Use your GHL API access token with the required scope of contacts.readonly. Include the token in the Authorization header as Bearer
Use ChartMogul API key and any necessary OAuth tokens to authorize the app to access GHL Contacts data. Store credentials securely and rotate keys regularly.
– 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 ChartMogul needs the latest details for a specific contact
Actions: fetch contact data, map fields to ChartMogul, update contact records as needed
GET /contacts/:contactId
Key fields: contactId, name, email, phone, tags, custom fields
Trigger: pull all tasks for a contact to sync with ChartMogul timelines
Actions: list tasks, update status, create new tasks
GET /contacts/:contactId/tasks
Key fields: taskId, title, dueDate, status, completed
Trigger: pull notes for context in ChartMogul
Actions: list notes, create notes
GET /contacts/:contactId/notes
Key fields: noteId, content, createdAt
No code data integration saves time and reduces manual exports
Automatic data sync across systems improves accuracy and decision making
Fast setup with ready made endpoints and templates for mapping fields
This glossary defines API terms, authentication methods, endpoints, triggers, and data mapping used in this guide
Application Programming Interface is a set of rules that allows software components to communicate with each other
Process of granting access and permissions to endpoints and resources
Verifying identity usually via API keys or OAuth tokens
A specific URL path that performs an action and returns data
Automatically generate tasks in ChartMogul when a contact is updated in GHL
Push GHL notes into ChartMogul activity feed to enrich contact history
Allow ChartMogul to push changes back to GHL for a complete data loop
Collect your GHL API token and ChartMogul API key from the developer consoles and store securely
Assign the contacts.readonly scope for GHL and map endpoints to ChartMogul fields
Run test requests, verify data integrity, and set up alerts for sync failures
You can authenticate with a bearer token from GHL or use OAuth depending on your setup. Tokens should be kept secure and rotated regularly. For ChartMogul, use your API key and any required OAuth scopes to authorize requests to GHL endpoints. This keeps data access controlled and auditable. If your organization uses a centralized identity provider, you can configure OAuth flow to simplify user consent and token refresh processes while maintaining strict security practices.
The integration exposes a range of endpoints for contacts, tasks, notes and more as listed in the endpoint catalog. You can fetch a single contact, pull tasks and notes for a contact, or create and update records. Use these endpoints to map fields to ChartMogul objects and drive workflows. Refer to the endpoint list for exact paths and required parameters, and ensure the proper auth token is included with each request.
The setup supports both no code and code approaches. You can use prebuilt connectors or Zapier to connect ChartMogul with GHL, or you can write custom REST calls to the endpoints. Choose no code for quick wins and coding for deeper customization and complex mapping.
Rate limits vary by endpoint and plan. Implement exponential backoff and retry logic, and consider batching requests where possible. Monitor quota usage in your dashboard and plan for retries during peak loads.
Yes, you can map custom fields between GHL and ChartMogul. Define field mappings in your integration layer and ensure data types align. This keeps contact records consistent across systems and supports custom workflows.
A sandbox or test environment is available in most setups. Use test tokens and sample data to verify your mappings and workflow logic before going live. This helps prevent data issues in production.
If a sync fails, check the error response from the API, verify credentials and scope, and confirm that the endpoint path is correct. Re-run the request after addressing the issue and set up alerts for future failures.
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Complete Operations Catalog - 126 Actions & Triggers
