Use your GHL API credentials to authenticate requests to the Contacts API. The integration utilizes the contacts.readonly scope by default, with options to expand to read/write as needed.
Grant Demio permission to access GHL data by configuring OAuth scopes or API keys within your GHL account and ensuring the Demio app is enabled in your connections.
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 new or updated contact is detected in Demio, fetch the latest record from the GHL Contacts API to keep data in sync.
Actions: GET /contacts/:contactId to fetch details; GET /contacts/:contactId/notes; GET /contacts/:contactId/tasks.
GET /contacts/:contactId
Key fields: contactId, email, firstName, lastName, phone, tags
Trigger: When a Demio task is updated or completed, mirror the change in GHL to maintain alignment.
Actions: PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; GET /contacts/:contactId/notes
PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: A new Demio registration creates a contact in GHL to kick off onboarding.
Actions: POST /contacts/ to create a contact; GET /contacts/ to verify; POST /contacts/:contactId/tasks to begin onboarding tasks.
POST /contacts/
Key fields: contactId (auto-generated), email, name, phone, source
Automatic bi-directional sync ensures data consistency without manual data entry.
Streamlined follow-ups: tasks and notes stay aligned between Demio and GHL for better outreach.
No-code automation with triggers and actions reduces admin overhead and speeds up campaign workstreams.
This glossary covers API endpoints, triggers, actions, and field mappings used in the Demio to GHL integration.
Application Programming Interface that lets Demio access GHL Contacts data.
A specific URL path in the GHL API used to perform an operation.
The level of access granted to the Demio app for GHL data, such as contacts.readonly.
An event in Demio or GHL that starts an automation or action in the integration.
Automatically create or update a GHL contact when a new Demio registration occurs and apply a campaign tag to segment follow-ups.
After a Demio session, push key notes to the GHL contact, ensuring your team sees context in one place.
Create an onboarding task set in GHL when a new Demio event indicates a new user, accelerating onboarding timelines.
In GHL, generate an API token with the Contacts API scope and store it securely for Demio to use.
In Demio, connect to GHL using the token and grant necessary permissions to read and write Contacts data.
Define field mappings (email, name, phone) and run test events to verify data flows across endpoints.
No coding is required for a basic setup. Use the GHL App Connector and Demio integration to establish the connection with a few clicks. For more complex workflows, you can augment with no-code automation tools to add conditional logic. If you do want to extend beyond basics, simple drag and drop automations can handle common scenarios without writing code.
For a foundational sync, you will use endpoints to retrieve contact details, notes, and tasks. The essential calls are GET /contacts/:contactId and related sub-resources. You may also create contacts with POST /contacts/ and map key fields.
Test by creating a sample contact in Demio, then verify the corresponding contact in GHL has the mapped fields. Use test events to trigger updates and review logs in both systems for any mismatches.
Yes. If you enable read/write scopes, you can update contacts, tasks, and notes in GHL from Demio or its automation Runners. Begin with read/write cautiously and monitor changes.
If you hit rate limits, spread requests over time using retries and exponential backoff. Consider batching non-urgent requests and using incremental sync to reduce peak traffic.
API credentials are available in your GHL account under API Keys or Developer Settings. Save tokens securely and configure Demio to reference them during setup.
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Complete Operations Catalog - 126 Actions & Triggers
