Authenticate requests to the GHL Contacts API using your API key and the scope set to contacts.readonly. Store credentials securely and rotate them regularly.
Chatra will use the provided credentials to authorize data access to the Contacts API. Use OAuth or API keys as configured, and never expose secrets in the template or client-side code.
End points 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 – 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: New chat in Chatra
Actions: Retrieve or create the contact in GHL, attach initial chat metadata, and optionally create a welcome task
Method path examples: POST /contacts/ to create, GET /contacts/:contactId to fetch
Key fields: email, name, phone, chatId, lastChatAt
Trigger: Chat message added or updated
Actions: Post new notes to /contacts/:contactId/notes or update existing notes
Method paths: POST /contacts/:contactId/notes, PUT /contacts/:contactId/notes/:id
Fields: contactId, noteId, content, timestamp
Trigger: Topic detected in Chatra
Actions: Create tags and assign tasks via POST /contacts/:contactId/tags and POST /contacts/:contactId/tasks
Method paths: POST /contacts/:contactId/tags, POST /contacts/:contactId/tasks
Fields: contactId, tagName, taskTitle, dueDate
Unified contact data across Chatra and your CRM for complete context
Real-time sync reduces duplicates and speeds up follow-ups
Automation: create notes, tasks, and tags without writing code
This glossary covers essential elements and processes: contacts, notes, tasks, tags, and the API endpoints used to connect Chatra with the GHL Contacts API.
A person record stored in GHL with identifiers like contactId, name, email, and phone.
A piece of information linked to a contact, such as a chat summary or update.
An action item assigned to a teammate, linked to a contact and tracked with status and due date.
An API route you call to read or write data in GHL.
When a Chatra chat starts, automatically create or update a contact in Contacts API and log a welcome note.
Bridge Chatra notes to the contact’s notes in GHL for a complete conversation history.
Automatically tag and assign tasks based on chat topics to streamline follow-up.
Obtain API keys or OAuth credentials from GHL and configure your Chatra integration.
Enter endpoints, field mappings, and authentication details in your automation tool.
Run tests with a sample chat, verify data flow, and then go live.
No-code or low-code options let you connect Chatra to the Contacts API without writing server-side code. Use automation tools to set up the trigger and actions. If you do choose to code, you can leverage the endpoints listed to tailor custom workflows.
Chatra conversations can pull contact details, notes, and tasks from the Contacts API to keep agents informed in real time. Updates from Chatra can push back to GHL to keep contact records current, including changes to notes, tasks, and tags.
Yes. You can automatically create tasks and notes in GHL when certain chat events occur in Chatra, such as new inquiries or follow-ups. Map fields like due dates, responsible team, and tag assignments to ensure the right actions happen without manual input.
Security is maintained through standard methods such as OAuth or API keys with scoped access. Data is transmitted over secure channels and secrets should be stored safely and rotated regularly.
To disconnect, revoke credentials in GHL, remove the Chatra integration, and delete any webhooks or API connections configured for this flow.
For basic sync, you typically need endpoints to read contacts, notes, and tasks (such as GET /contacts/:contactId, GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks) along with a way to authenticate and map fields between Chatra and GHL.
Yes. Field mappings are customizable; you can map chat identifiers to contact fields, map note content to notes, and align task titles and due dates to write the exact data you need into GHL.
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