Use OAuth 2.0 tokens or API keys with the Contacts API. Ensure the access scope includes contacts.readonly for read operations.
Authenticate CompanyCam with your credentials and grant the necessary permissions so that data can flow between systems.
GET /contacts/:contactId — fetch a single contact; GET /contacts/:contactId/tasks — fetch tasks for a contact; GET /contacts/:contactId/tasks/:taskId — fetch a specific task; GET /contacts/:contactId/notes — fetch notes; GET /contacts/:contactId/notes/:id — fetch a specific note; GET /contacts/:contactId/appointments — fetch appointments; GET /contacts/ — list all contacts; GET /contacts/business/:businessId — fetch contacts by business; API Endpoint9: POST /contacts/; API Endpoint10: POST /contacts/; API Endpoint11: PUT /contacts/:contactId; API Endpoint12: DELETE /contacts/:contactId; API Endpoint13: POST /contacts/:contactId/tasks; API Endpoint14: PUT /contacts/:contactId/tasks/:taskId; API Endpoint15: PUT /contacts/:contactId/tasks/:taskId/completed; API Endpoint16: DELETE /contacts/:contactId/tasks/:taskId; API Endpoint17: POST /contacts/:contactId/tags
Trigger: a request for a contact in your workflow
Actions: return contact data, including related tasks and notes, in a single response
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: contact update
Actions: update tasks and notes in the Contacts API, keeping data in sync
PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: new contact created in CompanyCam
Actions: post to /contacts/ to create the contact and then create starter tasks
POST /contacts/
Key fields: name, email, phone, businessId
Automate data sync with visual builders and webhooks—no coding required.
Centralize contacts, tasks, notes, and appointments in one workflow.
Reduce manual updates and errors by keeping systems aligned in real time.
Clear definitions of essential terms and how they fit into the integration steps.
An individual in the Contacts API with fields such as name, email, and phone.
A work item linked to a contact used to track actions, due dates, and status.
A free-form comment or attachment associated with a contact for context.
A scheduled meeting with a contact stored in the system.
Whenever a new project is created in CompanyCam, automatically add a contact in the Contacts API and link it to the project.
When contact fields or tasks are updated, push changes to the related CompanyCam project cards.
Aggregate activity across Contacts API and CompanyCam for executive summaries and reports.
Obtain OAuth tokens or API keys and grant access to both systems.
Define how contact fields map to CompanyCam data and select endpoints like GET /contacts/:contactId.
Create automations, test end-to-end, and enable in production with monitoring.
You can connect without coding using no-code automation tools. Start with a read-only scope to explore data and then expand as needed. If you’re new to API connections, use a sandbox/test environment to validate flows. Always protect credentials and use secure storage for tokens.
Required scopes include contacts.readonly for reading data and, for write actions, the appropriate write scope such as contacts.write. Ensure your app is authorized for both systems. Keep tokens secure and rotate them regularly.
Start with GET /contacts/:contactId to verify connectivity. Then enable a small batch of endpoints like notes and tasks to test relational data. Verify responses match expected schemas and handle errors gracefully.
Yes. Use a staging environment or mock data. Many platforms offer test modes to safely simulate API calls. Validate permissions before moving to production.
Data sync can be near real-time when webhooks are used, or periodic if polling is used. Consider latency requirements and rate limits when designing automations.
Verify client credentials, check token expiry, and ensure correct scopes. If issues persist, review endpoint permissions and API rate limits. Consult logs and test calls to pinpoint failures.
The endpoint list is available in the integration docs. Look for sample requests and response payloads to guide mapping. Use the examples to validate your mapping rules.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
