Authenticate using OAuth 2.0 with the required scopes (for example, contacts.readonly for reads and additional scopes for writes). Keep tokens secure and refresh periodically.
Confido Legal uses standard OAuth credentials to securely connect to GHL’s Contacts API. Store secrets safely and rotate them on a regular schedule.
GET /contacts/:contactId — Retrieve a single contact GET /contacts/:contactId/tasks — Retrieve tasks for a contact GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task GET /contacts/:contactId/notes — Retrieve notes for a contact GET /contacts/:contactId/notes/:id — Retrieve a specific note GET /contacts/:contactId/appointments — Retrieve appointments for a contact GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts by business API permissions and actions contacts.write — Permission to modify contacts POST /contacts/ — Create a contact PUT /contacts/:contactId — Update a contact DELETE /contacts/:contactId — Delete a contact POST /contacts/:contactId/tasks — Create a task for a contact PUT /contacts/:contactId/tasks/:taskId — Update a task PUT /contacts/:contactId/tasks/:taskId/completed — Mark task complete DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact
When a contact is opened in Confido Legal, fetch the latest data from the Contacts API to ensure you see current information.
GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
GET /contacts/:contactId
id, name, email, phone, status
When a task is created or updated in Confido Legal, mirror the change to the Contacts API in real time.
POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
taskId, title, dueDate, status
When a new contact is added or criteria are met, apply relevant tags via the Tags endpoint.
POST /contacts/:contactId/tags
POST /contacts/:contactId/tags
tags (array of tag names)
Automate data sync and workflow triggers without writing any code.
Keep contact data consistent across Confido Legal and your CRM.
Launch faster with ready-made templates, safeguards, and monitoring.
Overview of core data elements (Contacts, Tasks, Notes, Appointments, Tags) and the data flow between Confido Legal and the Contacts API.
A person or organization record in the Contacts API containing basic fields and links to tasks, notes, and appointments.
A label used to categorize or segment a contact for targeted workflows.
A unit of work associated with a contact, including status, due date, and assignees.
A scheduled meeting or call linked to a contact.
Automatically enrich contacts with missing data from external sources during import or sync.
Prebuilt templates in your automation platform to speed setup for typical CRM scenarios.
Set up alerts for data changes and failures, with automatic retries and logging.
Obtain OAuth credentials and grant access to the Contacts API.
Select required endpoints and scopes (for example, contacts.readonly) and configure redirection URLs.
Run tests, verify data flow, and monitor initial sync after going live.
GHL’s API supports OAuth 2.0 for secure access. You will authenticate your Confido Legal app to request tokens with the necessary scopes. Use refresh tokens to maintain long-lived sessions and rotate credentials regularly. For read-only operations, apply the contacts.readonly scope; for write operations, request the appropriate write scopes and protect tokens accordingly.
For basic read and write, use GET /contacts/:contactId to fetch a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and DELETE /contacts/:contactId to remove. If you need related data, include endpoints like /contacts/:contactId/tasks and /contacts/:contactId/notes. Always validate responses and handle 4xx/5xx errors gracefully in your automation.
Implement retry logic with exponential backoff and circuit breakers. Log errors with enough context to diagnose problems, and consider using idempotent requests for create/update calls. Use webhook failure notifications to retry failed events.
Yes. No-code tools like Zapier can connect Confido Legal to the Contacts API by triggering actions based on events (new contact, updated task, etc.). You can map fields and set up multi-step workflows without writing code.
Typical contact fields include name, email, phone, and company, plus linked data such as tasks, notes, and appointments. The API supports custom fields depending on your GHL configuration. You can extend or map fields in your app as needed.
Tags help group contacts by criteria like status, interest, or lead source. Use POST /contacts/:contactId/tags to add tags and maintain a tagging strategy across your workflows.
Rate limits vary by API plan. Plan for bursts and implement retry throttling. If you expect high volume, contact support to discuss higher quotas and best practices.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
