Authenticate requests using OAuth 2.0 or API keys. Obtain client credentials, securely store tokens, and scope access to contacts, tasks, notes, and tags.
Connect CommCare to the GHL Contacts API using a secure app connection. Configure OAuth or API key methods, authorize the app, and test access to sample records.
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
When a new contact is created in CommCare or a contact is updated, sync to GHL to keep both systems current.
Create or update the contact in GHL, map fields (name, email, phone, tags), and optionally launch initial tasks or notes.
GET /contacts/:contactId and POST /contacts/
contactId, email, fullName, phone, tags
When a task is updated or a note is added in CommCare, reflect changes in GHL tasks and notes.
Update GHL tasks, attach notes, and synchronize statuses between systems.
PUT /contacts/:contactId/tasks/:taskId/completed; POST /contacts/:contactId/tasks; GET /contacts/:contactId/tasks
contactId, taskId, status, completedDate
Tag updates in CommCare trigger routing and grouping in GHL.
Apply or remove tags on the GHL contact via POST /contacts/:contactId/tags to drive segmentation.
POST /contacts/:contactId/tags
contactId, tags
Automate data flow between CommCare and GHL without writing code.
Maintain data accuracy and reduce duplicates with real-time sync.
Accelerate case management with instant access to contacts, tasks, and notes.
Definitions of API endpoints, authentication, triggers, and data fields used in this integration.
A specific URL and HTTP method that performs an action in the GHL Contacts API.
The method used to verify identity and authorize requests (OAuth 2.0, API keys).
A record in the Contacts API representing a person.
A mechanism to notify apps when events occur.
When a new contact is created in CommCare, automatically create a matching contact in GHL and start a related case workflow.
Sync task updates from GHL back to CommCare to keep teams aligned.
Use tags to route contacts to the right teams in CommCare and GHL.
Create OAuth client credentials and authorize the CommCare app to access the GHL Contacts API.
Run sample API calls for contacts, tasks, and notes to verify permissions.
Create automated workflows to move data between CommCare and GHL.
To connect, create GHL API keys or OAuth credentials and configure the CommCare app with the same credentials. Then authorize the connection and test access to a sample contact. This setup ensures secure, authorized requests between systems.
The most used endpoints are GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks for related tasks, and POST /contacts/:contactId/tasks to create new tasks. These endpoints support common workflows like syncing records and triggering actions.
No coding is required if you use a no-code integration tool: connect apps, map fields, and define triggers. For more complex logic, you can add lightweight scripting, but core flows run through the integration platform.
Data is transmitted over HTTPS with OAuth or API keys. Use scoped tokens, rotate credentials regularly, and enable IP restrictions if available to maximize security.
Yes. Use a sandbox or developer mode in GHL and CommCare to test endpoints without touching live data. Validate access and mappings first before going to production.
Store tokens securely in your integration platform’s vault, use refresh tokens to keep sessions alive, and implement automatic token renewal to avoid downtime.
Webhooks and triggers are defined in the connector. After setup, you can receive real-time updates for contacts, tasks, notes, and changes in tags.
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Complete Operations Catalog - 126 Actions & Triggers
