How to connect DocketManager to Contacts API

Integrate Contacts API with DocketManager for seamless customer data.

Step-by-step guide to connect Contacts API with DocketManager

This guide walks you through authenticating, selecting endpoints, and wiring data flows between DocketManager and the GHL Contacts API to power automated workflows.

GHL API authentication

Use standard OAuth 2.0 or an API key to authorize requests to the GHL Contacts API. Store tokens securely, rotate credentials regularly, and include the Authorization header with each call.

DocketManager app authentication

Register the DocketManager app with GHL, obtain client credentials, and configure a secure redirect URI. Use stored keys for requests and implement token refresh as needed.

GHL Contacts API endpoints used in this integration

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; 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

Top 3 connections between Contacts API and DocketManager

Fetch a single contact by ID

Trigger: a request for a specific contact by ID

Actions: retrieve the contact record and pull related notes and tasks to display in DocketManager

GET /contacts/:contactId

contactId, include=notes,tasks

Top 3 connections between Contacts API and DocketManager

Fetch a contact's tasks

Trigger: request to view tasks for a contact

Actions: pull /contacts/:contactId/tasks and map to DocketManager tasks

GET /contacts/:contactId/tasks

contactId, status

Top 3 connections between Contacts API and DocketManager

Create a new task for a contact

Trigger: create task in DocketManager

Actions: POST /contacts/:contactId/tasks to create task in GHL

POST /contacts/:contactId/tasks

contactId, title, dueDate

No-code benefits of connecting Contacts API with DocketManager

Seamless, code-free data synchronization across your tools.

Unified view of customers with synced notes, tasks, and appointments.

Faster onboarding and reduced manual data entry through automated data fetches.

Glossary & key terms

Key elements and processes you’ll encounter include endpoints, authentication, data mapping, and event-driven updates between GHL and DocketManager.

API endpoint

A URL path exposed by the API to retrieve or modify data.

Authentication

The method by which your app proves identity to access the API, typically via OAuth tokens or API keys.

Webhook

A real-time message sent by the system when a specified event occurs, used to trigger syncs.

Client credentials

The pair of keys used for authenticating your app: a client_id and client_secret.

People also Search for:

3 creative ideas for integrating Contacts API with DocketManager

Automated contact onboarding

When a new contact enters DocketManager, automatically fetch their profile from the Contacts API and populate fields.

Bidirectional task sync

Sync tasks between the systems so changes propagate in real-time.

Notes history consolidation

Aggregate notes from the Contacts API into DocketManager for a complete contact history.

3 steps to connect GHL Contacts API with DocketManager

Register and authorize

Create your GHL app, obtain client credentials, configure redirect URI, and request the contacts.readonly scope.

Configure data mapping

Map GHL endpoints to DocketManager fields (contacts, tasks, notes).

Test, monitor, and deploy

Run tests, set up error handling, and deploy with observability.

Frequently Asked Questions

What is the GHL Contacts API used for in the DocketManager integration?

The GHL Contacts API enables your apps to retrieve and manage contact data, tasks, notes, and more. In the DocketManager integration, it serves as the source of truth for contact details and activities. This helps ensure that your CRM and task management stay in sync. Two-way sync and automated data pulls minimize manual data entry and reduce errors.

Some endpoints can be used with no code through webhook-based automation or third-party connectors. However, depending on your requirements, you may implement custom logic to map fields and handle data transformations. The key is to define clear data mappings and retry/error handling strategies.

Authentication typically uses OAuth 2.0 tokens or API keys. You’ll obtain a client_id and client_secret from GHL, request access tokens, and include the Authorization header in requests. Remember to secure tokens, implement token refresh, and limit scopes to only what you need.

Data types include contact records, tasks, notes, and appointments. You can sync basic fields (name, email) and activity data (tasks, notes). Complex mappings may require custom fields or data normalization to fit DocketManager data models.

Yes. GHL and most connectors enforce rate limits. Plan for retries with exponential backoff, monitor quota usage, and design your integration to batch requests where appropriate to stay within limits.

Sandbox or test environments are often available. Use test credentials, simulate realistic data, and verify that syncs behave as expected before going live. Always monitor error logs during testing.

The full API endpoint list is provided in the ENDPOINTLIST section above. Additionally, refer to the GHL API documentation for the latest endpoint details, required headers, and example requests.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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