Requests to the Contacts API require OAuth 2.0 tokens scoped to contacts.readonly. Keep tokens secure, refresh before expiry, and use the proper redirect URIs for your app.
In CheckoutJoy, authorize your app to access Contacts API data using OAuth, then store tokens securely to enable seamless data sync.
The Contacts API exposes endpoints to retrieve and manage contacts, tasks, notes, and appointments. Commonly used 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, plus write and manage endpoints such as 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, and POST /contacts/:contactId/tags.
Trigger: When a contact is opened in CheckoutJoy, pull the contact profile and related tasks from the Contacts API.
Actions: Use GET /contacts/:contactId to fetch profile and GET /contacts/:contactId/tasks to fetch tasks; populate CheckoutJoy fields accordingly.
GET /contacts/:contactId
contactId, fields to return (name, email, phone), scope: contacts.readonly
Trigger: When a note is added or updated in CheckoutJoy, fetch notes via the Contacts API.
Actions: Use GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id to pull notes into CheckoutJoy.
GET /contacts/:contactId/notes
contactId, id, note content
Trigger: When a task is created or updated in CheckoutJoy, sync with the Contacts API.
Actions: Use POST /contacts/:contactId/tasks to create tasks, PUT /contacts/:contactId/tasks/:taskId to update, and DELETE /contacts/:contactId/tasks/:taskId to remove.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; DELETE /contacts/:contactId/tasks/:taskId
contactId, taskId, title, status, dueDate
Automate data flow between CheckoutJoy and the Contacts API without writing code, using visual automations and presets.
Real-time data synchronization ensures your teams always see the latest contact, task, and note information across apps.
Centralized access to contact data enables streamlined workflows and faster decision making.
This glossary defines endpoints, triggers, actions, and common data fields used when connecting CheckoutJoy with the Contacts API.
The GHL API is the programmatic interface used to access Contacts API data from CheckoutJoy. Use OAuth 2.0 tokens and defined endpoints to read contact data.
A URL that represents a specific function in the Contacts API, such as GET /contacts/:contactId or POST /contacts/:contactId/tasks.
The standard protocol used to authorize and authenticate requests to the Contacts API, providing access tokens with scopes.
A unique identifier for a contact in the Contacts API used in path parameters like /contacts/:contactId.
Automatically pull profile data from the Contacts API to enrich CheckoutJoy contact records in real-time, reducing manual data entry.
Create and sync tasks between CheckoutJoy and the Contacts API to keep teams aligned and on track.
Aggregate notes from the Contacts API into CheckoutJoy for a complete activity history.
Register your app in the GHL developer console, obtain client ID and client secret, and set your OAuth redirect URIs.
Request access tokens with the contacts.readonly scope and store refresh tokens securely.
Test API calls in a sandbox, then deploy your integration to production.
No extensive coding is required. CheckoutJoy and the Contacts API can be connected using visual automation tools and standard OAuth flows. Start by configuring a connection in your app connector, then map fields between CheckoutJoy and the Contacts API. If you’re already using Zapier or a similar tool, you can leverage pre-built actions and triggers. You can still customize advanced behavior with simple condition logic and field mappings to suit your workflow.
With the contacts.readonly scope, you can retrieve contact profiles, their tasks, notes, and appointments, plus the ability to enumerate contacts. You can read the core contact fields (name, email, phone) and related items like tasks and notes. For write operations, a broader scope would be required. Always respect privacy and data handling rules when syncing data across apps.
OAuth 2.0 tokens expire; you should refresh tokens using the refresh_token grant flow before expiry. Revoke tokens from the developer console if a credential is compromised. Implement token storage with encryption and rotate credentials periodically to maintain security.
Rate limits depend on your GHL plan and API usage. Plan for bursts during syncs, implement exponential backoff, and retry failed requests with a sane cap. If you hit limits, consider staggering syncs or batching requests where supported.
With the defined scope (readonly) you can read data. Writes require elevated permissions (write or admin scopes). If you need to create or update contacts, tasks, or notes, request expanded scopes and adjust your app’s permissions accordingly.
Yes. A sandbox or staging environment is recommended for testing API calls before production. Use test contacts, tasks, notes, and IDs to verify integrations without affecting real data.
If a request fails, review the error payload for an error code and message. Common issues include invalid tokens, insufficient scope, missing required fields, or rate limiting. Implement proper error handling and fallbacks in your automation to recover gracefully.
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Complete Operations Catalog - 126 Actions & Triggers
