Authenticate to the GHL API from Coassemble using OAuth 2.0 and a secure API token. Ensure your app is registered in GHL, with the correct redirect URI and the contacts.readonly scope enabled.
Coassemble authenticates to GHL by exchanging a token during the OAuth flow. Store tokens securely and refresh as needed.
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 when a new contact is added or updated in Coassemble, fetch the contact details from GHL using GET /contacts/:contactId.
Actions: sync contact details, update notes, and retrieve relevant tasks to display in Coassemble.
GET /contacts/:contactId
contactId, name, email, phone, status
Trigger: when a contact’s task data is needed, fetch /contacts/:contactId/tasks.
Actions: create or update tasks tied to a contact, pull task status and due dates.
GET /contacts/:contactId/tasks
taskId, title, status, dueDate, contactId
Trigger: when notes are added or updated on a contact, fetch /contacts/:contactId/notes.
Actions: attach notes to the contact timeline, and sync note IDs.
GET /contacts/:contactId/notes
noteId, note, date
No-code CRM automation: connect data flows without writing code.
Unified view: centralize contacts, tasks, and notes in Coassemble.
Scalable automation: triggers and actions scale with your team.
Key elements include API authentication, endpoint access, data mapping, and workflow setup in Coassemble.
GHL API is the programmatic interface that lets apps securely access your GHL data to read and manage contacts, tasks, notes, and more.
The individual API routes that expose resources and actions for data retrieval and updates.
The process and methods used to securely authorize your app to access GHL data, typically OAuth 2.0 tokens.
Event-driven updates from GHL to your app when data changes.
Automatically fetch new contacts from GHL when a lead is added and create onboarding tasks in Coassemble.
Link contact notes with support tickets for a unified view.
Display real-time contact activity by pulling tasks, notes, and appointments.
Create a new API application in the GHL developer console and obtain client ID and secret.
Add the contacts.readonly scope and set the redirect URI for Coassemble.
In Coassemble, map GHL fields to your app fields and run a test to verify data flow.
To authenticate, register your Coassemble app in GHL and obtain a client ID and secret. Configure the redirect URI in GHL to point back to Coassemble and enable the contacts.readonly scope. During setup, Coassemble will guide you through the OAuth flow to grant the requested permissions. Upon successful authorization, Coassemble receives an access token used to call GHL APIs securely. Keep tokens confidential and rotate them as recommended by security best practices.
The readonly scope allows you to fetch contacts, tasks, notes, and appointments. It does not permit creating, updating, or deleting resources. If you need write capabilities, you must request additional scopes and have them approved by GHL, then adjust your app configuration accordingly. Always implement least-privilege access.
By default this integration is read-only. Writing data from Coassemble to GHL requires elevated permissions and explicit consent from your GHL account. When enabled, implement safeguards, audit trails, and error handling to prevent unintended data changes.
Use a sandbox or staging environment to test endpoints and data mappings. Run sample GET requests to verify responses, confirm field mappings, and monitor logs for errors. Validate end-to-end data flow before moving to production. Use test credentials where available.
GHL imposes rate limits on API calls. Plan efficient queries, cache data when possible, and implement exponential backoff on 429 responses. If you anticipate high volume, contact GHL for guidance or apply batching where supported.
Webhooks notify your app when specific data changes occur in GHL. Configure webhook endpoints in GHL and handle retries on failures. Webhooks help keep Coassemble in sync without polling continuously.
API keys and credentials are created in the GHL developer console. Store them securely (e.g., secret management) and rotate credentials periodically. In the Coassemble integration settings, enter the client ID, secret, and redirect URI as required.
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Complete Operations Catalog - 126 Actions & Triggers
