Connect CircleLoop to the Contacts API by using your API key or OAuth credentials. Store credentials securely and follow least-privilege access.
In CircleLoop, configure your app credentials to authorize requests to the Contacts API endpoints listed below. Use the provided scope: contacts.readonly to limit access.
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; GET /contacts/; 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: when a contact is created or updated in CircleLoop, fetch the latest data from the Contacts API to keep records in sync.
Actions include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments to assemble a complete profile.
Methods to implement: GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments
Key fields: contactId, name, email, phone, lastUpdated
Trigger: a new or updated task in CircleLoop should be created or updated in Contacts API.
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; GET /contacts/:contactId/tasks
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Fields: taskId, title, status, dueDate
Trigger: adding or updating a tag on a contact to drive routing in CircleLoop.
Actions: POST /contacts/:contactId/tags
POST /contacts/:contactId/tags
Fields: tag, tagId
Faster onboarding with ready-made endpoints and templates for common workflows
Real-time data sync enables up-to-date contact records across systems
Automated workflows reduce manual data entry and boost productivity
Learn the essential terms used throughout this guide, including API, Endpoint, Authentication, Trigger, Action, and Field Mapping.
A set of rules that lets CircleLoop talk to the Contacts API to read and modify data.
A specific URL you call to perform an action in the API.
The process of verifying identity and granting access to the API.
A callback URL that the API calls to notify your system about events.
Automatically pull in updated contact details from the Contacts API when CircleLoop records change.
Create tasks in CircleLoop from important events in the Contacts API to keep teams aligned.
Use tags to route records to teams or stages based on API data.
Obtain and secure the API key or OAuth token and set the required scope: contacts.readonly.
Configure endpoint mappings and data fields between CircleLoop and the Contacts API.
Create automations that trigger on contact events and perform actions in either system.
Authentication is done via API key or OAuth token. Store credentials securely and rotate them regularly. Ensure the token has the required scope and follow best practices for credential management.
You can sync core contact data along with tasks, notes, and appointments. Map fields carefully to preserve data integrity, and use the endpoints that best fit your workflow for read and write operations.
Yes. Webhooks can notify your system of events. Configure callback URLs for relevant events and handle retries and security checks.
Rate limits depend on your plan. Implement exponential backoff and retry logic, and batch requests when possible to stay within limits.
Most list endpoints support pagination. Use page and per_page parameters or cursor-based pagination as documented, and fetch all pages in sequences for complete datasets.
Yes. You can create, update, and delete contacts using the corresponding POST, PUT, and DELETE endpoints. Implement proper checks to prevent data loss and confirm deletions.
Define field mappings between systems (e.g., name, email, phone, task title, dueDate). Use consistent data types and formats, and validate data during sync to avoid mismatches.
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Complete Operations Catalog - 126 Actions & Triggers
