Authenticate requests with your GHL credentials. Obtain an access token and include it in the Authorization header for each API call.
Clientify uses the same access token to authorize requests. Store credentials securely and refresh tokens as needed.
Key endpoints include: 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
Trigger: When a contact is created or updated in GHL, push the change to Clientify to keep records in sync.
Actions: Create or update the corresponding contact in Clientify; optionally sync related notes, tasks, and tags.
Method path: GET /contacts/:contactId
Key fields: contactId, email, firstName, lastName
Trigger: Notes or tasks created or updated in GHL trigger updates in Clientify.
Actions: Sync notes, tasks, and their attachments; ensure statuses match across both systems.
Method path: GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger: A business record is linked or updated, triggering enrichment in Clientify.
Actions: Fetch business details via GET /contacts/business/:businessId and merge into the contact profile.
Method path: GET /contacts/business/:businessId
Key fields: businessId, contactId
Fast setup with no custom coding required for standard sync flows.
Real-time data visibility and reliable automation across systems.
Scalable workflows that adapt as your business grows.
This section defines the core elements and processes used in the GHL to Clientify connection.
A specific URL and HTTP method used to perform an action on the GHL API.
Process of proving identity to access the API and receive tokens.
A server-to-server notification sent by the API when data changes, enabling near real-time updates.
Any data entity exposed by the API, such as contacts, notes, tasks, or appointments.
Automatically create and enrich a Clientify contact when a new contact is added in GHL, then start onboarding workflows in Clientify.
When a GHL task is created, push a matching task in Clientify and assign it to the right team.
Sync notes and attachments to keep context across platforms.
Obtain your API key or set up OAuth in GHL, then configure Clientify with those credentials.
Identify the endpoints you will use (for example GET /contacts/:contactId, GET /contacts/:contactId/tasks) and map them to Clientify actions.
Run tests, verify data flows, enable monitoring, and push to production.
The integration lets you sync contacts, notes, tasks, and appointments between GHL and Clientify without writing code. It uses standard REST endpoints to fetch and push data, enabling reliable, automated data flows.
Available endpoints include core operations on contacts, such as GET /contacts/:contactId and POST /contacts/. Additional endpoints cover tasks, notes, appointments, and tags, giving you full control over contact data.
Security uses token-based authentication with scoped access. Always keep credentials secure and rotate keys regularly. Use HTTPS for all requests and minimize permissions.
No coding is required for standard synchronization. Advanced automations can be achieved with Zapier or built-in Clientify workflows for more complex scenarios.
Built-in retry logic and idempotent calls reduce data loss. Configure error alerts and backoff strategies to recover gracefully from failures.
Yes, you can map custom fields between GHL and Clientify. Use field mappings to ensure data lands in the correct places on both sides.
We provide dashboards, logs, and health checks to monitor sync status. Webhooks and status endpoints help you stay informed and quickly diagnose issues.
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Complete Operations Catalog - 126 Actions & Triggers
