Authenticate requests using your API token and the defined scope. Use secure storage for tokens and rotate credentials periodically.
Checkfront uses its own API token or OAuth flow. Ensure the token has read and write permissions for contacts as appropriate.
Available endpoints include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes for related data, POST /contacts/ to create a contact, PUT and DELETE variants for updates and removal, and additional endpoints for tasks, notes, appointments, and tags such as POST /contacts/:contactId/tasks and POST /contacts/:contactId/tags. You can also retrieve the full contact list with GET /contacts/. This page outlines how these endpoints map to Checkfront events and workflows.
Trigger: When a contact is created or updated in Checkfront, pull the latest data from the Contacts API.
Actions: Sync name, email, and phone; update notes as needed; reflect changes back to both systems.
Method Path: Use GET /contacts/:contactId to read and PUT /contacts/:contactId to update.
Key fields: contactId, email, name, phone
Trigger: A new order is placed in Checkfront.
Actions: Create a corresponding contact in the Contacts API with order data.
Path: POST /contacts/ or PUT /contacts/:contactId to upsert.
Fields: firstName, lastName, email, orderId
Trigger: Appointments or tasks update in Checkfront.
Actions: Create or update tasks in the Contacts API; attach appointment details to contact notes.
Methods: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId
Fields: taskId, status, dueDate, notes
Automate data flow without writing code and reduce manual data entry.
Maintain a single source of truth for contact data across systems.
Accelerate order to CRM workflows with real time updates.
Understand endpoints, triggers, actions, and how field mappings connect the two platforms.
A URL path that performs a specific operation against the API.
An event that starts a workflow or a data sync process.
A task executed in response to a trigger to move data between systems.
Mapping of data fields between Contacts API and Checkfront for accurate sync.
When a new Checkfront order is placed, automatically create a contact in the Contacts API with order details.
Push appointment data from Checkfront into the contact notes in the Contacts API for quick reference.
Sync task completion in Contacts API to reflect updated status back in Checkfront.
Collect API tokens for both systems and verify scopes and permissions.
Set up webhooks or polling to trigger data sync events between systems.
Run end-to-end tests and monitor for errors and retries.
The Contacts API supports token based authentication. Use your API token with secure storage and include the appropriate scope. For Checkfront, enable read and write access as needed. If you use OAuth, follow the standard exchange flow to obtain short lived tokens and refresh tokens. Always protect your credentials and rotate them periodically.
Start with the core endpoints such as GET /contacts/:contactId and POST /contacts/. These allow you to read and create contacts. Then extend to tasks, notes, and appointments as your workflow requires. Use proper field mapping to ensure data integrity.
Yes. Real time or near real time sync is possible depending on your webhook or polling configuration and API rate limits. Implement error handling and retries for reliability.
You can often set up most integrations without coding using the GHL interface and the Composer. Some complex mappings may require light scripting, but the platform supports no code options.
Map the fields in a one to one or many to one style depending on data. Create a field mapping document and test with sample records to ensure accuracy between systems.
Rate limits depend on your plan. Expect throttling if you exceed requests per minute. Implement exponential backoff and retries to maintain stability.
If a sync fails, check logs for the failing endpoint, verify credentials, and re-run the sync. Consider using retries and alerting to catch future failures.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
