Use a secure method to authorize the Contacts API so Clarity CRM can access contact data. Obtain access tokens and configure scopes for read and write as needed.
Confirm Clarity CRM credentials and grant API access to allow the app to manage contacts, tasks, and notes.
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
Trigger when you need the latest contact snapshot and activities
Fetches contact data, tasks, notes, and appointments to populate Clarity CRM views
GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
contactId, lastModified
Triggered when a new contact is created or an existing one is updated
POST /contacts/ to create, PUT /contacts/:contactId to update, syncs name, email, and phone
POST /contacts/; PUT /contacts/:contactId
contactId, email, phone, name
Whenever a contact task is created or updated
Create, update, complete, or delete tasks via POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
contactId, taskId, status
Rapid setup to sync contacts, tasks, notes, and appointments without writing code
Automated data integrity across Clarity CRM using standard API endpoints
Scalable workflows that grow with your data needs
Key elements include Contacts, Tasks, Notes, Appointments, and the API endpoints that operate on them.
A set of rules and protocols that allow apps to talk to each other and exchange data.
A specific URL path in an API that performs an action or returns data.
The process of verifying identity and granting access to an API.
A callback URL that notifies your system when a specific event occurs.
Aggregate contact data from the Contacts API into a single profile in Clarity CRM to improve outreach.
Automatically create and assign tasks based on contact activity and updates.
Capture conversations and notes from meetings into Clarity CRM for a complete history.
Obtain API keys, tokens, and scopes from the Contacts API and Clarity CRM to authorize the connection.
Set up the required endpoints and mapping rules to sync contacts, tasks, notes, and appointments.
Run tests, verify data integrity, and deploy the integration to production.
You can access contacts, tasks, notes, and appointments associated with a contact. The API exposes endpoints to fetch, create, update, and delete these resources. Each resource has its own lifecycle and permissions. Use appropriate scopes and tokens to control access and ensure data security.
Authentication is performed via OAuth2 or API keys depending on the setup. After obtaining credentials, configure them in the integration to obtain access tokens. Rotate credentials regularly and store them securely.
The endpoints shown include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and related task endpoints. This page documents the endpoints most relevant to a typical contact-centric workflow.
Yes. You can write data back to Clarity CRM using POST, PUT, and DELETE endpoints for contacts and tasks. Ensure your user role and API token have write permissions.
If an error occurs, inspect the HTTP status code and message, implement retries with exponential backoff, and log the failure details. Consider queuing failed requests for later retry.
There can be per-endpoint rate limits. If you hit limits, spread requests, use batching where supported, and implement backoff strategies. Review quota guidelines in the API docs.
Example payloads and schemas are provided in the official API docs and the integration guide. You can also find sample JSON payloads for creating contacts, tasks, and notes to help you model requests.
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Complete Operations Catalog - 126 Actions & Triggers
