Use your API credentials with the required scope: contacts.readonly. Store tokens securely and rotate keys regularly.
In ClearoutPhone, create an API connection or OAuth app, then enter the token or client credentials in the connector setup, ensuring the scope matches read access to contacts.
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
When a contact is created or updated in Contacts API, sync the related tasks in ClearoutPhone.
Create or update tasks, assign owners, and update due dates in ClearoutPhone based on contact changes.
GET /contacts/:contactId/tasks
contactId, taskId, status, dueDate
When a contact note is added or updated in Contacts API, propagate the note to ClearoutPhone.
Create or update notes in ClearoutPhone and keep the association to the right contact.
GET /contacts/:contactId/notes
contactId, noteId, content, updatedAt
When a contact in Contacts API changes, update tags in ClearoutPhone accordingly.
Add or remove tags in ClearoutPhone; map tag IDs to internal labels.
POST /contacts/:contactId/tags
contactId, tagIds
Automates data flow between systems, reducing manual entry and data drift.
Improves data accuracy and consistency across platforms with centralized workflows.
Scales with your contact operations and supports customized automation scenarios.
Key concepts include endpoints, triggers, actions, and data fields such as contactId, taskId, and notes used across the integration.
A URL path that exposes a specific operation for retrieving or mutating data, such as GET /contacts/:contactId.
An event in one system that starts an automated action in another system.
A secure method to authorize requests, typically via tokens or OAuth credentials.
An operation executed in response to a Trigger, such as creating or updating a record.
Trigger new contact events to auto-create tasks and assign owners in ClearoutPhone for faster qualification.
Aggregate notes, tasks, and tags into a unified view in ClearoutPhone.
Set up reminders and due-date alerts when tasks near their deadlines.
Obtain API credentials and securely store them; configure the connector with the right scope.
Map Contacts API endpoints to ClearoutPhone actions in your integration setup.
Run tests with representative data and verify logs before going live.
GET endpoints fetch data from the system, while POST, PUT, and DELETE endpoints modify data. Use the read-only scope to retrieve information and validate connections first. This helps ensure safe setup before enabling write actions. In production, you may enable write access as needed with proper security controls.
No heavy coding is required; many teams use no-code connectors or automation tools. You will map fields between ClearoutPhone and the Contacts API and configure triggers and actions accordingly.
Most read-only endpoints are labeled as GET in the API docs. They allow reading contact data without changing it. Confirm the scope and permissions in your app settings to ensure compliance.
Yes. You can create notes and tasks via POST endpoints. You will typically map fields like content, contactId, and dueDate to create records in ClearoutPhone or the Contacts API.
Store credentials securely using environment variables or secret management features. Rotate keys regularly and limit access to sensitive data.
The integration supports retries with exponential backoff and provides error details to help you diagnose issues. Implement monitoring to catch failures early.
Activity logs are accessible in the integration dashboard and can be exported for auditing. Review API call history, responses, and any failed attempts.
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Complete Operations Catalog - 126 Actions & Triggers
