Requests to the Contacts API require a valid API key with the scope contacts.readonly. Include the header Authorization: Bearer {your_api_key} for each call. Use OAuth if your setup requires it, and rotate credentials regularly.
In ChargeDesk, connect your GHL account using your API key and authorize the integration. Ensure the GHL API key has the necessary scope and grant permissions to read and write contact data as needed.
Endpoints used in this integration 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/tasks/:taskId, POST /contacts/:contactId/tags
Trigger: when a contact is created or updated in GHL, ChargeDesk syncs the contact and related tasks.
Actions: upsert contact data in GHL, create or update tasks, populate notes.
Endpoints involved: GET /contacts/:contactId, PUT /contacts/:contactId, POST /contacts/, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks
Key fields: contactId, email, name, taskId, taskStatus, notes
Trigger: on new leads in ChargeDesk, fetch contact data in GHL and create qualification tasks in the workflow.
Actions: update or create contact in GHL, create lead-related tasks, tag records for follow-up.
Endpoints: POST /contacts/, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, businessId, tags
Trigger: when notes are added in GHL, copy to ChargeDesk notes and attach to the contact.
Actions: create notes in ChargeDesk, link to tasks as needed.
Endpoints: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes
Key fields: noteId, contactId, content
No custom code is required—configure the integration in ChargeDesk using the provided endpoints and test data.
Faster implementation with pre-mapped fields and triggers, reducing time-to-value.
Centralized management and simpler maintenance from a single dashboard.
This glossary defines the key terms and processes used in the integration between GHL Contacts API and ChargeDesk.
A specific URL exposed by the API that allows a client to perform an action or request data, e.g., GET /contacts/:contactId.
The method used to prove identity to the API, typically via API keys or OAuth tokens attached to requests.
An HTTP callback that notifies your app about events such as created or updated records.
A cap on how many API requests can be made in a given time window to protect the service.
Auto-create welcome tasks, attach onboarding notes, and schedule an intro call when a new contact is added.
Tag new leads, assign nurturing tasks, and trigger follow-ups based on contact activity.
Regularly sync notes and tasks to surface stale or inactive contacts for re-engagement.
Obtain a GHL API key with the contacts.readonly scope and add the integration in the ChargeDesk dashboard.
Map the endpoints you plan to use and set triggers for create, update, notes, tasks, and tags.
Run tests, validate data sync, and monitor logs in ChargeDesk for any failures.
Yes. This is a no-code integration built to connect ChargeDesk with the GHL Contacts API using pre-built endpoints and webhooks. You don’t need to write code to start syncing data. You can configure the integration in the ChargeDesk dashboard and enable only the endpoints you need. This makes it easy to start quickly and scale later. You can customize what gets synced and when by configuring triggers in the ChargeDesk dashboard, selecting the endpoints you want to use, and mapping fields between the two systems to ensure data consistency.
The primary endpoints for syncing include: GET /contacts/:contactId, GET /contacts/, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, GET /contacts/:contactId/appointments, and POST /contacts/:contactId/tags. Additional endpoints can be used as needed and are available in the integration guide. If you need more endpoints, you can extend with POST /contacts/:contactId/tasks, POST /contacts/:contactId/tags, and other endpoints listed in the integration guide.
Authenticate by providing a GHL API key with the required scope in the Authorization header. ChargeDesk passes the key to the GHL API on each request. If your setup uses OAuth, ensure tokens are valid and refreshed before expiry. Rotate credentials regularly and store them securely. For added security, limit the API key to the minimum required scope (e.g., contacts.readonly) and monitor usage for unusual activity. Implement retry logic in your app to handle transient auth errors gracefully.
Yes. Triggers can be customized in the ChargeDesk dashboard. You can choose events like contact created, updated, task completed, or notes added to drive actions. You can also set filters to run actions only for certain contacts or conditions. Use field mappings to ensure the right data is moved between GHL and ChargeDesk and test triggers with sample data before going live.
The API enforces rate limits defined by GHL. When you exceed the quota, requests may be throttled. Plan your sync cadence and batch operations where possible to avoid hitting limits. Implement exponential backoff retries for failed requests, and consider staggered or scheduled syncs to maintain consistent data without interruptions.
If a sync fails, check the ChargeDesk logs for error messages, rate limits, or missing fields. Verify endpoint availability, credentials, and that the correct scopes are configured. Re-run the operation after fixing issues and monitor the dashboard for updated status. If problems persist, consult the integration guide or contact support with the error codes and timestamps to accelerate resolution.
Logs and errors can be viewed in the ChargeDesk dashboard under Integrations > GHL Contacts API. Enable webhooks and review API response codes to diagnose problems. If you cannot resolve an issue, collect the error details and reach out to support for assistance.
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