Authenticate securely using OAuth 2.0 with the Contacts API and request the scope: contacts.readonly to access read-only contact data and related resources.
Clienty uses secure API key management to authorize requests to the GHL Contacts API. Store credentials securely and rotate them regularly.
– GET /contacts/:contactId — Retrieve a single contact – GET /contacts/:contactId/tasks — List tasks for a contact – GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task – GET /contacts/:contactId/notes — List notes for a contact – GET /contacts/:contactId/notes/:id — Retrieve a specific note – GET /contacts/:contactId/appointments — List appointments for a contact – GET /contacts/ — List all contacts – GET /contacts/business/:businessId — List contacts for a business – contacts.write — Permission for write access – POST /contacts/ — Create a new contact – PUT /contacts/:contactId — Update a contact – DELETE /contacts/:contactId — Delete a contact – POST /contacts/:contactId/tasks — Create a 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 selected or created in Clienty, fetch the contact record via GET /contacts/:contactId.
Actions: Sync notes and tasks related to the contact; update Clienty records.
GET /contacts/:contactId
id, name, email, phone, lastActivity
Trigger: on task creation/updation in Clienty, call GET /contacts/:contactId/tasks
Actions: Create/update tasks in GHL as needed
GET /contacts/:contactId/tasks
taskId, title, status, dueDate, completed
Trigger: notes added/updated in Clienty, fetch via GET /contacts/:contactId/notes
Actions: Attach notes to the contact in GHL
GET /contacts/:contactId/notes
noteId, noteText, createdAt
Automate data flow without writing code.
Real-time syncing across systems.
Unified view of contacts including tasks and notes.
Elements include endpoints, triggers, actions, and data mapping; processes cover authentication, data retrieval, and synchronization workflows.
A URL path that exposes a specific function of the GHL Contacts API.
The process of verifying identity to access the API, typically OAuth 2.0 or API keys.
An authorization framework that grants limited access to an API on behalf of a user.
A callback mechanism that notifies your app when an event occurs.
Pull additional data from external sources to enrich contact records in Clienty using the Contacts API.
Automatically create tasks in Clienty when contact events occur in GHL.
Sync calendar appointments from GHL to Clienty to keep calendars aligned.
Obtain API credentials and set the scope to contacts.readonly; configure redirect URIs and secure storage.
Map GHL fields (contact, task, notes) to Clienty fields and select endpoints for read/write as needed.
Run end-to-end tests, verify data integrity, and deploy to production with monitoring.
Authentication is performed via OAuth 2.0 using your GHL credentials. In Clienty, configure an app integration, request the scope ‘contacts.readonly’, and exchange authorization codes for access tokens. Securely store tokens and use refresh tokens to keep access seamless.\n\nStore tokens securely, rotate credentials regularly, and implement proper token management to prevent unauthorized access.
The Contacts API exposes endpoints to read and manage contacts, tasks, notes, and more. Examples include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId.\n\nWrite operations use endpoints like POST /contacts/ to create, POST /contacts/:contactId/tasks to add tasks, and PUT/DELETE to update or remove resources. Always adhere to the requested scope (e.g., contacts.readonly for read operations).
Map core fields such as id, name, email, phone, and lastActivity from GHL to Clienty. For tasks and notes, ensure fields like taskId, title, status, dueDate, noteId, and noteText align with Clienty equivalents.\nUse consistent data types and formats (dates, IDs) to ensure reliable synchronization and de-duplication.
Yes. Webhooks can notify Clienty of changes in GHL, such as contact updates or new tasks. Configure endpoints in Clienty to receive and process these events.\nHandle retries and idempotency to avoid duplicate records and ensure data integrity.
GHL enforces rate limits on API requests. Monitor response headers for rate limit status and implement backoff strategies in your flows.\nPlan for bursts and use caching or batching where appropriate to minimize calls and maintain performance.
No-code or low-code setup is possible with the Zapier App Connector and template-driven flows between Clienty and the GHL Contacts API. For advanced needs, you can extend with custom scripts or use webhooks for real-time data.\nIf you require custom logic, consider lightweight scripts or middleware to transform data between systems.
You will need a GHL account with API access enabled and a Clienty app registration with the correct redirect URIs. Ensure the ‘contacts.readonly’ scope is granted for read operations and securely store API credentials.\nPrepare your environment by configuring your OAuth client and test credentials before going live.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
