To access data from GHL, generate an OAuth token for the Contacts API and grant ClickMeeting the requested scopes (scope: contacts.readonly). Then configure the integration in the app connector.
In the authorization flow, authorize ClickMeeting to access your GHL Contacts data. This creates a secure token exchange so actions and triggers can run.
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 when a contact is created or updated in GHL to automatically reflect changes in ClickMeeting groups or attendee lists.
Actions: create or update a contact in ClickMeeting, add to a meeting attendee list, or attach notes.
Key endpoints used: GET /contacts/:contactId; PUT /contacts/:contactId; GET /contacts/:contactId/appointments
Key fields: contactId, email, firstName, lastName
Trigger when a contact is added to a ClickMeeting session or when a meeting is created for a contact
Actions: schedule a meeting in ClickMeeting, register attendee, auto-send invites
Endpoints: POST /contacts/:contactId/appointments; GET /contacts/:contactId/appointments
Key fields: contactId, appointmentId
Trigger when notes or tasks are updated for a contact in GHL.
Actions: create or update tasks and notes in ClickMeeting context; link to contacts.
Endpoints: GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes; PUT /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes/:id
Key fields: contactId, taskId, noteId
Drag-and-drop setup with no coding required
Automated workflows that save time and reduce manual data entry
Unified data across GHL and ClickMeeting for better insights
This glossary explains terms like endpoints, triggers, actions, and fields used in the GHL to ClickMeeting integration.
A person stored in GHL CRM with data like name, email, phone, and company.
A specific URL you call to perform an action or retrieve data via the API.
An event in GHL that starts an automation or workflow in the connected app.
An operation performed in ClickMeeting as a response to a Trigger.
When a new contact is created in GHL, automatically add them to a ClickMeeting attendee list or schedule a first intro meeting.
Send reminders or post-meeting surveys by linking contact updates to ClickMeeting sessions.
Schedule periodic syncs to keep contacts, tasks, and notes aligned across platforms.
Grant permissions for GHL Contacts API to ClickMeeting and generate tokens.
Select endpoints (contacts, tasks, notes, appointments) and map fields like email, name, and IDs.
Run test syncs and verify data flow between GHL and ClickMeeting.
The GHL Contacts API exposes endpoints to read and manage contact data, tasks, notes, and appointments. This integration uses those endpoints to sync data with ClickMeeting to streamline attendee management, meeting scheduling, and notes sharing. You can trigger actions based on contact events and automate processes without coding. The combination gives you a unified workflow across both platforms.
No coding is required if you use the connector UI to configure triggers and mappings. You can set up common automations with point-and-click tools. For advanced scenarios, light scripting may be optional, but the core setup works without writing code.
You can automate creating and updating meetings, managing attendee lists, and sending reminders. Additional automation includes updating tasks and notes related to a contact, ensuring all activity is reflected across GHL and ClickMeeting.
Authorization happens during the app setup. You’ll be guided to grant access to GHL from ClickMeeting, after which an OAuth token is issued for secure communication. Keep your tokens secure and rotate as recommended.
Endpoints include read and write operations for contacts, tasks, notes, and appointments. The list provided covers common resources like GET /contacts/:contactId, POST /contacts/, and PUT /contacts/:contactId. You can select and use the endpoints relevant to your workflow.
Map fields such as contactId, email, firstName, lastName, and appointmentId between GHL and ClickMeeting using the connector’s field mapping interface. This ensures data aligns correctly during syncs.
If you encounter issues, check the integration logs in the app, review error messages, and test endpoints individually with a tool like Postman or curl. Reach out to support if you need deeper assistance.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
