Access to the Contacts API is secured with token-based authentication. Obtain an API key or OAuth token, grant limited scopes, and store credentials securely to protect data in transit and at rest.
Caspio connections use API credentials tied to your Caspio app. Configure the integration with the provided client ID/secret or access tokens and apply the principle of least privilege.
Key endpoints include 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. These endpoints provide access to core contact data, tasks, notes, and appointments needed for effective automation.
Trigger: when a new or updated contact is saved in Caspio, the integration pushes the changes to the Contacts API to keep both systems in sync.
Actions: create or update the contact in the Contacts API; map essential fields (name, email, phone) and maintain a unique external_id to prevent duplicates.
Method Path: POST /contacts/ for create, PUT /contacts/:contactId for updates, with field mappings defined in the integration.
Key fields: id, email, external_id to ensure proper matching across systems.
Trigger: initial setup imports all existing Caspio records; periodic sync keeps data parity between Caspio and the Contacts API.
Actions: batch create/update calls to the Contacts API; handle field mappings and conflict resolution during bulk imports.
Method Path: POST /contacts/ for bulk import, with per-record PUT /contacts/:contactId for updates.
Key fields: email, external_id, and contactId as cross-system identifiers.
Trigger: Caspio or the Contacts API emits webhooks when a contact is created, updated, or deleted, prompting immediate updates.
Actions: receive webhook payloads and upsert records in the opposite system; maintain consistent IDs and field mappings.
Method Path: POST /webhooks/contacts or POST /webhooks/trigger with target API endpoint for upserts.
Key fields: id, external_id, email to locate and upsert records accurately.
Automate data flow between Caspio and the Contacts API without custom code, reducing manual data entry and errors.
Accelerate onboarding and time-to-value by enabling instant data sync and action triggers across platforms.
Improve scalability and reliability with centralized mappings, versioned endpoints, and robust error handling.
This glossary defines API, authentication, endpoints, webhooks, and data mappings used to connect Caspio with the GHL Contacts API.
Application Programming Interface: a defined set of rules that lets software components communicate.
A webhook is a lightweight HTTP callback that notifies your system when an event occurs.
The process of verifying identity and granting access to API resources.
A specific URL in an API where a client can access data or trigger an action.
Create a flow that captures new leads in Caspio and sends them to the Contacts API to build a unified contact record.
Keep notes, tasks, and activity history in sync to present a complete contact timeline.
Trigger Caspio workflows from Contacts API events to automate follow-ups and tasks.
Obtain API keys or OAuth tokens for both sides and configure secure credentials in your integration settings.
Define field mappings (name, email, phone) and select the endpoints required for your workflow.
Run tests, set up retries, and monitor logs to ensure reliable data sync and error handling.
No-code approaches are possible using built-in connectors and the API interface; however, some basic scripting may help tailor field mappings and triggers. Start with token-based authentication and test with a small subset of data. Once connected, you can automate routine updates without manual entry.
The integration uses token-based authentication (API keys or OAuth tokens) to securely access endpoints. Rotate credentials regularly and scope permissions to the minimum necessary. Store secrets in a secure vault and reference them in your integration settings.
Essential endpoints include retrieving and updating contacts, tasks, notes, and appointments. Depending on your workflow, POST, PUT, and GET calls will be used to create, update, and fetch data between Caspio and the Contacts API.
Implement retry logic, backoffs, and proper error handling to ensure resilience. Use idempotent operations where possible and log failures for quick remediation.
Yes. You can perform bulk imports using batch processing or iterative calls to create or update multiple contacts in a single session. Validate data and handle duplicates to maintain data integrity.
Security is maintained through encrypted connections (TLS), token-based authentication, and scoped permissions. Regular credential rotation and least privilege access reduce risk.
You can monitor the integration via logs, dashboards, and webhook status pages. Set up alerts for failures, retries, and data mismatches to keep the sync healthy.
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