Begin by obtaining API credentials from your GHL developer console and configuring the application to request the necessary scopes. Use the produced client ID and client secret to authorize requests to the Contacts API.
Grant permissions for Clearstream to access your GHL data. Ensure the scope is set to contacts.readonly to prevent unintended edits.
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 Clearstream
Actions: Pull contact data via GET /contacts/:contactId and automatically attach related tasks from GET /contacts/:contactId/tasks
GET /contacts/:contactId
contactId, name, email
Trigger: Periodic sync or on‑demand run
Actions: Retrieve tasks via GET /contacts/:contactId/tasks and sync to Clearstream
GET /contacts/:contactId/tasks
contactId, taskId, taskName, status
Trigger: Notes or appointments updated
Actions: Pull notes via GET /contacts/:contactId/notes and fetch appointments via GET /contacts/:contactId/appointments, then map to Clearstream
GET /contacts/:contactId/notes
contactId, noteId
Zero‑code setup with visual mapping to endpoints and data fields, enabling fast deployment.
Automatic data synchronization keeps records up to date without manual data entry.
Scalable automation across contacts, tasks, notes, and appointments as your business grows.
Key components include API endpoints, triggers, actions, and field mappings. Understanding these ensures reliable no‑code connections between GHL and Clearstream.
A specific URL path that performs a defined action on the server, such as GET /contacts/:contactId to retrieve a contact.
An event that starts an automation, like a new contact being created or a task update.
An operation executed by the integration, such as creating or updating a contact via POST /contacts/ or PUT /contacts/:contactId.
Critical fields used for data mapping and identity, such as contactId, email, and businessId.
Automatically pull and display contact details in Clearstream as soon as a new contact is created in GHL.
Create tasks in Contacts API when key fields change in Clearstream to keep teams aligned.
Sync notes and upcoming appointments to ensure context follows the contact.
Create an app in the GHL developer console and capture the client ID and client secret.
Set scopes to contacts.readonly and map the required endpoints (GET /contacts, GET /contacts/:contactId, etc.).
Run tests against sample contacts and confirm data sync, then deploy to production.
Yes. You can use endpoints to read data without writing to the API. If your workflow requires creating or updating records, you will need write permissions and proper authentication. Always start with read‑only access (contacts.readonly) and request elevated scopes only when needed. Having the correct scopes ensures your integration behaves predictably and securely.
Writing data from Clearstream to the Contacts API is supported via POST, PUT, and DELETE endpoints depending on the action. To protect data integrity, ensure you have the right permissions and validation rules in place. Begin with read access and gradually enable write operations after thorough testing.
The available endpoints include retrieving contacts, their tasks, notes, and appointments, as well as creating, updating, and deleting records where permitted. Refer to the Endpoint Overview to see the full list and appropriate HTTP methods.
Authentication is required for all API calls. Use OAuth credentials or API keys provided by GHL to authorize requests. Secure storage of credentials and rotating secrets regularly are best practices.
Yes. You can map and filter data by businessId, contactId, or other identifiers to tailor each integration flow. Consistent field mapping ensures accurate data synchronization between systems.
The API Endpoint list is provided in the Endpoint Overview section. You can also access the full docs in your GHL developer console or the integration docs for the Contacts API.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
