To use the Contacts API you need an access token with the contacts.readonly scope. Use OAuth 2.0 or API key methods provided by the portal and include the token in the Authorization header. This integration covers the endpoints 1 to 17 for read operations unless you request additional permissions.
ChatDaddy authenticates with the GHL API using OAuth credentials (client ID and secret) to obtain access tokens. Store credentials securely and rotate them periodically; keep tokens secret and refresh before expiry.
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; contacts.write; 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 ChatDaddy
Create or update the matching contact in Contacts API; pull related tasks and notes; optionally tag the contact
PUT /contacts/:contactId
contactId, email, fullName
Trigger When a new task is created or updated in Contacts API
Create or update tasks in ChatDaddy; map status, due date, and completion
POST /contacts/:contactId/tasks
taskId, status, dueDate
Trigger When a note is added or updated in Contacts API
Create or update notes in ChatDaddy; fetch note content and related contact
POST /contacts/:contactId/notes
id, noteContent
Fast setup with no coding required
Access to core data like contacts, tasks, notes, and appointments from a single platform
Automations and workflows that trigger CRM actions without custom development
This glossary explains endpoints, triggers, actions, and data mappings used when integrating the ChatDaddy app with the Contacts API
A URL that performs a specific action in the API such as retrieving or updating a contact
Authorization framework that issues access tokens after user consent
An architectural style for building web services using standard HTTP methods
Permissions granted to an app to access certain data in the API
Automatically assign tags to contacts when they interact with messages to segment workflows
Generate a weekly summary of active contacts, overdue tasks, and upcoming appointments and push to your team channel
Create automated follow-up tasks when a contact opens an email or creates a new note
Sign in to the API portal for ChatDaddy and generate client ID and secret.
Request the contacts.readonly scope and any additional permissions you need for writes.
Use a test contact to verify endpoints and confirm field mappings for contactId, email, and name.
The Contacts API exposes endpoints to read contact data, including individual contacts, their tasks, notes, and appointments. You can also list all contacts and fetch business-related data. You can perform read operations using the contacts.readonly scope.
Authentication is handled via OAuth 2.0; obtain an access token using your ChatDaddy app credentials. Include the token in your requests using the Authorization header. If supported, use the refresh token flow to keep access continuous.
The contacts.readonly scope allows reading contacts, their tasks, notes, and appointments; it does not grant write access by default. If you need write capabilities, request additional scopes such as contacts.write.
Yes, with additional permissions you can create, update, or delete contacts and tasks via the supported endpoints. Use POST to create, PUT to update, and DELETE to remove records. Handle responses and errors gracefully.
Webhooks are not shown in the core endpoints list; you can poll for updates or enable webhooks if supported by the API version or via your app integration. Check the developer portal for webhook availability and setup instructions.
The setup is designed for no-code integration using the Zapier App Connector; you can connect using OAuth credentials and standard endpoints. For advanced scenarios, small scripts can extend functionality, but many automations require no code.
Test connections by creating a test app in the ChatDaddy portal and issuing sample API calls against endpoints like GET /contacts/:contactId. Validate field mappings and error handling in a sandbox environment before going live.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
