To access the GHL Contacts API from Clay, configure OAuth 2.0 via your GHL developer app. Request scopes like contacts.readonly to read data. Store tokens securely in Clay and refresh as needed.
Clay uses OAuth tokens issued by GHL to call the Contacts API. Set up the connector in Clay, securely store client credentials, and test the authorization flow against endpoints such as GET /contacts/:contactId.
– 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 – 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 – POST /contacts/:contactId/tags
Trigger: A contact is created or updated in GHL
Actions: Upsert the corresponding contact in Clay; optionally pull in related tasks and notes
GET /contacts/:contactId
Key fields: contactId, email, name
Trigger: Task list changes for a contact in GHL
Actions: Create or update tasks in Clay; map status and due dates
GET /contacts/:contactId/tasks
Key fields: taskId, status, dueDate
Trigger: Notes created or updated for a contact in GHL
Actions: Create or update notes in Clay linked to the related contact
GET /contacts/:contactId/notes
Key fields: id, note, createdAt
Automate workflows without writing code.
Move data between GHL and Clay in real time.
Empower teams with a centralized Clay dashboard.
This glossary defines endpoints, triggers, actions, and key data fields used when connecting Clay to the GHL Contacts API, designed to help you design automations quickly.
A specific URL path and HTTP method used to access a resource in the GHL API.
An event in GHL that starts an automation in Clay.
An operation Clay performs in response to a trigger.
Authorization framework used for secure access to the GHL API and Clay.
Capture form submissions in Clay by upserting contacts via the Contacts API.
When tasks are assigned or updated in GHL, reflect them as tasks in Clay for accountability.
Sync notes from GHL to Clay to build a complete contact timeline.
Register your app in GHL, retrieve client_id and client_secret, and configure these in Clay’s connector.
Run OAuth flow to authorize Clay and test endpoints like GET /contacts/:contactId.
Create triggers and actions in Clay to automate your processes using the Contacts API.
Yes. Your data travels over TLS, and OAuth tokens securely authorize Clay to access the GHL Contacts API. Token storage and rotation controls in Clay help you stay compliant and reduce exposure. Regular reviews of permissions and scopes ensure you only access what you need. If you ever suspect a token compromise, revoke and re-authenticate the connector quickly. In practice, this means safe, scalable automation for contact data.
You can use endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and related endpoints listed in the integration guide. The Clay connector respects the scopes you grant (for example, contacts.readonly or contacts.write) and will only fetch the data your app is permitted to access. For actions like creating or updating data, use POST, PUT, or DELETE endpoints as appropriate.
Mostly yes — the goal is a no-code or low-code integration using Clay’s built-in connector and Zapier App Connector. You can set up triggers and actions without writing code. If you need advanced logic, you can augment with simple webhooks or conditional steps in Zapier, but many teams can automate end-to-end flows without custom scripts.
Authentication relies on OAuth 2.0. You’ll authorize the Clay app to access the GHL Contacts API, then Clay stores and refreshes tokens as needed. If a token expires, re-authentication flows are provided to re-establish access. Always ensure your OAuth client credentials are kept secure in your provenance and rotation policies.
Real-time sync can be achieved via polling or webhook-like updates depending on the API’s capabilities. Clay can poll the GHL endpoints for changes or react to event triggers, delivering notes and tasks into Clay as soon as they are updated in GHL.
Rate limits are documented by GHL in the developer docs. In the Clay connector, you can implement backoff and batching to stay within limits. If you anticipate higher volume, consider staggering requests and caching common lookups.
Yes. The integration supports mapping custom fields from GHL to Clay where endpoints and objects permit. Review the field mappings in the connector settings and adjust to match your CRM data model.
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Complete Operations Catalog - 126 Actions & Triggers
