To connect, create an API credential in GHL and assign the necessary scopes. Then configure DocsAutomator to use that credential for API calls.
DocsAutomator will request access to Contacts data via the API and will operate within the granted scope, with all actions visible in your activity logs.
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: a contact is created or updated in GHL; DocsAutomator fetches the contact profile and linked tasks.
Actions: map contact fields to DocsAutomator, create or update tasks for the contact, and sync notes.
GET /contacts/:contactId
id, firstName, lastName, email, phone, status
Trigger: update to a contact’s tasks; fetch tasks and related notes.
Actions: sync tasks to DocsAutomator as to-dos; attach notes as activity records.
GET /contacts/:contactId/tasks
contactId, taskId, dueDate, status, title
Trigger: new task created in DocsAutomator for a contact; propagate to GHL.
Actions: POST /contacts/:contactId/tasks to create tasks from DocsAutomator.
POST /contacts/:contactId/tasks
contactId, title, dueDate, priority
Automate data flow without writing code.
Keep contact data synchronized across apps in real time.
Empower non-technical users to build workflow automations quickly.
Key elements include endpoints, authentication, data mapping, and error handling to ensure reliable automation.
A specific URL that performs an action or retrieves data from the API.
A temporary credential used to authorize access to protected resources via the API.
A static token used to authenticate requests to the API.
A URL path for a specific resource in the API.
Create a new contact in DocsAutomator when a signup occurs in your source system.
Sync tasks from Contacts to DocsAutomator to trigger reminders and due date recalculation.
Pull notes and tags into DocsAutomator to enrich contact profiles and segmentation.
In GHL, generate an API key or OAuth token with suitable scopes, then copy the credential into DocsAutomator.
Map Contacts API endpoints to DocsAutomator actions and define field mappings for contacts, tasks, notes, and tags.
Run a test to verify data flow, then enable the integration for live use.
Answer: You can access core contact data such as name, email, phone, and custom fields via the API. This enables synchronized CRM workflows and personalized automation. Ensure you have the proper scopes enabled to retrieve data.
Answer: Writing to Contacts is supported depending on your granted scopes. Use POST, PUT, and DELETE endpoints to create, update, or delete records as needed, with caution.
Answer: Use the test or sandbox environment if available, and perform read-only tests first before attempting writes. Validate field mappings with sample data.
Answer: They are subject to rate limits per token. Plan requests and implement exponential backoff for reliability.
Answer: A sandbox environment can be used to safely test workflows without affecting production data.
Answer: Implement retry logic, handle 429 and 5xx errors gracefully, and log failures for debugging.
Answer: Yes. Map fields between GHL and DocsAutomator using the built-in mapping tool, and test thoroughly.
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Complete Operations Catalog - 126 Actions & Triggers
