How to connect Chatsimple to the Contacts API (GHL)

Effortless data synchronization between Contacts API and Chatsimple

Steps to connect Contacts API with Chatsimple

This guide explains how Chatsimple can securely connect to the GHL Contacts API, discover endpoints like retrieving contacts, tasks, and notes, and start syncing data for a seamless workflow.

Authenticate the GHL Contacts API connection

Use OAuth credentials with the scope contacts.readonly to authorize Chatsimple to access Contacts data from GHL.

Authenticate Chatsimple permissions

In Chatsimple, connect your GHL account by providing your API credentials and selecting the correct scope to enable read access for Contacts data.

GHL Endpoints used by Chatsimple

Key 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

Top 3 connection patterns for Contacts API with Chatsimple

1) Retrieve and sync a contact's details

Trigger: when a contact is updated in GHL

Actions: pull contact data into Chatsimple and update related tasks or notes

GET /contacts/:contactId

contactId, name, email

Top 3 connection patterns for Contacts API with Chatsimple

2) Manage contact tasks across apps

Trigger: new or updated tasks in GHL

Actions: create or update tasks in Chatsimple and sync status

POST /contacts/:contactId/tasks

contactId, taskId, status

Top 3 connection patterns for Contacts API with Chatsimple

3) Sync notes and meeting summaries

Trigger: notes updated in GHL

Actions: pull notes into Chatsimple and attach to the corresponding contact

GET /contacts/:contactId/notes

contactId, notesId

No-code benefits of connecting GHL with Chatsimple

Zero code integration lets teams connect data in minutes without custom development

Automated data synchronization reduces manual updates and keeps records current

Faster onboarding and scalable workflows across your CRM and support touchpoints

Key terms and glossary

Core concepts you should know when integrating GHL and Chatsimple, including endpoints, triggers, actions, and data fields.

API endpoint

A specific URL that allows a program to access or modify data in a service.

Trigger

An event that starts an automation or workflow.

Action

An operation performed in response to a trigger.

Scope

The level of access granted to an app, for example readonly.

People also Search for:

Three creative ideas for using Contacts API with Chatsimple

Idea 1: Auto-create onboarding tasks when a new contact is added

Set up a trigger on new contact creation to generate onboarding tasks in Chatsimple.

Idea 2: Tag-based workflows between GHL and Chatsimple

When a tag is assigned in GHL, push a corresponding tag or label in Chatsimple and segment records.

Idea 3: Notes-driven summaries

Sync meeting notes from GHL into Chatsimple notes to power knowledge bases and follow-ups.

Three steps to connect Contacts API with Chatsimple

Step 1: Authenticate and authorize

Create OAuth credentials in GHL and grant the scope contacts.readonly to Chatsimple.

Step 2: Configure endpoint mappings

Map the endpoint paths in Chatsimple and verify data flow with test calls.

Step 3: Enable ongoing sync

Set up scheduled syncs or webhooks to keep data up to date.

FAQ

What endpoints are available for the Chatsimple integration?

The Chatsimple integration with the GHL Contacts API exposes endpoints for retrieving contacts, tasks, notes, appointments, and more. You can also create and update contacts and tasks when you have the proper permissions. Use test calls to verify responses before enabling automation. Next, review your OAuth scopes and ensure the app is granted the read only access you need, and consider requesting additional write permissions if your workflows require it.

Read-only access is sufficient for many reporting and viewing tasks, especially when you only need to pull data into Chatsimple. If you need to modify records or create tasks, you will need write permissions and appropriate scopes. Plan your data flows accordingly to minimize exposure.

Start by attempting a GET call to a known contact ID in a safe test environment. Use the sample payloads in the docs and verify status codes and response shapes. If you see errors, check credentials, scope, and endpoint paths. Use sandbox or development accounts when available.

Yes, provided you have the write permissions and correct scopes. Use POST to create new contacts or POST /contacts/:contactId/tasks to create tasks. For updates, use PUT methods on the appropriate endpoints. Always validate responses and handle errors gracefully.

Respect rate limits by batching requests, using exponential backoff retries, and caching results when possible. Implement idempotent calls for safe retries and monitor API usage with your logs and dashboards.

If a field is renamed or removed, adjust your endpoint mappings and data mappings in Chatsimple. Keep a field aliasing strategy and maintain a mapping table so you can translate between GHL and Chatsimple data schemas.

Consult the official docs for GHL and Chatsimple, and reach out to support if you need tailored assistance. Many teams find it helpful to join our community forum or Slack channel for real-time tips and known issues.

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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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