To begin, obtain your API credentials and complete the OAuth 2.0 flow so ClickMagick can securely call the Contacts API on your behalf.
In ClickMagick, enter your API credentials and grant access. ClickMagick will store tokens securely and refresh them as needed.
– GET /contacts/:contactId — Retrieve a single contact – GET /contacts/:contactId/tasks — List tasks for a contact – GET /contacts/:contactId/tasks/:taskId — Get a specific task – GET /contacts/:contactId/notes — List notes for a contact – GET /contacts/:contactId/notes/:id — Get a specific note – GET /contacts/:contactId/appointments — Retrieve appointments for a contact – GET /contacts/ — List all contacts – GET /contacts/business/:businessId — List contacts by business – POST /contacts/ — Create a new contact – PUT /contacts/:contactId — Update a contact – DELETE /contacts/:contactId — Delete a contact – POST /contacts/:contactId/tasks — Create a new task for a contact – PUT /contacts/:contactId/tasks/:taskId — Update a task – PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed – DELETE /contacts/:contactId/tasks/:taskId — Delete a task – POST /contacts/:contactId/tags — Tag a contact
Trigger: When a contact is updated in GHL, pull the latest data into ClickMagick for downstream actions.
Actions: fetch contact (GET /contacts/:contactId), map fields to ClickMagick, and push to campaigns or automations.
Method/Path: GET /contacts/:contactId
Key fields: contactId, email, firstName, lastName, status
Trigger: ClickMagick creates a task when a contact hits a milestone.
Actions: POST /contacts/:contactId/tasks to create a task; update task progress via PUT.
Method/Path: POST /contacts/:contactId/tasks
Key fields: contactId, taskTitle, dueDate, status
Trigger: New note created in ClickMagick is synced to GHL.
Actions: POST /contacts/:contactId/notes to add notes; fetch notes for history.
Method/Path: POST /contacts/:contactId/notes
Key fields: contactId, note, id
Automatic contact data synchronization across apps without custom development.
Centralized task and note management within ClickMagick automations.
Real-time updates, improved segmentation, and faster campaigns.
A quick glossary of core concepts, data flows, and endpoint names used when connecting GHL Contacts API with ClickMagick.
Application Programming Interface: a set of endpoints and rules you use to read and write data between GHL and ClickMagick.
A specific URL path for an action, such as /contacts/:contactId or /contacts/:contactId/tasks.
OAuth 2.0 tokens or API keys used to authorize API requests securely.
A callback URL that sends data when an event occurs, enabling real-time updates.
Use GET /contacts/:contactId to pull updates and trigger automations in ClickMagick.
Create tasks in GHL from ClickMagick events to drive follow-ups.
Append notes from ClickMagick to the contact timeline for context.
Obtain OAuth 2.0 tokens or API keys and authorize the connection in ClickMagick.
Set scope to contacts.readonly unless you need write permissions, and map the endpoints you plan to use.
Run test calls, verify data mapping, and enable automations to run on triggers.
You can authenticate using OAuth 2.0 tokens or API keys, depending on what the API supports. ClickMagick will handle token refreshing automatically. Always store credentials securely. In many setups, OAuth is preferred for user-based access. If you run into issues, check your app setup and ensure the redirect URI is configured correctly.
The Contacts API exposes endpoints to read and manage contacts, tasks, notes, and appointments. Common calls include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and POST /contacts/:contactId/tasks to create tasks. Review the endpoint list for the full set and ensure your app has the proper scope.
Write permissions (e.g., contacts.write) allow creating and updating records from ClickMagick. If your use case only reads data, you can stay with readonly scope to reduce risk. You can request additional permissions in your OAuth flow if needed.
Use the built-in test mode in ClickMagick to simulate API calls, verify field mappings, and confirm automations trigger as expected. Review error messages and ensure credentials are valid.
Yes. You can attach notes and create timeline entries in GHL from ClickMagick tasks and events, enabling better context and history for campaigns.
All data is transmitted over TLS and stored securely. Use OAuth tokens and rotate credentials regularly. Follow your organization’s security guidelines when sharing credentials.
The endpoint list and field mappings are shown in the Endpoint List section and the mapping settings within ClickMagick. Export as needed for your team’s reference.
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