Authenticate requests using your GHL credentials and an access token. Use OAuth 2.0 to obtain a Bearer token and attach it to every API call.
Casebook relies on your GHL access token. Securely store tokens, refresh when needed, and scope requests to the Contacts API (readonly as appropriate).
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 created or updated in Casebook, pull the latest data with GET /contacts/:contactId to keep both systems in sync.
Actions: Upsert the contact in GHL, create or update tasks via POST /contacts/:contactId/tasks and keep task state in sync.
GET /contacts/:contactId
Key fields: id, name, email, phone, tasks[].id, notes[].id
Trigger: When a task is added or updated in Casebook, sync with GHL by POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId.
Actions: Create tasks, update completion with PUT /contacts/:contactId/tasks/:taskId/completed, and reflect status.
POST /contacts/:contactId/tasks
Key fields: taskId, title, dueDate, status
Trigger: Notes or appointments are created or updated in Casebook, then sync with GHL via notes and appointments endpoints.
Actions: Upsert notes via POST /contacts/:contactId/notes or PUT /contacts/:contactId/notes/:id and create/update appointments via POST /contacts/:contactId/appointments.
GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: noteId, appointmentId, content, date, time, location
Benefit: Build powerful automation flows without coding.
Benefit: Real-time data synchronization across Casebook and GHL for a unified contact history.
Benefit: Centralized contact intelligence with minimal setup and maintenance.
Key data elements and processes used in the integration: Contacts, Tasks, Notes, Appointments, and the flow to sync between Casebook and the GHL Contacts API.
A person record stored in GHL and Casebook representing an individual contact.
Individual actions or work items linked to a contact that can be created, updated, or completed.
Free-form notes attached to a contact to capture context and history.
Scheduled calendar events associated with a contact for meetings or calls.
Automatically push new Casebook contacts into the GHL Contacts database to seed your CRM and begin tracking interactions immediately.
Keep fields like email, phone, and task progress in sync across Casebook and GHL with minimal manual effort.
Sync notes and appointments to deliver a complete, cross-app contact history for sales and service teams.
Collect your GHL OAuth client details, Casebook app credentials, and ensure the required scopes (readonly for viewing, write for updates).
Map Casebook data fields to GHL Contacts fields and configure endpoint calls for get, create, update and delete actions.
Run tests with sample contacts and tasks; monitor for errors; adjust rate limits, retries, and field mappings as needed.
Answer: The GHL Contacts API uses OAuth 2.0 to issue access tokens for requests. Start by creating an OAuth client in your GHL developer console and requesting the appropriate scopes for reading contact data. Then obtain a token and attach it to Authorization: Bearer
Answer: Begin with reading a contact and their related tasks to validate data flow using GET /contacts/:contactId and GET /contacts/:contactId/tasks. Once stable, add the ability to create or update a contact with POST /contacts/ and PUT /contacts/:contactId. Gradually enable write permissions in a controlled environment and monitor for any conflicts between Casebook and GHL data.
Answer: Yes. You can build this integration without coding by using automation platforms like Zapier or Make (Integromat) to orchestrate the API calls. Use triggers for creates/updates in Casebook and actions that call the GHL endpoints to sync data. Ensure you handle authentication tokens securely within the automation platform. For more complex flows, a lightweight custom script can offer greater control.
Answer: Rate limits are defined by your GHL plan and API usage. Check your GHL developer portal for current quotas and apply exponential backoff and retry logic in your flows. If you anticipate bursts, consider staggering requests or scaling retries to avoid hitting limits.
Answer: Implement error handling that logs the error, retries with backoff, and notifies your team of persistent failures. Use HTTP status codes to guide retries (e.g., 429 for rate limits, 5xx for server errors) and ensure idempotent operations for create/update calls to prevent duplicates.
Answer: Yes, bulk operations are typically supported through batch endpoints or repeated calls in sequence. Depending on the API, you may batch multiple contact records or tasks in a single request, or you may implement batching at the automation layer by grouping items and processing them in chunks to stay within rate limits.
Answer: Field mapping involves aligning Casebook data fields to their GHL equivalents (e.g., Casebook name to GHL contact name, email, phone, task titles, notes content). Use a mapping document and validate one-to-one mappings first, then extend to nested structures like tasks and notes. Maintain data types and formatting (dates, IDs) to prevent sync errors.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
