Authorize requests to the Contacts API with your GHL credentials. Generate an API key or OAuth token with at least read permissions for contacts, and securely store it in Castmagic.
In Castmagic, enter your GHL API credentials and select the Contacts API scope (contacts.readonly). This establishes a secure connection between Castmagic and GHL.
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 GHL, fetch the latest details from the Contacts API.
Actions: pull contact records, update notes, and attach tasks in Castmagic.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, company
Trigger: when a new task is created or updated for a contact, push updates to Castmagic.
Actions: read tasks via GET /contacts/:contactId/tasks; create or update tasks via POST/PUT.
GET /contacts/:contactId/tasks
Key fields: contactId, taskId, status, dueDate
Trigger: notes or appointments updated in GHL trigger a sync in Castmagic.
Actions: fetch notes via GET /contacts/:contactId/notes and fetch appointments via GET /contacts/:contactId/appointments.
GET /contacts/:contactId/notes
Key fields: contactId, noteId, appointmentId, date
Fast setup with no coding required.
Drag-and-drop mapping and automated sync between Castmagic and GHL.
Real-time data consistency across your contacts, tasks, notes, and appointments.
Understand common terms and how data flows: endpoints, authentication, triggers, and actions between GHL and Castmagic.
A specific URL and HTTP method used to perform an action against the GHL API.
Process of proving identity to access API resources, usually via API keys or OAuth tokens.
An individual record in your CRM whose data is accessible through the Contacts API.
A to-do item linked to a contact, used to track activities.
Capture new leads from Castmagic and create contact records in GHL with assigned tasks.
Pull notes and past tasks to enrich contact profiles in GHL.
Trigger reminders and create tasks based on interactions to keep contacts engaged.
Obtain your GHL API key or OAuth token and set the scope to contacts.readonly.
Enter credentials, select the Contacts API scope, and map fields for contacts, tasks, notes, and appointments.
Run a test sync, verify data integrity, and enable automated syncing.
The Castmagic integration with the Contacts API lets you read and manage your contact data, along with associated tasks, notes, and appointments, without writing code. It centralizes data flow between Castmagic and GHL so teams can act on up-to-date information. You can set up triggers to sync changes automatically and keep records consistent across platforms. This integration is designed for simplicity and reliability, minimizing manual steps while delivering robust data access for automations.
Castmagic can access a range of endpoints to support common workflows, including reading a contact, pulling tasks, notes, and appointments, and creating or updating records as needed. Endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks are core, while POST, PUT, and DELETE calls enable robust lifecycle management of contacts and related items.
No heavy coding is required. The setup is designed for a no-code/low-code experience where you paste API credentials into Castmagic and map fields. You can create automations and tests using the UI, reducing development time and complexity.
Testing is performed through a sandbox or staging connection in Castmagic. After entering credentials, run a test sync to verify that contact data, tasks, notes, and appointments flow correctly. Review logs for any errors and adjust mappings as needed before going live.
Castmagic can read contact details and related items (tasks, notes, appointments) and update or create records as part of automations. Permissions depend on the configured scope (e.g., contacts.readonly or broader). Always follow least-privilege principles when granting access.
Authentication should use secure methods supported by GHL, typically API keys or OAuth tokens. Store credentials in Castmagic securely, rotate credentials periodically, and avoid exposing tokens in logs or UI. Use HTTPS for all API calls.
API credentials are typically found in your GHL account under developer or integration settings. Create or view existing API keys or OAuth clients, then copy the necessary values into Castmagic’s integration setup. If you’re unsure, consult your admin or GHL support.
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