.
Paths: POST /contacts/ and PUT /contacts/:contactId.
Key fields: contactId, name, email.
Trigger for task changes when a contact’s tasks are created, updated, or completed.
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId.
Paths include: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId.
Key fields: contactId, taskId, status.
Fast setup: connect in minutes without writing code.
Reliable data sync across platforms for accurate records.
Improved automation: trigger actions based on contact data updates.
A concise glossary of terms and processes to help you navigate the integration.
A set of definitions that allow apps to talk to each other and exchange data via endpoints.
The process of granting access tokens and permissions to use the API securely.
A specific URL path in the API that performs a defined action, like retrieving a contact.
A callback URL that lets applications receive real-time updates from another service.
Set up a workflow that creates or updates a contact in GHL when a new contact is added in Buying Buddy.
Whenever a task is updated in GHL, reflect changes in Buying Buddy automatically.
Bring notes from the Contacts API into Buying Buddy to enrich contact records.
Obtain access tokens and set the required scope for read-only contact data.
Identify key fields like contactId, name, and email and test API calls in a sandbox.
Switch to production, monitor syncs, and set up alerts.
No coding required for basic read-only connections using built-in connectors. This is ideal for quick starts and simple workflows. You can extend functionality with lightweight automations as your use cases grow.
The required scope to read contact data is contacts.readonly. If you need write access, upgrade the scope accordingly and adjust permissions in your app settings.
Commonly used endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, and POST /contacts/:contactId/tasks. These provide a foundation for syncing contacts, tasks, and notes.
Use OAuth2 or API keys to authenticate and store tokens securely. Rotate credentials regularly and follow least-privilege access practices to protect data.
Real-time updates can be achieved via webhooks or polling patterns; the REST endpoints themselves are request/response, but you can configure callbacks to push changes to Buying Buddy when data changes.
Rate limits apply per API plan. If you hit limits, implement exponential backoff, batch requests, or cache frequent reads to maintain performance.
Sample requests and responses are available in the API explorer, documentation, or within your app’s sandbox. Look for the examples section to get started.
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Complete Operations Catalog - 126 Actions & Triggers
