Authorize CleverReach to access your GHL data using OAuth 2.0 tokens or API keys. Follow the standard flow to acquire, refresh, and securely store access tokens.
Ensure your CleverReach account is granted access to the GHL-integrated Contacts API via OAuth or API tokens, and keep credentials secure.
– 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: new or updated contact in CleverReach pushes to the Contacts API immediately.
Actions: create or update contacts, sync tags, and attach notes.
Methods: POST /contacts/ and PUT /contacts/:contactId
Key fields: email, contactId, businessId
Trigger: tasks or notes are created/updated in CleverReach and mirrored in Contacts API.
Actions: create/update tasks and notes; update task status as completed.
Methods: POST /contacts/:contactId/tasks, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger: large contact lists exported from CleverReach to Contacts API.
Actions: batch create/update contacts, assign business associations, apply tags.
Methods: POST /contacts/ and PUT /contacts/:contactId
Key fields: email, businessId, tags
Automate data syncing to eliminate manual entry and reduce errors.
Keep a single source of truth for contacts, tasks, notes, and campaigns across apps.
Set up triggers and actions in minutes—no custom code required.
Key elements and processes include endpoints, triggers, actions, and field mappings that drive the CleverReach + Contacts API integration.
A specific URL path used to perform a function via an HTTP method (GET, POST, PUT, DELETE) against an API.
A real-time notification sent to your system when a registered event occurs.
Authorization framework to obtain access tokens securely for API calls.
Temporary credential used to authorize API requests, with an expiration time.
Automatically enrich CleverReach contacts with fields from the Contacts API as data arrives.
Link tasks to marketing campaigns to trigger targeted messages when tasks are updated.
Import large contact lists into the Contacts API and tag them for quick segmentation.
Obtain OAuth tokens or API keys to establish a trusted connection between CleverReach and the Contacts API.
Enable the endpoints you need and map fields between CleverReach and the Contacts API.
Set up triggers and actions to keep data in sync and power marketing automations.
No code is required. The integration uses standard authentication and API calls and can be configured through the app interface without writing code. You can map fields, set triggers, and automate data flows via the UI. If you need custom logic, you can extend with automation rules.
Endpoints cover core data: contacts, tasks, notes, and appointments. You can enable and map fields as needed. If you need additional endpoints, you can access documentation or contact support.
Authentication uses OAuth 2.0 or API keys for secure access. Tokens are short-lived and refreshable. Store credentials securely and rotate keys regularly.
Yes. Field mapping lets you align CleverReach fields to Contacts API fields. The UI provides mapping tools. If a field doesn’t exist, create a custom field in the Contacts API and map it accordingly.
The integration includes retry logic and clear error messages. You can set retry policies and monitor quotas. For persistent rate limits, stagger requests or batch updates.
Yes. Zapier and other automation tools can trigger actions via webhooks or API endpoints. This setup works well with no-code automations.
API keys, tokens, and client credentials are available in your CleverReach developer or app settings. Use the credentials inside the app under API settings.
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Complete Operations Catalog - 126 Actions & Triggers
