Use OAuth 2.0 to authorize access to Contacts data with the specified read-only scope (contacts.readonly) to safely read and synchronize information between GHL and Custify.
Authenticate Custify to GHL with your API credentials, granting only the necessary scopes to keep data secure and transfers reliable.
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: a contact is created or updated in GHL, then Custify fetches the latest data to keep records aligned.
Actions: pull contact details using GET /contacts/:contactId and push updates to Custify records, including name, email, phone, and tags.
GET /contacts/:contactId
id, name, email, phone, status, tags, lastUpdated
Trigger: new or updated tasks in GHL tied to a contact
Actions: create or update tasks in Custify via /contacts/:contactId/tasks to drive follow-ups.
POST /contacts/:contactId/tasks
taskId, title, status, dueDate, priority
Trigger: notes added or updated in GHL for a contact
Actions: create notes in Custify via /contacts/:contactId/notes to maintain a complete activity history.
POST /contacts/:contactId/notes
id, content, author, createdAt
Automates data sync without writing code, using built-in triggers and actions.
Speeds up workflows by reusing pre-built blocks for contacts, tasks, and notes.
Scales across many records with minimal setup and maintenance.
Overview of data elements (contacts, tasks, notes) and the processes used to move data between GHL and Custify.
Application Programming Interface; a set of rules that allows apps to communicate and exchange data.
A specific URL path and HTTP method used to perform an action in an API.
A secure authorization framework that issues tokens for access to APIs without sharing credentials.
A URL that receives real-time event notifications from another service.
Leverage webhooks and polling to keep Custify in perfect sync with contact changes in GHL, ensuring up-to-date information at all times.
Automatically generate and assign tasks in Custify when important contact events occur in GHL, guiding reps through next steps.
Attach Notes from GHL to Custify to build a complete activity history for each contact and nurture richer conversations.
Request access with the contacts.readonly scope to begin syncing core data safely.
Map key fields (name, email, phone) from GHL to Custify fields and test each endpoint.
Enable triggers and actions in your workflow, then verify data flow and adjust mappings as needed.
No coding is required for the basic Custify and GHL integration. Use the no-code connectors and webhook-based triggers to get your data flowing. If you need a custom field or a complex mapping, you can adjust within the built-in configuration panels. For more advanced scenarios, refer to the endpoint guide and sample payloads.
The primary required scope is contacts.readonly to safely fetch contact data. Depending on your use case, you can add more granular scopes, but starting with readonly ensures security while you validate the integration. Always follow the principle of least privilege.
All calls use standard HTTPS with token-based authentication. Rate limits apply as with most API providers; if you hit limits, implement exponential backoff and batch requests where possible. Monitoring dashboards help you stay within quotas.
Yes. You can configure tasks and notes as automated actions tied to contact events. This keeps your activity timeline current in Custify without manual steps.
Test the connection by creating a test contact in GHL and verifying it appears in Custify. Use sample payloads and the endpoint reference to confirm field mappings.
Mappings can be customized in the integration settings. You can align name, email, phone, and tags to Custify fields and adjust how tasks and notes are created or updated.
Endpoint details are listed in the Endpoint List section and reflected in the integration guide. For a complete reference, consult the API docs and the mapping workspace within Custify.
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Complete Operations Catalog - 126 Actions & Triggers
