Authenticate requests to the Contacts API using your API token. Use the Authorization header and include your token with every call.
In Dext connect to the Contacts API by providing the same token or OAuth credentials and verify the connection from the integration panel.
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 updated in Dext, push changes to Contacts API to keep data fresh.
Actions: upsert a contact in Contacts API and sync related notes or tasks as needed.
Method paths: GET /contacts/:contactId, PUT /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: new or updated tasks or notes for a contact in Dext should mirror in Contacts API.
Actions: POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes, or update existing entries.
Method paths: POST /contacts/:contactId/tasks, GET /contacts/:contactId/tasks
Key fields: contactId, taskId, noteId, content
Trigger: add tags or enrich business data for a contact in Dext to reflect in Contacts API.
Actions: POST /contacts/:contactId/tags, PUT /contacts/business/:businessId, etc.
Method paths: POST /contacts/:contactId/tags, GET /contacts/business/:businessId
Key fields: contactId, businessId, tags
Automate data flow without writing code keep contacts tasks and notes in sync automatically.
Fast setup and iteration configure patterns with the UI without developers.
Scalable data access across teams with centralized controls and audit trails.
Here are essential terms and the main processes used to connect Dext with the Contacts API and automate workflows.
A unique identifier for a contact used to look up and link data across endpoints.
A unit of work associated with a contact such as creation update or completion.
A message attached to a contact for context and history.
A label used to categorize and search contacts and businesses.
Use Dext to enrich contact records with social profiles or company data pulled from external sources via the Contacts API.
Create onboarding tasks automatically when a new contact is added in Dext, mapped to the relevant project in the Contacts API.
Sync meeting notes from Dext into the Contacts API to preserve a complete history for each contact.
Obtain your API token and app credentials from your GHL developer portal and Dext integration settings.
Map Contacts API endpoints to Dext actions in your workflow builder and test each path.
Run end to end tests and set up monitoring and alerts for sync failures.
You can authenticate using a Bearer token obtained from the GHL developer portal. Include the token in the Authorization header for each request. If you are using OAuth, follow the standard authorization flow and refresh tokens as needed. Ensure your token has the proper scopes for read and write access.
For syncing contact data use GET /contacts/:contactId and related endpoints to fetch and update. To manage tasks and notes you will use POST and PUT on the relevant endpoints such as /contacts/:contactId/tasks and /contacts/:contactId/notes. Regularly validate paths to ensure data consistency.
Map fields between Dext and the Contacts API by aligning contact fields (name email phone) with the corresponding API payloads. Use the contactId to bind related tasks notes and tags. Test mappings in a sandbox environment before going live.
Rate limits vary by plan and endpoint. Implement exponential backoff and retries for 429 responses. Use batch operations where supported and monitor usage with built in analytics.
Yes you can manage tags via POST /contacts/:contactId/tags and associate business data with /contacts/business/:businessId. Use tags to categorize contacts and enable better segmentation across teams.
Check API response codes and error messages. Use logs from Dext and the API to trace failed calls. Validate credentials, endpoint paths, and payload schemas. Reproduce errors in a development environment before applying fixes.
Credentials are found in the GHL developer portal and in the Dext integration settings. Generate API tokens and configure OAuth as required. Keep credentials secure and rotate them periodically.
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Complete Operations Catalog - 126 Actions & Triggers
