To authenticate with the GHL Contacts API, first obtain an access token with the required scope (contacts.readonly). Include the token in the Authorization header as a Bearer token with each request.
Docamatic requires its own API credentials or OAuth token. Use your Docamatic API key or OAuth flow to authorize requests that interact with the Docs/notes/tasks data you surface from GHL.
GET /contacts/:contactId — Retrieve a single contact by ID 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 API Endpoint9: contacts.write 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: A contact is created or updated in GHL.
Actions: Call GET /contacts/:contactId to fetch details, then pull related tasks (GET /contacts/:contactId/tasks) and notes (GET /contacts/:contactId/notes) and push into Docamatic records.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: A contact is tagged in GHL.
Actions: Create or update related tasks in Docamatic based on the tag, or trigger a Kanban action.
POST /contacts/:contactId/tasks
Required: contactId, tagId, taskName
Trigger: A new note is added to a contact in GHL.
Actions: Create or update a corresponding note in Docamatic, linked to the same contactId.
GET /contacts/:contactId/notes
Fields: noteId, contactId, content
No-code automation lets you connect data without writing a line of code.
Drag-and-drop workflows in Zapier-style connectors speed up deployments.
Reusable, scalable automations across contacts, tasks, notes, and appointments.
Understand API endpoints, authentication, triggers, actions, and mapping of fields between GHL and Docamatic.
A specific URL and HTTP method used to access or modify a resource in an API.
The process of proving identity and granting access to the API (e.g., OAuth tokens, API keys).
An event in GHL that starts an automation or a Zap/Docamatic workflow.
An operation performed by the integration in response to a trigger (e.g., create a task, update a note).
When a contact’s task becomes overdue in GHL, automatically generate a Docamatic follow-up task and notify the owner.
Sync new notes from GHL into Docamatic to build a complete contact history view.
Use triggers to apply predefined Docamatic task templates when a contact meets certain criteria in GHL.
Obtain your GHL API token with the contacts.readonly scope and your Docamatic API key or OAuth credentials.
Map GHL contact fields to Docamatic fields and enable the endpoints you need (e.g., GET /contacts/:contactId, GET /contacts/:contactId/tasks).
Run tests, verify data flow for a sample contact, then deploy to production with logging and alerts.
The Contacts API endpoints include retrieving a single contact, tasks, notes, and more. You can also access the full contact list and related business associations. Use the GET methods for read-only operations. You can extend automation by combining endpoints in Zapier-like flows to trigger actions in Docamatic.
Authentication typically uses OAuth 2.0 tokens with the appropriate scopes, or API keys for sideloaded access. Bearer tokens should be included in the Authorization header for each request, with token refresh handled according to your provider. Follow best practices to rotate keys and limit scopes.
Yes. You can fetch tasks (GET /contacts/:contactId/tasks) and notes (GET /contacts/:contactId/notes) for a contact. You can then push updates or create related Docamatic records to keep both systems aligned. Combine these endpoints with Docamatic actions to automate follow-ups and note-taking workflows.
To test the connection, use a sandbox or test token and a sample contactId. Verify responses, check field mappings, and ensure data flows to Docamatic as expected. Use logging and alerts to monitor failures and retries.
GET endpoints read data from the API, while POST endpoints create new records. Understanding when to read versus write helps you design safe automations and avoid duplicate data. Use POST for creating contacts or tasks, GET for retrieval and validation.
No-code setup is possible with point-and-click connectors, but some advanced automations may require light scripting or custom field mappings. Start with drag-and-drop flows and gradually introduce logic as your needs grow.
The Endpoint List is provided in the Endpoint List section of this guide. You can also reference the API docs within your GHL account for official details and latest updates.
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