Authenticate with OAuth 2.0 and grant the necessary scopes to read and write contacts, tasks, notes, and appointments. Store tokens securely and refresh as needed.
Convertri connects to GHL using OAuth 2.0 or API keys. When you authorize, you’ll grant the app permission to manage contacts, tasks, notes, and tags in your GHL account.
Endpoints include: 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: A new form submission in Convertri creates a contact in GHL via POST /contacts/.
Actions: Map form fields to contact fields, then optionally attach tags and create a follow-up task.
POST /contacts/
Key fields: email, first_name, last_name, phone
Trigger: Updated contact details in Convertri trigger a PUT to /contacts/:contactId
Actions: Sync changes to name, email, phone and notes.
PUT /contacts/:contactId
Key fields: contactId, email, phone
Trigger: New contact created in GHL can trigger a follow-up task creation via POST /contacts/:contactId/tasks
Actions: Create a default follow-up task with assigned owner and due date.
POST /contacts/:contactId/tasks
Key fields: contactId, title, due_date
Zero‑code automation to sync data and trigger workflows from forms and funnels.
Faster CRM data synchronization without manual data entry.
A unified client view with conversations, tasks, notes, and tags in one place.
Key elements: Contacts, Tasks, Notes, Appointments, Tags. Processes: authentication, endpoint usage, data mapping, error handling, and retry logic.
An individual CRM record containing identifiers and profile fields (name, email, phone, company).
A to-do item linked to a contact to drive follow-ups.
A free-form comment attached to a contact to log interactions.
Scheduled meeting or call linked to a contact.
When a new contact is created from a Convertri form, automatically create a welcome task in GHL to kick off onboarding.
Sync changes from GHL back to Convertri segments for targeted campaigns.
Aggregate notes in GHL and surface summaries in Convertri forms for context.
In GHL, generate API keys or OAuth client credentials and note the required scopes.
In Convertri, connect to GHL using the credentials and authorize access to Contacts.
Map Convertri form fields to GHL contact fields, run test transactions, and review logs.
To authenticate, use OAuth 2.0 for your GHL account and grant Convertri the scopes to read and write contacts, tasks, notes, and appointments. After you authorize, securely store the access token and refresh it when it expires. If you prefer API keys, generate a key in your GHL developer settings and pass it in the Authorization header for each request. Always follow best practices to rotate credentials and limit scopes to what you need.
For creating contacts, use POST /contacts/ to create a new record from a Convertri form. If you need to update existing records, PUT /contacts/:contactId to keep data synchronized. Other useful endpoints for creation and initial mapping include POST /contacts/:contactId/tasks to create follow-up items and POST /contacts/:contactId/tags to apply tags for segmentation.
Yes. You can update contact details from Convertri by sending PUT /contacts/:contactId with the fields you want to change. Map the form fields to the corresponding contact fields in GHL. Be mindful of conflict resolution rules and ensure only the fields that should be updated are sent to avoid overwriting critical data.
Tasks and notes are supported through endpoints under /contacts/:contactId/…, such as POST /contacts/:contactId/tasks and GET /contacts/:contactId/notes. You can create, read, update, or delete items as part of your workflow. You can chain notes to a contact to capture interaction history, and create tasks to drive follow-ups automatically from Convertri events.
Rate limits vary by your GHL setup. Start with default limits and monitor the headers in responses to adjust your retry strategy. For security, use OAuth tokens or API keys, restrict the allowed scopes, and never expose tokens in client-side code. Enable logging and IP allowlists where available.
No coding is required to set up the integration. Use the Convertri app connector and the GHL API endpoints in a few clicks. If you need custom mappings, you can use no-code field mapping to connect Convertri form fields to GHL contact fields and then test flows in your sandbox environment.
Test by submitting a sample Convertri form and verifying that the contact, tasks, and notes appear correctly in GHL. Check the logs, verify field mappings, and adjust mappings or endpoints until data flows as intended.
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Complete Operations Catalog - 126 Actions & Triggers
