Grant secure access to the Contacts API from GHL by issuing an OAuth token with the required scope (readonly). This ensures you can read contact records and related data from CoachAccountable when connected.
In CoachAccountable, initiate the GHL connection and approve the requested permissions to allow synchronized access to contacts, tasks, notes, and appointments.
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments; POST /contacts/; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId; PUT /contacts/:contactId; DELETE /contacts/:contactId
Trigger when a contact is viewed or updated in CoachAccountable to fetch up-to-date contact, task, and note data from GHL.
Actions include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes to pull current data into CoachAccountable.
Methods: GET endpoints for retrieving contact details, tasks, and notes; path examples above.
Key fields: contactId, taskId, noteId
Trigger when a new task is created or updated in CoachAccountable.
Actions include POST /contacts/:contactId/tasks to create tasks and PUT /contacts/:contactId/tasks/:taskId to update them.
Methods: POST and PUT endpoints for tasks.
Key fields: contactId, taskId, status, dueDate
Trigger when notes or tags are added or changed on a contact.
Actions include POST /contacts/:contactId/notes to add notes and POST /contacts/:contactId/tags to assign tags.
Methods: POST endpoints for notes and tags.
Key fields: contactId, noteId, tagId
No-code integration between CoachAccountable and GHL enables rapid setup and quick value without developers.
Real-time data synchronization keeps contacts, tasks, notes, and appointments aligned across platforms.
Scalable workflows allow bulk updates, automation, and easy auditing of changes.
Understand the data elements and processes used to connect CoachAccountable with the Contacts API via GHL, including how endpoints map to actions in your workflows.
Application Programming Interface: a set of rules that enables two systems to communicate and exchange data.
A specific URL path that exposes a resource or action in an API, used to perform operations like reading or updating data.
Authorization/authentication mechanism used to grant access to API resources, typically via OAuth2 tokens or API keys.
A label assigned to a contact or record to aid in categorization and searchability.
Use webhooks to push updates from CoachAccountable to GHL and pull live data into CoachAccountable for a seamless workflow.
Create task templates in CoachAccountable that auto-create corresponding tasks in GHL when a contact progresses.
Build dashboards showing synchronization status, recent changes, and data integrity checks between systems.
Begin by authorizing GHL to access the Contacts API within CoachAccountable and select the appropriate scopes (readonly for monitoring, full for updates).
Choose endpoints you need (contacts, tasks, notes, appointments) and map fields to CoachAccountable data structures.
Run tests in a staging environment, verify data integrity, and then deploy to production with monitoring.
The Contacts API through GHL provides access to contacts, their tasks, notes, and appointments. This enables you to pull or push relevant data for a complete view of a client’s activity. You can build automations that respond to changes in CoachAccountable or GHL and reflect those changes in real-time.
No-code options are available via built-in connectors and webhooks. You can configure the integration using dashboards and templates to map fields and trigger actions without writing code. For advanced workflows, you may add custom logic using your preferred automation tools.
Authentication is typically handled via OAuth2 with scoped access. You’ll authorize the connection in CoachAccountable to grant GHL the necessary permissions, then store the access token securely for API requests. Regular token refresh ensures uninterrupted access.
Essential endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments. Depending on your workflow, you may also use POST or PUT for creating and updating tasks and notes.
Yes. You can create or update tasks and notes from GHL and have those changes synchronized back to CoachAccountable using POST and PUT endpoints. Ensure proper field mappings to maintain data integrity.
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Complete Operations Catalog - 126 Actions & Triggers
