Authenticate requests with a Cloze app using the Contacts API scope: readonly access. Use OAuth 2.0 to securely obtain access tokens.
To authorize Cloze to access Contacts data, create an API client, grant the contacts.readonly scope, and exchange authorization codes for access tokens.
GET /contacts/:contactId — Retrieve a specific contact; GET /contacts/:contactId/tasks — Fetch tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Get a specific task; GET /contacts/:contactId/notes — Retrieve notes for a contact; GET /contacts/:contactId/notes/:id — Get a single note; GET /contacts/:contactId/appointments — List appointments; GET /contacts/ — List contacts; GET /contacts/business/:businessId — Get contacts by business; contacts.write — Scope: write access to contacts; POST /contacts/ — Create a 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 completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add tags to a contact
Triggered when you need a complete view of a contact and its related tasks and notes.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
GET /contacts/:contactId
Key fields: contactId; optional expansions for tasks and notes
Triggered when a new task should be created for a contact.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/tasks
Requires contactId and task data (title, due date, priority)
Triggered when notes are added or updated for a contact.
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes
GET /contacts/:contactId/notes
Note identifiers and contactId
Unified workflows without writing code
Automated data syncing across apps with minimal setup
Secure, role-based access and detailed auditing for changes
This glossary defines essential terms and processes used when integrating Cloze with the Contacts API.
A specific URL in the API used to perform an operation.
Verifying identity and permissions before accessing data.
The data sent with a request or returned in a response.
A URL that receives event notifications from the API in real time.
Pull base contact details and enrich with tasks and notes automatically to keep records up to date.
Create tasks when notes or changes occur to ensure follow-ups.
Aggregate endpoint data into a dashboard for quick business insights.
Obtain client credentials and grant the contacts.readonly scope; exchange codes for access tokens.
Set up endpoint calls, map fields, and test in a sandbox environment.
Switch to production, monitor logs, handle retries, and maintain security.
Authenticate using OAuth 2.0 credentials created for the Cloze app and request the contacts.readonly scope to access read-only data. Store tokens securely and refresh them as needed. Use best practices like rotating credentials and restricting access to least privilege. For no-code workflows, leverage connections in Zapier or similar to handle token exchange automatically.
Key endpoints include retrieving a contact, listing a contact’s tasks and notes, and managing a contact’s tags and appointments. You can also create, update, or delete contacts and tasks as needed, enabling end-to-end CRM automation. Always test calls in a sandbox first to validate fields and responses.
No hard coding is required for basic reads and writes if your integration tool provides connectors. However, complex automations may require minimal scripting or using a middleware like Zapier to orchestrate data flows.
Webhooks notify Cloze of events in real time, such as notes being added or tasks updated. Point your webhook URL to a secure endpoint and verify signatures to confirm event authenticity.
Yes. Use the notes and appointments endpoints to fetch a contact’s notes and appointments, enriching your CRM view with context and history.
Endpoint rate limits vary by plan; expect throttling during peak usage. Implement exponential backoff and keep retries within your SLA while handling 429 responses gracefully.
Test in a sandbox environment, validate responses, and monitor logs. Use sample payloads to verify mappings and error handling before going live.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
