How to Connect Chargify to Contacts API

Synchronize Contacts data with Chargify using the GHL API

Step-by-step guide to linking Contacts API with Chargify

This guide explains authentication, endpoint usage, and practical examples to connect the GHL Contacts API with Chargify for seamless data flow.

Authentication for Contacts API

Authenticate API calls with your GHL access token and keep credentials secure in your app. Use the recommended authentication method for requests to the Contacts API.

Authentication for Chargify

Authenticate Chargify calls using your Chargify API token. Store credentials securely and rotate keys as needed.

Contacts API Endpoints Overview

Key endpoints cover reading, creating, updating, and deleting contacts, plus related data (tasks, notes, appointments, and tags). Examples include: GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and additional endpoints for tasks, notes, and tags.

Top 3 connections between Contacts API and Chargify

1) Real-time contact sync

Trigger: a contact is created or updated in GHL to immediately reflect changes in Chargify.

Actions: fetch contact data via GET /contacts/:contactId and upsert in Chargify using POST /contacts/ or PUT /contacts/:contactId.

GET /contacts/:contactId

Required fields: contactId, email, firstName, lastName, phone

Top 3 connections between Contacts API and Chargify

2) Customer provisioning in Chargify

Trigger: a new GHL contact creates a corresponding Chargify customer.

Actions: POST /contacts/ to create a Chargify customer; map essential fields; store the Chargify customerId for future syncs.

POST /contacts/

Key fields: email, name, phone, businessId

Top 3 connections between Contacts API and Chargify

3) Notes, tasks, and data enrichment

Trigger: updates to a GHL contact prompt creation or update of notes and tasks in Chargify.

Actions: POST /contacts/:contactId/notes, POST /contacts/:contactId/tasks, and PUT /contacts/:contactId to keep fields aligned.

POST /contacts/:contactId/notes; POST /contacts/:contactId/tasks; PUT /contacts/:contactId

Key fields: contactId, noteId, taskId

No-code benefits when connecting GHL to Chargify

Faster onboarding by auto-provisioning Chargify customers as they enter GHL.

Cleaner, unified data across GHL and Chargify reduces duplicates and manual work.

Powerful automations remove repetitive data entry and human error.

Key terms and glossary

This glossary defines the terms and processes used to connect GHL’s Contacts API with Chargify, including authentication, endpoints, and data mapping.

Contacts API

GHL’s API surface for reading and managing contacts, tasks, notes, appointments, and related data.

Chargify

Billing and subscription platform integrated via the API to manage customers and charges.

API Endpoint

A path and HTTP method used to perform a specific action against an API.

Authentication

Token-based or key-based proof of identity for API requests, ensuring secure access.

People also Search for:

3 Creative ideas for connecting Contacts API with Chargify

Idea 1: Real-time contact to customer provisioning

Automatically create Chargify customers when a contact is created or updated in GHL, ensuring accurate billing and onboarding.

Idea 2: Automated notes and tasks sync

Sync notes and tasks from GHL to Chargify to keep all customer context in one place.

Idea 3: Role-based access and security checks

Implement access controls and audit trails for API calls between GHL and Chargify.

3 steps to connect Chargify with Contacts API

Step 1: Gather credentials

Collect GHL API token and Chargify API token, set scopes, and test in a sandbox environment.

Step 2: Map endpoints and fields

Define mappings between GHL contact data and Chargify customer fields; configure endpoint calls and error handling.

Step 3: Test, monitor, deploy

Run tests, enable logging, review results, then deploy to production.

FAQ

What data can I sync between GHL and Chargify?

You can sync core contact data, including names, emails, and IDs, between GHL and Chargify. This ensures you have the latest customer context in billing and CRM. You can also sync related data such as notes, tasks, and appointments to keep teams aligned. For best results, map fields carefully and validate data formats before upserting records. The setup supports real-time and batched synchronization to fit your workflow.

Authentication uses tokens or API keys issued by GHL and Chargify. Store tokens securely, rotate regularly, and apply least-privilege scopes. Use sandbox/test credentials during implementation. Include error handling for expired tokens and unauthorized requests. Monitor token validity and automate renewal where possible.

Typical required endpoints include GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, plus related endpoints for tasks, notes, and tags. Map fields one-to-one where possible, and use IDs to link records across systems. Depending on your needs, you may also call GET /contacts/ to list records and GET /contacts/business/:businessId for business-level data.

Yes. You can enable automated syncing of notes and tasks by triggering events from GHL to Chargify. Keep in mind rate limits and ensure you batch updates when appropriate to avoid throttling. Use idempotent operations to prevent duplicates when retries occur.

Yes, there can be API rate limits. Plan around batching and backoff strategies. Use webhooks where available to receive real-time updates without polling. Implement retry logic and monitor usage dashboards to stay within quotas.

When errors occur, log details, retry with exponential backoff, and alert your team. Implement idempotent endpoints to avoid duplicate records. Validate inputs, handle network failures gracefully, and maintain a clear incident workflow.

Monitor the integration via dashboards that show API usage, error rates, and sync status. Set up alerts for failures or latency and review audit trails regularly to ensure data integrity and security.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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