Authenticate requests to the Contacts API using your GHL credentials and secure tokens. Keep keys private and rotate credentials regularly.
Authenticate the Collect-chat side by providing the API credentials to the integration setup. Use secure headers and store secrets safely.
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: New lead is captured in Collect-chat.
Actions: Create contact in Contacts API; optionally update notes and attach tasks.
POST /contacts/
Key fields: name, email, phone, company
Trigger: Task created in Collect-chat.
Actions: POST /contacts/:contactId/tasks to create a task; update status as completed when done.
POST /contacts/:contactId/tasks
Key fields: taskTitle, dueDate, status
Trigger: Note updated or added in Collect-chat.
Actions: POST /contacts/:contactId/notes to create a note; include content and date.
POST /contacts/:contactId/notes
Key fields: noteId, content, date
Automate manual data entry by creating contacts from Collect-chat forms.
Consolidate data across Collect-chat and Contacts API for a single source of truth.
Access real-time data sync to keep teams aligned and responsive.
A quick glossary of terms and processes used in this integration.
A specific URL on the GHL Contacts API that performs a defined action when called with the correct method and parameters.
The process of identifying and granting permission to use the API, typically via secure tokens or keys.
An event that starts an automation or data sync between apps.
An entity exposed by the API, such as contact, task, or note.
Automatically generate a new contact in Contacts API when a new Collect-chat form is submitted, and send a welcome note.
Create follow-up tasks in Contacts API when users take key actions in Collect-chat.
Sync tags from Collect-chat and apply them in Contacts API for richer segmentation.
Collect and securely store your GHL API Key and Collect-chat API details.
Under the integration setup, specify the endpoint paths and test calls to validate data flow.
Run test interactions, review logs, and deploy to production once satisfied.
You can sync core data like name, email, phone, and company between Collect-chat and the Contacts API. You can also map custom fields and ensure data stays consistent across both platforms.
Use a secure API key pair or OAuth token; ensure headers include Authorization: Bearer
Endpoints cover contacts, tasks, notes, and more, including GET, POST, PUT, and DELETE operations described in the endpoint list. Refer to the endpoint overview for required fields and example payloads.
Yes. You can create or update contacts by triggering a POST to /contacts/ from Collect-chat. To update, use PUT /contacts/:contactId with the identifier and new data.
Yes. You can create tasks via POST /contacts/:contactId/tasks and notes via POST /contacts/:contactId/notes. You can associate these items with a contact based on Collect-chat interactions.
There are general rate limits per API account; check your plan for specifics. For high-volume use, apply batching and implement caching where appropriate. If you need higher quotas, contact support to discuss options.
Logs are available in the GHL dashboard and the Collect-chat integration logs. Turn on verbose logging if troubleshooting deeper issues. Review recent calls, payloads, and responses to diagnose problems.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
