Authentication relies on OAuth 2.0 tokens with a defined scope, such as contacts.readonly. Obtain client credentials from your GHL developer settings and include the access token in every request.
ChargeOver authenticates with the GHL API using OAuth 2.0 tokens and requires permission to access contacts data. Configure your app in GHL and securely store tokens to maintain a live connection.
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; GET /contacts/:contactId; GET /contacts/:contactId/tasks; POST /contacts/:contactId/tasks; POST /contacts/:contactId/tags; POST /contacts/; PUT /contacts/:contactId; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId; DELETE /contacts/:contactId;
Trigger: when a contact is opened in ChargeOver, fetch the latest tasks and notes to display current context.
Actions: pull GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes; use PUT/POST to update or create tasks as needed.
GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
contactId, taskId, noteId
Trigger: new or updated notes in ChargeOver push to the Contacts API in real time.
Actions: POST /contacts/:contactId/notes, GET /contacts/:contactId/appointments, PUT /contacts/:contactId/notes as needed.
POST /contacts/:contactId/notes, GET /contacts/:contactId/appointments
contactId, notesId, appointmentId
Trigger: milestone changes in ChargeOver create or update related GHL tasks.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId, status
Faster lead-to-customer workflows with automated data sync reduces manual data entry.
Real-time updates keep contact records in sync across apps, reducing data drift.
Automated task creation and reminders improve follow-ups and close rates.
This section defines essential elements: API endpoints, authentication, data mapping, and automation workflows that connect ChargeOver with the GHL Contacts API.
Application Programming Interface: a defined set of rules that enables software components to communicate.
OAuth 2.0 is an authorization framework that enables apps to obtain access tokens for API calls without sharing user credentials.
Webhook: a URL endpoint that GHL can call to notify ChargeOver about events, enabling real-time syncing.
An Endpoint is a specific API URL path that exposes a resource or action.
Capture new leads in ChargeOver and automatically create or update a contact in the GHL Contacts API.
When ChargeOver milestones update, create or adjust corresponding GHL tasks via the API.
Send automated reminders from ChargeOver to GHL notes or comments to keep teams aligned.
Register ChargeOver as an app in the GHL developer portal and obtain client ID and client secret.
Request the contacts.readonly scope and any additional permissions your workflow requires.
Run end-to-end tests against endpoints like GET /contacts/:contactId to validate data flow, then monitor sync logs.
ChargeOver connects to the GHL Contacts API using OAuth 2.0 tokens tied to your app. Each API call must include an Authorization header with a valid bearer token and the defined scope (e.g., contacts.readonly). Ensure tokens are refreshed before expiration. Keep credentials secure, rotate them regularly, and use least-privilege permissions to minimize risk in production.
For basic sync, use GET endpoints to retrieve contacts and related data: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes. For write operations, ensure your app has the contacts.write scope and use POST/PUT as needed. Pair reads with writes carefully to maintain data integrity.
Handle errors using standard HTTP status codes and implement retries with exponential backoff. Log error details and map API error codes to user-friendly messages. If a rate limit is hit, back off and retry after the advised window; consider caching frequently requested data.
Yes, you can create tasks in GHL from ChargeOver using POST /contacts/:contactId/tasks and update them with PUT. You can also mark tasks as completed with PUT /contacts/:contactId/tasks/:taskId/completed. Use proper field mappings to ensure task data aligns with your workflow.
Rate limits depend on your GHL plan; exceeding limits may slow or block requests. Implement backoff and caching, and consider requesting higher limits from your GHL account team if your automation requires it.
Yes, you can map custom fields by using the API field names in your requests. Update mappings in ChargeOver to include custom fields and handle missing fields gracefully in your integration logic.
View logs in your ChargeOver integration dashboard and in GHL’s developer portal where available. Enable verbose logging for troubleshooting and export logs for audits and compliance.
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Complete Operations Catalog - 126 Actions & Triggers
