Requests to the Contacts API require a valid API key or OAuth token. Store credentials securely and rotate them regularly. Use your GHL developer credentials to generate tokens and scope them to contacts.readonly.
Cloud BOT authenticates to GHL via OAuth 2.0, exchanging client credentials for access tokens. Keep tokens secure and refresh before expiry to maintain seamless access.
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: A new contact is created in GHL’s Contacts API.
Actions: Create or update the corresponding contact in Cloud BOT, mapping name, email, phone, and custom fields.
POST /contacts/
contactId, name, email
Trigger: A task on a contact is created or updated in GHL.
Actions: Update Cloud BOT task status and assign to user; optionally close tasks.
PUT /contacts/:contactId/tasks/:taskId
contactId, taskId, status
Trigger: Notes or appointments are added/updated for a contact in GHL.
Actions: Create or update notes and calendar entries in Cloud BOT to reflect the latest activity.
POST /contacts/:contactId/notes
contactId, noteId, appointmentId
No-code automation: Build powerful workflows without writing a line of code to sync data between GHL and Cloud BOT.
Visual builders let you map fields, set triggers, and deploy changes in minutes.
Real-time data sync ensures teams stay aligned and up to date.
Key concepts include endpoints, triggers, actions, and data mappings that connect GHL’s Contacts API with Cloud BOT.
An API is a set of rules and endpoints that lets two applications communicate and exchange data.
OAuth 2.0 is a framework for secure token-based authentication between apps.
An endpoint is a specific URL in an API that performs a function, such as retrieving a contact or updating a task.
A webhook is a real-time callback mechanism that notifies another app when an event occurs.
Trigger a new Cloud BOT contact whenever a new lead is created in GHL, pulling key fields like name and email.
When a GHL task is updated, push the update into Cloud BOT to drive follow-up reminders and owner assignments.
Sync notes from GHL into Cloud BOT to create a complete, searchable contact timeline.
Acquire GHL API credentials and authorize Cloud BOT to access Contacts data with the minimum required scopes.
Choose endpoints and map fields between GHL and Cloud BOT entities.
Run tests, verify data flow, and deploy the integration to production.
No coding is required for basic sync between GHL and Cloud BOT. The integration uses configurable triggers and actions to connect data flows. You can customize mappings and add error handling with the visual editor.
The integration supports core endpoints like GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, and related resources such as tasks, notes, and appointments. You can extend with additional endpoints as needed.
Yes, you can sync notes and appointments in real time using webhooks and live data streams. Ensure event triggers are enabled and endpoints are correctly mapped.
All data in transit is protected with TLS and access tokens are scoped to minimal permissions. Rotate credentials regularly and monitor for unusual activity.
Test the integration in a sandbox or with test contacts. Validate one-to-one mappings by creating sample data and checking that both systems reflect the changes.
Yes. You can customize mappings for standard fields and custom fields. The visual mapping editor helps align data formats and trigger conditions.
Visit the Cloud BOT documentation and the GHL developer portal for guides, tutorials, and FAQs. If you need hands-on help, contact support.
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Complete Operations Catalog - 126 Actions & Triggers
