Set up secure authentication for the Contacts API connection using API keys or OAuth tokens with the defined scope: contacts.readonly to read contact data.
Authorize Demand IQ to access the Contacts API by exchanging credentials and setting the proper scopes.
GET /contacts/:contactId — Read a single contact GET /contacts/:contactId/tasks — Read a contact’s tasks GET /contacts/:contactId/tasks/:taskId — Read a specific task GET /contacts/:contactId/notes — Read contact notes GET /contacts/:contactId/notes/:id — Read a note GET /contacts/:contactId/appointments — Read contact appointments GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts by business contacts.write — write permission on contacts POST /contacts/ — Create a contact PUT /contacts/:contactId — Update a contact DELETE /contacts/:contactId — Delete a contact POST /contacts/:contactId/tasks — Create a task for a contact PUT /contacts/:contactId/tasks/:taskId — Update a task PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact
Trigger: when a contact is updated in Demand IQ, fetch the latest profile and tasks from the Contacts API.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks to pull current data; update Demand IQ records accordingly.
Method/Path: GET /contacts/:contactId
Key fields: contactId, lastUpdated
Trigger: new lead in Demand IQ creates a contact in the Contacts API.
Actions: POST /contacts/ with name, email, businessId; optionally assign tags.
Method/Path: POST /contacts/
Key fields: name, email, businessId
Trigger: a task or note is updated in Demand IQ; reflect in the Contacts API.
Actions: PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/notes/:id
Method/Path: PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, updatedAt
Benefit 1: Rapid setup with no-code automation builders
Benefit 2: Scalable data sync between Demand IQ and Contacts API
Benefit 3: Centralized, auditable contact workflows across platforms
This glossary covers core terms and processes used when linking Demand IQ with the Contacts API, including endpoints, authentication, and data mapping.
A person or organization in your Contacts database that you manage in Demand IQ and link to tasks and notes.
A specific URL path and HTTP method used to perform an action against the API.
A unit of work assigned to a contact that tracks progress and due dates.
A short text attached to a contact to capture additional context or updates.
Create dynamic tags in Demand IQ when a new contact is added via the Contacts API to help segmentation.
Link task completion in Demand IQ to automatic note creation in the contact record.
Map Demand IQ insights to contact fields using the API to enrich profiles.
Obtain your API keys or OAuth tokens for both systems and ensure proper scopes.
Define how Demand IQ fields map to Contacts API fields and set up endpoint permissions.
Run tests to verify data flows and monitor for errors; adjust mappings as needed.
No heavy coding is required. Many integrations use no code or low code automation builders to map fields and route data between Demand IQ and the Contacts API. Start with templates and adjust mappings as needed. If custom logic is needed, simple scripts or webhooks can be added.
You can use API keys or OAuth tokens for authentication. Ensure the access token has the required scope, such as contacts.readonly for reading data. Rotate credentials regularly and store them securely in your integration platform.
Key endpoints include reading contacts, their tasks, notes, and creating or updating contacts. For a minimal sync, start with GET /contacts/:contactId and POST /contacts/. Expand to tasks and notes as your workflow requires.
Map Demand IQ fields like name, email, and businessId to corresponding Contacts API fields. Use a mapping layer in your automation to translate field names and formats, and validate data types before transmitting.
Yes. Use sandbox or test records and mock events to validate triggers and actions. Most platforms provide test modes to prevent changes to live data while you verify flows.
Audit trails are typically available in the integration platform. Enable verbose logging and export logs to your preferred storage. Use these logs to trace changes back to a specific trigger and user action.
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Complete Operations Catalog - 126 Actions & Triggers