Authenticate calls to the Contacts API with your API token and the defined scope (contacts.readonly).
In Crove, add your Contacts API credentials to authorize requests securely.
Core 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 contacts.write 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, Crove can create a matching task in Contacts API.
Actions: create or update tasks, assign due dates, and link to the contact.
Example method paths: POST /contacts/ and POST /contacts/:contactId/tasks
Key fields: contactId, taskId, dueDate, status
Trigger: on note creation or update for a contact.
Actions: create or update notes in Contacts API.
POST /contacts/:contactId/notes, PUT /contacts/:contactId/notes/:id
Key fields: contactId, id (noteId)
Trigger: appointment creation or updates.
Actions: create, update, or cancel appointments.
GET /contacts/:contactId/appointments, POST /contacts/:contactId/appointments
Key fields: contactId, appointmentId, time, status
Automate repetitive workflows without writing code.
Real-time data sync between systems for accuracy.
Easily extend with new endpoints and apps as needs grow.
A quick glossary of terms used in this guide: endpoints, triggers, actions, and mappings.
A specific URL in an API that performs a defined operation.
A callback URL configured to receive real-time events from the API.
The process of proving identity to grant access to API resources (tokens, keys, OAuth).
A unit of work assigned to a contact, used to track progress.
When a new contact is added in Crove, automatically create a matching contact in Contacts API and kick off onboarding tasks.
Trigger Crove tasks from notes or events in Contacts API to keep follow-ups timely.
Consolidate notes and appointment data into Crove dashboards for quick insights.
In Crove, add the Contacts API credentials and generate an API token with the appropriate scope.
Map fields like contactId, taskId, notes, and appointments between Crove and Contacts API.
Run tests to verify data flows, then enable automation in production.
The Contacts API scope used here is contacts.readonly to limit access to read data only. You can request broader scopes if you need write permissions. Ensure tokens are kept secret and rotated regularly. In Crove, you’ll connect using a token with the required scope to drive automations.
No extensive coding is required. Crove provides visual builders and triggers to connect endpoints. You may need basic configuration for field mappings and authentication settings, but no programming is required for standard flows.
Start with core endpoints like GET /contacts/:contactId and POST /contacts/ to validate basic data flow. Then extend to tasks, notes, and appointments as needed.
Yes. You can map fields between Crove and Contacts API and store mappings in Crove. Use the endpoint definitions to tailor your automation.
Connections use token-based authentication over HTTPS, with scopes limiting access. Always protect tokens and use secure storage in Crove.
Test the workflow in a staging environment by running sample contacts and tasks through the integration. Check data in both Crove and Contacts API.
Examples include onboarding a new customer, syncing notes for a contact, and scheduling follow-up appointments.
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Complete Operations Catalog - 126 Actions & Triggers
