Access to the Contacts API requires a valid OAuth token with the scope: contacts.readonly. Include the token in the Authorization header for every request.
Chatbase uses the same OAuth token to call the GHL Contacts API. Add the token to the Authorization header when making API calls.
Endpoints 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: Look up a contact to fetch current details, plus related tasks and notes as needed.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
GET /contacts/:contactId
Key fields: contactId, name, email, status
Trigger: Open a contact to view tasks and notes.
Actions: GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
GET /contacts/:contactId/tasks
Key fields: taskId, taskTitle, dueDate, status
Trigger: New or updated contact in Chatbase should sync to Contacts API and apply tags as specified.
Actions: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tags
POST /contacts/ and PUT /contacts/:contactId, POST /contacts/:contactId/tags
Key fields: contactId, name, email, tags
Real-time data sync between Chatbase and the Contacts API keeps contact records up to date across systems.
Automate workflows with triggers and actions in a visual builder, reducing manual data entry.
Centralized logging and error visibility for faster troubleshooting and maintenance.
This section defines core terms used throughout this guide: endpoint, trigger, action, auth, token, and payload, plus how they relate to connecting GHL with Chatbase.
The process of proving identity to access the GHL API; typically via OAuth tokens included in request headers.
A specific URL path exposed by the API that performs a function.
A standard for token-based authorization used by GHL to grant access.
The data sent in a request or returned in a response; typically JSON.
Automatically apply tags when a new contact is created to organize your CRM and trigger tailored automations.
Push task deadlines into Chatbase to trigger reminders and keep teams aligned.
Keep notes synchronized between Chatbase and Contacts API for richer context and collaboration.
Obtain an OAuth token with the required scope and configure Chatbase to use it in the Authorization header.
Select endpoints needed for your workflow and define field mappings (e.g., contactId, name, email, tags).
Run test requests, verify responses, and monitor for errors before enabling live automation.
Use OAuth tokens in the Authorization header. Include the scope required for your actions (e.g., contacts.readonly for read access). Bearer tokens should be used in the format Authorization: Bearer
Start with retrieving a contact: GET /contacts/:contactId to confirm connectivity and data shape. Then expand to fetch related data like tasks and notes with GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to understand response formats and mapping needs.
Yes. Update operations are supported via PUT /contacts/:contactId and POST /contacts/:contactId/tasks for tasks. Use PUT to modify existing records and ensure your payload includes the identifier fields (e.g., contactId or taskId) to avoid creating duplicates. Validate responses and handle idempotency as needed.
No-code setup is possible using Chatbase’s builders or Zapier-like flows to connect the Chatbase app with the Contacts API. You can map fields and define triggers without writing code, though some complex mappings may benefit from light scripting or a middleware layer. Always test in a sandbox before going live.
Common errors include 401 unauthorized, 403 forbidden, 404 not found, and rate limit responses. Solutions: verify your token and scope, confirm endpoint paths, ensure contactId correctness, and implement exponential backoff retries for 429 responses. Monitor logs for patterns to adjust mappings.
The endpoint list appears in the ENDPOINTLIST section of this guide. You can also access the full API docs for endpoint details, required fields, and response schemas. If you need a tailored subset, describe your workflow and we can map the essentials.
Best practices for tagging include using a consistent naming convention, avoiding duplicates, and applying tags at the point of data creation or update. Consider using hierarchical or category-based tags and standardize tag keys across workflows to improve searchability and automation triggers.
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Complete Operations Catalog - 126 Actions & Triggers
