To connect, you will use the standard API key and OAuth flows provided by the Contacts API. Ensure the requested scope is set to contacts.readonly to limit access to read only data where appropriate.
Cometly requires secure credentials to connect. Gather your Cometly API key and configure secure storage, and align the scopes with the Contacts API for a smooth integration.
Key endpoints include: 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 contact is updated in Contacts API to pull the latest profile into Cometly
Actions: create or update contact in Cometly, then trigger downstream automations if needed
GET /contacts/:contactId
Key fields: contactId, email, name
Trigger when tasks are created or updated for a contact
Actions: map tasks to Cometly tasks and update status
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, taskName, dueDate
Trigger when notes are added or updated for a contact
Actions: upsert notes in Cometly and attach to the contact timeline
PUT /contacts/:contactId/notes/:id
Key fields: contactId, noteId, content
Faster onboarding and automation without writing code
Visual workflow builders and triggers simplify setup
Unified data across systems for better analytics
A quick glossary of terms used in this guide to help you navigate API concepts
A URL path that performs a specific action in the API
The process of verifying identity to access the API, usually via keys or OAuth
An authorization framework that lets apps obtain limited access to user accounts
A callback URL that receives real time updates from an API
Capture new leads from forms and push to the Contacts API, then sync to Cometly for follow up
Link task updates from your project tool into Cometly tasks for unified visibility
Aggregate notes into a single activity view in Cometly for quick context
Collect your Contacts API credentials and your Cometly API key, then set the required scopes
Align fields such as contactId, email, and name between systems and configure triggers
Run test requests and monitor the data flow to ensure accuracy
The integration lets you read and write contact data between Cometly and the Contacts API, with triggers and actions to automate workflows. It works without code in most setups. Using visual builders, you can configure the flow and data routing without writing code.
No code required for basic setups. Cometly provides visual workflow builders to configure triggers and actions. Some advanced scenarios may require API keys and careful scope selection. Always start in a sandbox or test mode to validate behavior before going live.
Supported endpoints include common read and write actions such as GET /contacts/:contactId and POST /contacts/. Use the scope to control access and security. You can mix and match endpoints to fit your workflow needs. Refer to the endpoint list in this guide for details on each operation.
Connections use API keys and OAuth with secure credential storage. Rotate credentials regularly and apply principle of least privilege by using scopes. Enable secure logging and monitor for unusual activity to keep data safe.
Test with a sandbox or staging environment, then verify that data shows up correctly in Cometly. Use sample contacts and tasks to confirm triggers fire and actions execute as expected. Review logs and error messages to quickly identify misconfigurations.
Yes, mappings between fields can be customized. Use field mappings and transformers in Cometly to align contact fields, task fields and notes across systems. Regularly review mappings as your data model evolves.
Integration logs are available in the Cometly dashboard. Enable verbose logging or debug mode during setup to capture detailed events and troubleshoot issues. Use logs to verify data parity between the Contacts API and Cometly.
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