Authenticate requests to the Contacts API using OAuth 2.0 or an API key. Ensure your GHL account has the proper scopes to read and manage contact data.
Daylite will leverage the granted credentials to read and push contact data via the API. Store tokens securely and rotate them regularly.
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: when a contact is viewed or exported in Daylite, fetch the contact data along with its tasks and notes from the API.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Methods: GET; Paths: /contacts/:contactId, /contacts/:contactId/tasks, /contacts/:contactId/notes
Key fields: contactId, firstName, lastName, email; taskId; noteId
Trigger: new leads in Daylite create or update a contact and generate a follow-up task in the API.
Actions: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks
Methods: POST; PUT; POST
Key fields: contactId, firstName, lastName, email; taskTitle, dueDate
Trigger: after creating or updating a contact, apply tags and attach notes based on activity in Daylite.
Actions: POST /contacts/:contactId/tags; GET /contacts/:contactId/notes; POST /contacts/:contactId/notes
Methods: POST; GET; POST
Key fields: contactId, tagName, noteContent
Benefit: fast data sync without custom coding
Benefit: centralized client data with real-time insights inside Daylite
Benefit: scalable integration using standard API endpoints and authentication
Definitions of endpoints, authentication and data mapping used in this guide.
A specific URL path and HTTP method used to perform an action on a resource.
An authorization framework that issues tokens to access protected resources.
A data object exposed by the API, such as a contact or task.
A string used to authenticate API requests and grant access within defined scopes.
Automatically generate Daylite contacts from new leads in GHL and create a starter task to follow up.
Sync notes between Daylite and the Contacts API so critical context stays with the contact record.
Auto-tag contacts based on activity and map tags to Daylite segments for campaigns.
Obtain access tokens and configure scopes for contacts.readonly or broader access as needed.
Map Daylite fields to Contacts API resources (contacts, tasks, notes) for accurate data transfer.
Run test syncs, validate data integrity, and set up monitoring and alerts.
Yes, depending on your plan, certain write operations may require additional permissions. Review your app’s scopes and sandbox settings to ensure you can perform the needed actions. If you only need read access, you can start with the readonly scope and expand later. Always follow least-privilege principles.
You can fetch multiple contacts by paging through the /contacts/ endpoint. There is no single bulk export endpoint for all records; use pagination and filtering to retrieve batches. For large datasets, implement incremental syncing based on timestamps.
Respect API rate limits by implementing exponential backoff and retry logic. If you anticipate high volume, coordinate with your API plan limits and consider queued processing. Monitor headers that indicate remaining quota.
OAuth 2.0 is recommended for production apps, providing secure token-based access. API keys can be used for simpler setups or service accounts but should be handled securely and rotated regularly.
Yes. You can map Daylite fields to the corresponding Contacts API resources. Maintain a mapping document and test rigorously. Keep field types and validation consistent to avoid data integrity issues.
API usage can be viewed in your app’s developer console or dashboard. Enable logs and set up alerts for unusual activity to quickly detect problems.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
