Use OAuth 2.0 with the scope set to readonly for the Contacts API. Store tokens securely in ConvertFlow and refresh as needed.
In ConvertFlow, create an API integration for the Contacts API and authorize with OAuth 2.0 using the same scope. Keep client credentials secure.
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 retrieved or updated in ConvertFlow
Actions: fetch contact details (GET /contacts/:contactId), fetch tasks (GET /contacts/:contactId/tasks), fetch notes (GET /contacts/:contactId/notes)
GET /contacts/:contactId
contactId, taskId, id (notes)
Trigger: when a form is submitted in ConvertFlow for a contact
Actions: POST /contacts/:contactId/tasks; optionally PUT /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/tasks
contactId, taskId
Trigger: form submission in ConvertFlow
Actions: POST /contacts/:contactId/tags
POST /contacts/:contactId/tags
contactId, tags
Automate lead data capture from ConvertFlow into the Contacts API without writing code
Keep data in sync across ConvertFlow and your Contacts CRM with a simple setup
Empower teams to automate CRM workflows using no-code connectors
This section defines endpoints, triggers, actions, and mappings you’ll use to automate flows between ConvertFlow and the Contacts API.
A specific URL and HTTP method used to perform an action against the GHL API.
The process of obtaining valid credentials (OAuth 2.0) to access the Contacts API.
Authorization framework used to grant access tokens securely.
A mechanism to receive real-time notifications from the API into ConvertFlow.
Capture form submissions in ConvertFlow and create or update a contact in the Contacts API.
When a ConvertFlow form is submitted, automatically create a task for the related contact in the API.
Assign tags to contacts based on ConvertFlow form responses to segment and automate follow-ups.
In ConvertFlow, add a new API integration for the Contacts API and authorize using OAuth 2.0 with scope: readonly.
Define data mappings from ConvertFlow form fields to Contacts API fields and select endpoints such as GET /contacts/:contactId and POST /contacts/.
Run tests to ensure data flows correctly and handle any errors.
No coding is required. ConvertFlow’s no-code integrations let you connect to the Contacts API by configuring an API connection, mapping fields, and selecting endpoints. Start with the essential endpoints for reading contact data and gradually extend your flow as you validate results. If you need more control, you can add small automation steps without writing any code.
You’ll typically need the contacts.readonly scope for viewing data. If you plan to create or update contacts or tasks, you may request additional scopes like contacts.write, but start with readonly for safest initial testing.
Yes. You can create tasks and tag contacts via POST endpoints (e.g., POST /contacts/:contactId/tasks and POST /contacts/:contactId/tags). Updates to existing items can be performed with PUT requests as needed.
Rate limits depend on your plan and API usage. If you hit a limit, implement retry logic with exponential backoff and consider batching frequent updates during non-peak hours.
Use the built-in test or sample data features in ConvertFlow to simulate submissions. Check the API responses for status codes and error messages, and adjust field mappings accordingly.
Access a dedicated mappings area in ConvertFlow’s integration settings to review field mappings, endpoint selections, and data types. Update as your CRM schema evolves.
If you encounter authentication issues, re-authorize the API connection, refresh tokens, and verify client credentials and scopes. Review endpoint permissions and ensure the target environment is correct.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
