Use your GHL API credentials with Cassidy. Start with a read-only scope (contacts.readonly) to explore data, then add write permissions as you validate your workflows.
Enter Cassidy’s API credentials in your app settings, securely store them, apply the required scopes, and test with a sample contact to confirm connectivity.
Key endpoints include: GET /contacts/:contactId to fetch a single contact; GET /contacts/:contactId/tasks for a contact’s tasks; GET /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; GET /contacts/:contactId/appointments; GET /contacts/ for listing contacts; GET /contacts/business/:businessId; GET /contacts/ (contacts list); GET /contacts/:contactId to read a contact; POST /contacts/ to create; PUT /contacts/:contactId to update; DELETE /contacts/:contactId to delete; POST /contacts/:contactId/tasks to create tasks; PUT /contacts/:contactId/tasks/:taskId to update tasks; PUT /contacts/:contactId/tasks/:taskId/completed to mark complete; DELETE /contacts/:contactId/tasks/:taskId to remove; POST /contacts/:contactId/tags to tag a contact.
Trigger: When a contact is updated in GHL, fetch the latest data via GET /contacts/:contactId and push updates to Cassidy.
Actions: retrieve contact, update Cassidy profile, and refresh related tasks and notes.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, status
Trigger: creation or update of a contact task in Cassidy triggers a corresponding task in the Contacts API.
Actions: create/update tasks via POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, dueDate, status
Trigger: a note or appointment is added or updated for a contact in Cassidy, prompting a sync with the Contacts API.
Actions: create/update notes via /contacts/:contactId/notes and schedule/sync appointments via /contacts/:contactId/appointments.
GET /contacts/:contactId/notes
Key fields: contactId, noteId, content, date
Fast setup with visual automation that requires no custom code.
Unified data across Cassidy and connected apps to reduce manual entry.
Scalable workflows that grow with your team and data volume.
Glossary of core concepts—contact, endpoint, task, and note—and how they relate within Cassidy and the Contacts API workflows.
A contact is an individual stored in the Contacts API with identifying details like name, email, and phone number.
An API endpoint is a specific URL path used to perform an operation on data.
A task is a to-do item associated with a contact, such as a follow-up call or meeting.
A note is a free-text record attached to a contact for context or history.
Automatically enrich new or updated contacts with data from external sources, then push updates to Cassidy.
Create tasks in Cassidy when notes indicate follow-ups, with due dates and reminders.
Schedule and sync appointments between Cassidy and the Contacts API to keep calendars aligned.
Obtain API credentials for Cassidy and grant the necessary scopes to read and write contact data.
Choose endpoints (e.g., read, tasks, notes) and map contact fields to Cassidy fields.
Run tests, verify triggers and actions, then roll out to your team with monitoring in place.
No-code is not required. Cassidy’s visual automation lets you connect with the Contacts API using triggers, actions, and field mappings, so you can build workflows without writing code. Start with a read-only setup to validate data flow and processes, then progressively enable write capabilities as you confirm outcomes.
For common workflows, you typically use endpoints like GET /contacts/:contactId to read data, GET /contacts/:contactId/tasks for tasks, POST /contacts/:contactId/tasks to create tasks, and GET /contacts/:contactId/notes to fetch notes. Map fields such as name, email, and phone to Cassidy fields and configure triggers to keep data in sync.
Secure API credentials by storing them in Cassidy’s encrypted settings and rotating keys regularly. Follow the principle of least privilege by granting only the needed scopes. Never log secrets or embed them in messages; use secret managers or environment variables.
Yes. You can set up triggers for notes and appointments so changes automatically propagate. Use endpoints like GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments and the corresponding create/update endpoints to keep data in sync.
If a contact is deleted in the API, the integration can reflect that change during a sync cycle, or you can configure a soft-delete handling to preserve history. Design workflows to gracefully handle missing data and avoid downstream errors.
Rate limits are managed by queuing requests and retrying with backoff. If limits are reached, adopt pauses and exponential backoff to maintain stability without losing data.
Error logs are available in Cassidy’s integration dashboard and the GHL API console. Look for HTTP status codes, timestamps, and detailed error messages to diagnose issues quickly.
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