Authenticate using OAuth or API key for the Contacts API endpoint set, with the scope set to contacts.readonly for safe testing.
In Dashly, create an API connection using your GHL credentials, then grant permission to read contact data and verify the connection.
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
When a new (or updated) contact is identified in Dashly, fetch its full profile from the Contacts API
Actions: GET /contacts/:contactId, normalize fields, update Dashly contact record
GET /contacts/:contactId
contactId, email, phone
When a contact gains a new task in Dashly, pull the task list from the Contacts API
Actions: GET /contacts/:contactId/tasks, map taskStatus to Dashly, update tasks in Dashly
GET /contacts/:contactId/tasks
contactId, taskId
When notes are added in Dashly, fetch related notes from the Contacts API
Actions: GET /contacts/:contactId/notes, push notes to Dashly timeline
GET /contacts/:contactId/notes
contactId, noteId
Fast setup with no-code automation to sync contacts and key activities between Dashly and your GHL data.
Automate routine tasks like task creation and note capture without custom coding.
Improve data consistency and customer insights across both platforms.
A quick glossary of terms used in the Dashly-Contacts API integration and how to map elements between systems.
Application Programming Interface; a set of rules that lets two apps talk to each other.
A specific path in an API that performs a defined action, like getting a contact.
The process of verifying identity to grant access.
A callback URL that receives real-time data from a service.
Set up a live sync of contact data so Dashly displays current details without manual refresh.
Automatically pull tasks from the Contacts API when a contact reaches a milestone and create Dashly reminders.
Aggregate contact notes in a single timeline view within Dashly for quick context.
Obtain your API credentials from GHL and set the scope to contacts.readonly for safe testing.
Configure OAuth or API key auth, then run a test request to fetch a sample contact.
Turn on automation rules and monitor data flow between Dashly and Contacts API.
No coding is required. Use the built-in connection interface to authorize and map fields. For advanced users, you can leverage webhooks to extend functionality.
Available endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, and more.
You can sync basic contact fields, tasks, and notes. Most data can be returned under read-only scope.
Use the test button in your integration settings to run a sample request and verify the response.
Yes. The default scope is read-only, but you can request additional permissions if needed.
Certain fields can be mapped and transformed during the sync to fit your Dashly layouts.
There is a dedicated status dashboard showing sync health, last run time, and error alerts.
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