Requests to the Contacts API require a valid API key or OAuth token with scopes for read and write access (e.g., contacts.readonly and contacts.write). Store credentials securely and rotate tokens regularly.
Authorize Dialpad to access your Contacts API data using OAuth 2.0 or an API key, granting only the necessary scopes to keep data safe. Re-authenticate if scopes change.
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 opened in Dialpad to fetch the latest details, tasks, notes, and appointments from Contacts API.
Actions: retrieve GET /contacts/:contactId and related resources; display in Dialpad; optionally cache locally.
GET /contacts/:contactId
contactId, name, email, phone, company
Trigger when a user creates or edits a contact in Dialpad to push changes to Contacts API.
Actions: POST /contacts/ to create or PUT /contacts/:contactId to update; optionally add tags with POST /contacts/:contactId/tags.
POST /contacts/; PUT /contacts/:contactId
contactId, name, email, phone
Trigger when tasks or notes are updated in Dialpad to keep Contacts API in sync.
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/notes; PUT /contacts/:contactId/notes/:id; GET /contacts/:contactId/appointments
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/notes
taskId, taskName, dueDate, completed; noteId, content
No‑code data sync between Dialpad and the Contacts API lets teams move faster without custom development.
Unified views: access contact history, tasks, notes, and appointments in a single place.
Automated triggers and workflows reduce manual data entry and improve consistency.
This glossary covers core data elements and the processes used to connect Dialpad with the Contacts API.
The process of proving identity to obtain an access token for API calls (e.g., OAuth 2.0, API keys).
A specific URL path in an API that performs a defined operation on a resource.
A person or entity stored in the Contacts API with fields like name, email, phone, and company.
An event in Dialpad that starts an automation or integration action with the Contacts API.
When a Dialpad call results in a new contact, automatically create or update the contact in the Contacts API and attach related notes.
Generate tasks in the Contacts API after important calls or events to ensure follow-up.
Parse notes and calls to apply dynamic tags to contacts for smarter segmentation.
In the GHL dashboard, generate an OAuth token or API key and grant read/write access to Contacts data.
Map Dialpad fields to Contacts API fields (name, email, phone, notes) to ensure accurate sync.
Create no‑code workflows to automate data flow and trigger actions from Dialpad events.
The integration uses standard authentication methods (OAuth 2.0 or API keys) with encrypted connections. Regular security reviews and token rotations help protect your data. For sensitive operations, limit scopes to the minimum required.
Most workflows rely on reading contact data and syncing related resources like tasks, notes, and appointments. Essential endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. POST/PUT endpoints are used for creating or updating data.
Yes. If you have appropriate scopes (contacts.write), you can create or update contacts from Dialpad using POST /contacts/ and PUT /contacts/:contactId. You can also tag contacts with POST /contacts/:contactId/tags.
No coding is required for typical uses. The no-code builder lets you connect triggers to actions, map fields, and set conditions without writing code. Complex scenarios may require lightweight logic.
Authentication scopes should be granted based on the least privilege principle. Use read-only scopes where possible and add write scopes only for operations that require changes to Contacts data.
Batching and scheduling are supported in many integrations. Use webhooks or scheduled tasks to sync data at intervals that fit your workflow. Check API rate limits for guidance.
You can view request/response logs and error messages in the no-code builder’s monitoring tab. For deeper troubleshooting, use API analytics or a separate logging service linked to your workspace.
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Complete Operations Catalog - 126 Actions & Triggers
