To connect Circle to Contacts API, obtain your GHL API credentials and configure OAuth or API key-based access. Ensure scopes align with your needs (readonly for viewing, write for updates).
Grant Circle permission to read and manage your Contacts data, including tasks, notes, and appointments, via a secure OAuth flow or API key integration.
There are numerous endpoints available in the Contacts API. Circle typically uses: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments and related create/update endpoints when needed.
Trigger: On demand fetch of the full contact profile when a contact is opened in Circle.
Actions: pull GET /contacts/:contactId and related notes/tasks to present a complete view inside Circle.
Methods/Paths: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes.
Key fields: contactId, userId, lastUpdated.
Trigger: When a task is created or updated in Circle, sync status and due dates from the API.
Actions: use POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId to manage tasks, plus notes endpoints for context.
Methods/Paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status, dueDate
Trigger: Change events from the Contacts API are pushed to Circle in near real-time.
Actions: subscribe to webhook events for contacts, tasks, notes; update Circle records accordingly.
Methods/Paths: GET /contacts, GET /contacts/:contactId, GET /contacts/:contactId/tasks
Key fields: contactId, eventId, timestamp
No-code dashboards: visualize contact health, task status, and notes in Circle without writing a line of code.
Faster automation: trigger actions between Circle and Contacts API using built-in tools and simple configurations.
Secure access: manage credentials and scopes with a friendly OAuth flow and role-based access.
Learn the essential terms and processes to master Circle integration with the Contacts API, including endpoints, triggers, actions, and data fields.
A specific URL path used to perform a defined operation, such as GET /contacts/:contactId to retrieve a contact.
An authorization framework that allows Circle to access the Contacts API securely on behalf of a user.
A method for the API to push real-time updates to Circle when data changes.
A set of permissions granted for API access, such as readonly or write.
Automatically create tasks in Circle when changes occur in a contact record, ensuring your team stays aligned.
Consolidate duplicate contacts by syncing data from different sources into Circle via the Contacts API.
Pull notes and activity history into Circle to craft context-rich outreach messages.
Register your Circle app in the GHL developer portal and generate API credentials with the appropriate scope.
Set up OAuth flow or API key-based authentication and test access to GET /contacts/:contactId.
Create automations in Circle that trigger on contact events and call the Contacts API endpoints.
No-code connection is possible using Circle’s built-in connectors. You can authenticate and set scopes through the UI, then map data fields between Circle and Contacts API without writing code. If you need advanced logic, use the automation tools to extend the flow.
Common endpoints include GET /contacts/:contactId for details, GET /contacts/:contactId/tasks for tasks, and GET /contacts/:contactId/notes for notes. For updates, PUT and POST endpoints are used as needed.
Data is transmitted over HTTPS with token-based authentication. Circle stores credentials securely and supports least-privilege scopes.
Read access is provided by the readonly scope; write access requires additional permissions and careful testing in a sandbox environment.
Yes. Webhooks can notify Circle of changes in Contacts API data so you can react in real time.
Test in a staging environment using sample contacts and tasks. Verify endpoint responses and data mappings before production.
API docs are available in the official developer portal for the Contacts API. You can access endpoint references, authentication guides, and example payloads.
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