Authenticate CASEpeer to access the Contacts API securely. Use OAuth tokens with the required scope and rotate credentials regularly to maintain security.
CASEpeer authenticates to the Contacts API by obtaining OAuth tokens with the contacts.readonly scope and configuring secure keys in your 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; 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; (notes: write permissions are indicated by the contacts.write endpoint)
Trigger: when a contact is created or updated in GHL, fetch the latest data and update CASEpeer records accordingly.
Actions: GET /contacts/:contactId to retrieve details; GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to pull related items; optionally POST/PUT to update CASEpeer if allowed by your integration.
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
contactId, name, email, phone, businessId
Trigger: new lead in CASEpeer triggers creation of a Contact in the Contacts API with initial data.
Actions: POST /contacts/ to create; PUT /contacts/:contactId to update; POST /contacts/:contactId/tasks to assign first actions.
POST /contacts/; PUT /contacts/:contactId; POST /contacts/:contactId/tasks
name, email, phone, businessId, tags
Trigger: a task is completed or a note is added in CASEpeer to reflect progress in the Contacts API.
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId/completed; POST /contacts/:contactId/notes.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId/completed; POST /contacts/:contactId/notes
taskId, contactId, noteId
Faster onboarding and automated data synchronization reduce manual entry and speed up case setup.
Cleaner, centralized data across CASEpeer and the Contacts API minimizes duplicates and errors.
No-code automations enable non-developers to build powerful workflows quickly.
This glossary defines core terms and processes used in the integration between the Contacts API and CASEpeer.
A person record in the Contacts API with associated tasks, notes, and engagements.
A to-do item linked to a specific contact to track actions.
A free-text entry attached to a contact to capture details.
A business entity that groups contacts and related data.
On a new CASEpeer case, auto-create a contact in the Contacts API and assign initial tasks.
Sync status changes and notes between CASEpeer and the Contacts API to keep records current.
Aggregate data from both systems for dashboards showing activity across CASEpeer and the Contacts API.
Obtain OAuth tokens with the required scope (contacts.readonly) and configure your app in CASEpeer.
Connect and test endpoints such as GET /contacts/:contactId and POST /contacts/ for creation.
Create automations to synchronize data, tasks, and notes between CASEpeer and the Contacts API.
The Contacts API lets CASEpeer read core contact data and fetch related tasks, notes, and appointments to keep records in sync. With appropriate permissions, you can view business associations and related records to support case work. The combination enables robust, no-code automation using triggers and actions in CASEpeer.
You can often set up many interactions without code using the Zapier App Connector and pre-built actions. For deeper customization, minimal scripting may be used, but many workflows can be achieved through triggers, actions, and endpoints alone.
Read operations are available via endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments. These allow CASEpeer to pull up-to-date information for each contact.
Yes. You can create or update contacts using POST /contacts/ and PUT /contacts/:contactId, as well as attach tasks or notes via POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes. Ensure proper scope and permissions for write operations.
Security is upheld through OAuth tokens, scoped access (such as contacts.readonly), and encrypted transmission. Rotate credentials regularly and restrict access to trusted apps like CASEpeer.
The required scope shown is contacts.readonly for read access. If write operations are needed, additional scopes (like contacts.write) must be granted and configured securely.
Test the integration by using a sandbox or test environment, simulate contact creation, updates, and related tasks. Verify data sync across CASEpeer and the Contacts API and review logs for any errors.
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Complete Operations Catalog - 126 Actions & Triggers
