To begin, generate an API key or OAuth token for the Contacts API in your GHL account using the required scope: contacts.readonly. Then configure DaySchedule to use that credential when querying data.
Grant DaySchedule permission to read data from the Contacts API. This enables DaySchedule to retrieve contacts, their tasks, notes, and appointments in accordance with your security policies.
Here are the API endpoints available for integration (read-only by default; some endpoints may require additional scopes): 1) GET /contacts/:contactId — Retrieve a single contact by ID. 2) GET /contacts/:contactId/tasks — List tasks for a contact. 3) GET /contacts/:contactId/tasks/:taskId — Get a specific task. 4) GET /contacts/:contactId/notes — List notes for a contact. 5) GET /contacts/:contactId/notes/:id — Get a specific note. 6) GET /contacts/:contactId/appointments — Retrieve appointments for a contact. 7) GET /contacts/ — List contacts. 8) GET /contacts/business/:businessId — Get contacts for a business. 9) contacts.write — Write permissions for contacts. 10) POST /contacts/ — Create a new contact. 11) PUT /contacts/:contactId — Update a contact. 12) DELETE /contacts/:contactId — Delete a contact. 13) POST /contacts/:contactId/tasks — Create a task for a contact. 14) PUT /contacts/:contactId/tasks/:taskId — Update a task. 15) PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed. 16) DELETE /contacts/:contactId/tasks/:taskId — Delete a task. 17) POST /contacts/:contactId/tags — Tag a contact.
Trigger: A contact is created or updated in GHL; DaySchedule fetches the up-to-date tasks and notes and syncs the DaySchedule record.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, then map fields into DaySchedule.
GET /contacts/:contactId
id, name, email, phone, tasks, notes
Trigger: notes or appointments updated in GHL; DaySchedule pulls changes to keep records in sync.
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments; push updates to DaySchedule with proper associations.
GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
note_id, appointment_id, content, date
Trigger: GHL tags added or updated for a contact.
Actions: POST /contacts/:contactId/tags to apply tags; map to DaySchedule segments for targeted follow-ups.
POST /contacts/:contactId/tags
contactId, tags
No-code data sync: Use triggers and actions to automate workflows without writing code.
Unified data surface: Access contacts, tasks, notes, and appointments in a single interface.
Fast setup: Prebuilt templates and field mappings accelerate integration and go-live time.
This glossary explains the terms used in this guide, including API endpoints, triggers, actions, and field mappings.
A URL path and HTTP method used to access a resource in the GHL Contacts API.
An event in GHL or DaySchedule that starts a workflow or data sync.
An operation performed by DaySchedule in response to a Trigger.
How fields in GHL map to DaySchedule fields for data synchronization.
When a new contact is created in the GHL Contacts API, DaySchedule can automatically create a follow-up task with a due date based on a template.
Automatically add DaySchedule reminders for upcoming appointments pulled from GHL to improve follow-ups.
Tags from GHL can segment contacts in DaySchedule for tailored follow-ups and reporting.
Obtain credentials from GHL and authorize DaySchedule to read Contacts data with the required scope.
Map transferred fields (contactId, tasks, notes, appointments) between GHL and DaySchedule.
Run tests, verify data integrity, and enable live sync with logging and alerts.
DaySchedule requires read access to Contacts data. Use the scope provided (contacts.readonly) to limit permissions and protect sensitive information. For most scenarios, read-only access is sufficient to pull contacts, tasks, notes, and appointments into DaySchedule. For broader data needs, elevate to write access only after security reviews, and rotate credentials regularly.
Essential endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, and GET /contacts/ to retrieve lists. Depending on your workflow, you may also use POST/PUT endpoints to create or update data. Always align endpoint usage with your declared scope and governance.
Data synchronization can be pull-based or event-driven via webhooks. Map fields consistently (IDs, timestamps, and related task/note IDs) to avoid duplicates. Monitor rate limits and implement retries to maintain data integrity.
Yes. If your integration requires writing data back to GHL, use the appropriate write endpoints (POST/PUT/DELETE) with proper authorization. Implement conflict resolution and audit logging to preserve data quality.
Protect credentials by storing them securely, applying least-privilege scopes, and rotating tokens regularly. Use OAuth where possible and enable access logs and alerts to detect unusual activity.
Webhooks enable near real-time updates, but polling can be used if webhooks are unavailable. If you use polling, choose a reasonable interval to balance freshness with API usage limits.
Yes. No-code options include prebuilt templates, triggers, and field mappings inside DaySchedule. You can set up integrations without writing code, then customize via UI settings and mapping rules.
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