Use secure OAuth 2.0 tokens with the Contacts API and grant the ConvertCalculator app the necessary scopes. Store credentials securely and refresh tokens automatically.
ConvertCalculator uses OAuth-based authentication to access the Contacts API. Ensure you have client credentials, client secret, and a refresh mechanism. Record scopes such as contacts.readonly as needed.
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: when a contact is created or updated in Contacts API to pull fresh data into ConvertCalculator.
Actions: fetch contact details, retrieve related tasks and notes, then update ConvertCalculator records accordingly.
Methods: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields to map: contactId, email, taskId, noteId
Trigger: new lead in Contacts API prompts creation of a task in ConvertCalculator.
Actions: POST /contacts/:contactId/tasks to create standard follow-up tasks.
POST /contacts/:contactId/tasks
contactId, taskTitle, dueDate
Trigger: note updates from Contacts API push to ConvertCalculator.
Actions: POST /contacts/:contactId/notes to append notes
POST /contacts/:contactId/notes
contactId, notesContent, noteId
Automate routine data sync between Contacts API and ConvertCalculator without writing code.
Accelerate onboarding and task management with pre-built triggers and actions.
Keep data consistent across systems with real-time updates.
Core objects include contacts, tasks, notes, appointments, and business data. Processes cover authentication, endpoint usage, triggers, and actions that move data between Contacts API and ConvertCalculator.
A specific URL combined with an HTTP method to perform a defined operation against an API.
Methods used to authorize API requests securely, such as OAuth 2.0 or API keys.
A URL endpoint that receives real-time updates from the API when events occur.
Automatically generate follow-up tasks in ConvertCalculator when a new contact enters the system.
Sync notes from Contacts API to a centralized activity log in ConvertCalculator for better context.
Build live dashboards that reflect contact changes and task updates across systems.
Obtain client credentials, authorize ConvertCalculator to access Contacts API, and secure necessary scopes.
Set up triggers for events (contact created, updated) and actions to create or update records.
Run tests with sample data, verify mappings, and monitor logs after going live.
The Contacts API supports OAuth 2.0 token-based authentication and API keys. Use OAuth 2.0 to securely authorize ConvertCalculator and request access tokens with the appropriate scopes (for example, contacts.readonly). Regularly rotate credentials and store tokens securely. If you opt for API keys, keep them confidential and restrict their usage to intended IPs or environments. Ensure your app handles token refresh automatically to maintain uninterrupted access.
Start with read-only endpoints like GET /contacts/:contactId and GET /contacts/ to understand data structures. As you grow, add endpoints for tasks and notes (GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes) to populate ConvertCalculator with activity data. Use the endpoints that align with your automation goals and gradually expand as you validate mappings and triggers.
Use a staging or sandbox environment to test flows end-to-end. Validate data mappings between fields in Contacts API and ConvertCalculator, run test triggers, and review API response codes. Monitor logs and error messages, adjust mappings, and re-test until the flows behave reliably before going live.
Most APIs enforce rate limits; expect throttling if you exceed quotas. Implement exponential backoff retries and circuit breakers in your automation. If you anticipate heavy activity, request higher quotas or batch requests where possible to reduce call volume while maintaining data freshness.
Map fields using a consistent schema between Contacts API and ConvertCalculator (e.g., contactId -> contact_id, email -> email_address). Use unique identifiers for upserts and ensure date/time formats align. Test with real-world data samples to verify that created records, updates, and deletions propagate correctly.
Webhooks are supported to push real-time updates from the Contacts API. Configure a secure webhook endpoint in ConvertCalculator, verify signatures, and handle retries. Webhooks improve responsiveness but require proper error handling and idempotency to avoid duplicate actions.
API documentation and sample requests are available in the official API docs for the Contacts API. Review endpoint definitions, authentication details, and example payloads. Use the provided samples to craft test requests and adapt them to your ConvertCalculator automation workflows.
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Complete Operations Catalog - 126 Actions & Triggers
