Use OAuth 2.0 to securely authorize Clinicminds to access your GHL Contacts data. Generate client credentials in your GHL developer console and exchange tokens for API requests.
Configure your Clinicminds app in Zapier to obtain API keys or OAuth credentials. Use these credentials to sign requests to the GHL Contacts API and keep data in sync.
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: a new or updated contact in Clinicminds prompts retrieval of core data from GET /contacts/:contactId.
Actions: fetch and store contact basics (name, email, phone) and attach related tasks or notes for a complete profile view.
GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email, phone
Trigger: updates to tasks or notes for a contact.
Actions: retrieve GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to enrich the contact view in Clinicminds.
GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
Key fields: taskId, id, title; noteId, content, date
Trigger: when a contact is created or updated in Clinicminds, push or update the corresponding contact in GHL.
Actions: create (POST /contacts/) or update (PUT /contacts/:contactId) in GHL, enabling two-way sync.
POST /contacts/; PUT /contacts/:contactId
Fields: email, phone, name, businessId
Benefit: seamless data synchronization between Clinicminds and GHL without writing code.
Benefit: unified contact views with tasks, notes, and appointments in one place.
Benefit: automation via Zapier triggers and actions to scale outreach and follow-ups.
This section defines API concepts, authentication, and how data objects (contacts, tasks, notes, appointments) relate across Clinicminds and the GHL Contacts API.
A person record in GHL containing core information such as name, email, phone, and company.
A to-do item linked to a contact, including status, due date, and description.
A free-form text entry attached to a contact for context or history.
Scheduled meeting or call linked to a contact with date, time, and location.
When a new contact is added in Clinicminds, automatically create a corresponding contact in GHL and assign initial tasks to start the sales or onboarding workflow.
Sync task changes from Clinicminds to GHL so sales reps see up-to-date task status without manual updates.
Push notes from Clinicminds to GHL and trigger follow-up reminders or actions in Zapier.
Register the Clinicminds app in Zapier, obtain OAuth or API keys, and authorize access to GHL Contacts data.
Choose endpoints such as /contacts and /contacts/:contactId/tasks and map fields like email, name, and task titles.
Create Zapier workflows that trigger on Clinicminds events and test data sync for accuracy and reliability.
You can access core contact data (name, email, phone, company) as well as related records such as tasks, notes, and appointments. The API supports retrieving individual records and listing collections to help you build a complete profile view in Clinicminds. Endpoints for create, update, and delete operations enable two-way data management where supported by your access scope.
Authentication uses OAuth 2.0 to securely grant Clinicminds access to GHL data. You will exchange credentials for access tokens and refresh tokens to maintain a valid session without exposing user passwords. Always store tokens securely and rotate them according to your security policy.
Yes. You can create new contacts with POST /contacts/ and update existing ones with PUT /contacts/:contactId. This enables two-way synchronization so that actions taken in Clinicminds are reflected in GHL. Ensure you map required fields like email and name to avoid errors.
Start with the core contact endpoint GET /contacts/:contactId to establish a reliable data path. Then add related endpoints for tasks and notes (GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes) to populate a complete record. This minimizes API calls while delivering rich context.
No extensive coding is required if you use Zapier as the bridge. Zapier provides prebuilt triggers and actions, and you can map fields between Clinicminds and the GHL API. For more advanced flows, light scripting can be used, but it is not mandatory.
Use Zapier test runs to verify authentication, endpoint responses, and field mappings. Validate sample records, then run a live test with a limited dataset before full rollout. Monitor error logs and adjust mapping or scopes as needed.
Rate limits and error handling details are documented in the GHL API docs. Implement retry logic and exponential backoff for transient errors. Use proper error codes to guide user-facing messages and troubleshooting.
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