Access to the Contacts API requires secure authentication. Use OAuth 2.0 with a valid access token and include the token in the Authorization header when making requests. Ensure the token has the required scope for read-only access.
Authenticate Credly’s integration with GHL using a trusted method (API key or OAuth). Store tokens securely and refresh as needed to maintain uninterrupted data flow.
Endpoint list: 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: contact record updated in Contacts API
Actions: pull /contacts/:contactId and upsert corresponding Credly records; fetch /contacts/:contactId/tasks for related credential actions
GET /contacts/:contactId, GET /contacts/:contactId/tasks
Key fields: contactId, email, name, status, lastUpdated
Trigger: new or updated tasks in Contacts API
Actions: create/update tasks in Credly based on /contacts/:contactId/tasks and /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: taskId, contactId, status, dueDate
Trigger: note/tag activity in Contacts API
Actions: push /contacts/:contactId/notes and /contacts/:contactId/tags to Credly records
GET /contacts/:contactId/notes; POST /contacts/:contactId/notes; POST /contacts/:contactId/tags
Key fields: contactId, noteId, tagList
Automate routine updates without writing code, saving time and reducing human error.
Centralize contact data and credential actions in one place for faster decision making.
Scale your workflow with repeatable, reliable integrations between Contacts API and Credly.
A quick glossary of terms and the common processes used when connecting GHL with Credly via the Contacts API.
API stands for Application Programming Interface. It exposes endpoints your app can call to read or modify data.
OAuth 2.0 is the standard authorization framework used to securely obtain access tokens for API requests.
A webhook is a callback mechanism that notifies your app when an event occurs in another service.
Scope defines the permissions granted to an access token, determining which endpoints can be called.
Automatically update Credly credentials when a contact’s status in the Contacts API changes, ensuring accurate representations.
Add new contacts in bulk from your CRM into Credly to kick off credential workflows at scale.
Keep tasks in Credly in sync with the Contacts API so teams stay aligned.
Gather your API keys, set up OAuth credentials, and confirm scopes align with read permissions.
Define the scopes you need and obtain access tokens that grant them for secure API calls.
Map Contacts API endpoints to Credly actions and set up data transformations.
You can read contact data via endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks. To write or update, use POST /contacts/ and PUT /contacts/:contactId. Always honor the scope defined for your token. Validate responses in your app before syncing.
Use OAuth 2.0 tokens and include Authorization headers in requests. For GHL and Credly, configure a secure flow to exchange tokens and refresh as needed. Store tokens securely and rotate them regularly.
Yes. You can push updates to tasks, notes, and tags using endpoints like PUT /contacts/:contactId/tasks/:taskId and POST /contacts/:contactId/notes. Ensure proper permissions and conflict resolution logic.
Rate limits depend on your plan and endpoint. Plan for bursts during onboarding and data migrations. Implement exponential backoff and retries in your integration.
Map contactId, email, name, status, and updated timestamps between the Contacts API and Credly to ensure consistent records and proper credential actions.
Test with a small dataset in a sandbox or staging environment. Use test tokens, verify every endpoint response, and monitor logs for errors before going live.
Endpoint details, parameters, and example requests are available in your API documentation or developer portal. Review the docs for each endpoint and include required headers.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers