Use OAuth 2.0 or an API key to securely authorize requests between DashClicks and the Contacts API, ensuring the correct scope is granted for read or write operations.
In DashClicks, create an API key or configure an OAuth client, then authorize requests to the Contacts API with the appropriate scope for your needs.
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
Use when you need a complete profile for one contact to populate a dashboard or a record view.
Actions: fetch contact details, pull related notes and tasks, retrieve appointments.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, company.
Use to review or manage tasks linked to a specific contact.
Actions: list tasks, filter by status, update task status.
GET /contacts/:contactId/tasks
Key fields: taskId, title, status, dueDate, priority.
Use to surface contextual notes for a contact to inform follow-ups.
Actions: list notes, read note content, filter by date.
GET /contacts/:contactId/notes
Key fields: id, note, dateCreated.
Streamline data sync without custom development.
Accelerate workflows with automated data retrieval.
Centralized access to contacts, tasks, notes, and appointments.
This section defines core elements and processes for connecting DashClicks with the Contacts API, including endpoints, authentication, and data fields.
Application Programming Interface: a set of rules that enable two software programs to communicate.
OAuth 2.0 is an authorization framework that enables third-party apps to obtain limited access to a user’s resources without sharing credentials.
A specific URL path in an API that performs a defined operation.
Verification of identity, usually via API keys or OAuth tokens.
Aggregate contact data, notes, and tasks into a single profile to streamline insights.
Auto-create tasks when certain contact events occur, and attach notes automatically.
Trigger workflows using notes content to drive follow-ups and reminders.
In DashClicks, generate an API key and secret, or configure OAuth app credentials.
Set the scope to contacts.readonly to start, then add write permissions as needed.
Run a test call to GET /contacts/:contactId and verify response data.
You authenticate using OAuth 2.0 or an API key, displayed in your DashClicks app settings. Ensure the token includes the correct scope, such as contacts.readonly for read operations. Keep credentials secure and rotate them regularly. In many setups, you can start with a read-only scope to verify data flow before enabling write permissions.
The primary endpoints include retrieving a single contact, a contact’s tasks, notes, and appointments, as well as listing all contacts and managing them (create/update/delete). See the Endpoint List section for full details. Additional endpoints may be available depending on your DashClicks plan and API version.
Yes. Use POST, PUT, and DELETE for creating and updating resources such as contacts and tasks. Each operation requires proper authentication and appropriate scopes. Always validate input data and handle errors gracefully in your integration.
Rate limits depend on your DashClicks plan but expect standard throttling on most accounts. Implement exponential backoff and retries for reliability. If you anticipate higher throughput, contact support to discuss higher limits.
You can run a test call from your app or use a Postman-like tool to validate responses before enabling live data. Use a test contactId that exists in your environment to verify response structure and fields.
Zapier can act as a bridge, but it is not required. You can connect directly via REST calls or use Zapier if it fits your workflow. For complex automations, Zapier can simplify multi-step triggers and actions.
API credentials are available in your DashClicks admin console under API Apps. Create a new app to obtain the client id, client secret, or an API key. Store these securely and rotate on a schedule.
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