Create or obtain GHL API credentials and grant DocsBot AI the requested scope to read and manage contact data.
Connect DocsBot AI to your GHL account and approve the requested scopes so DocsBot AI can automate workflows on Contacts data.
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; Action: DocsBot AI fetches the contact, its tasks, and notes in a single flow.
Actions: call GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes to assemble a complete profile.
GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, name, email, phone, lastActivity, notes, tasks
Trigger: Task status changes to completed in DocsBot AI; Action: mark the corresponding task in GHL as completed.
Actions: PUT /contacts/:contactId/tasks/:taskId/completed to set completed; optionally update contact activity.
PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, completed, completedAt
Trigger: DocsBot AI assigns or updates a tag based on contact data; Action: apply tag to the contact.
Actions: POST /contacts/:contactId/tags to add tags; keep tag list in sync with DocsBot AI insights.
POST /contacts/:contactId/tags
Key fields: contactId, tags
No‑code or low‑code integration lets teams connect DocsBot AI with the Contacts API without writing software.
Real-time data sync of contacts, tasks, notes, and tags enables timely insights and automations.
Secure, scoped access using API credentials keeps data protected while enabling automation.
This glossary defines essential terms for the GHL Contacts API and DocsBot AI integration, including endpoints, triggers, actions, and data fields.
A set of endpoints that let DocsBot AI request data from GHL within a defined scope and authorize actions.
A specific URL path in the GHL API used to perform an operation.
An event in GHL that initiates a workflow in DocsBot AI.
An operation executed in GHL as a response to DocsBot AI instructions.
DocsBot AI analyzes documents and creates a concise summary note on the contact via the Notes endpoint.
Based on interaction history, DocsBot AI assigns tags to help qualify leads and priorities.
Automatically create follow-up tasks when a contact shows interest or when a note is added.
Obtain an API key and set the required scopes (contacts.readonly) in GHL, then store securely in DocsBot AI.
Enter the credentials into DocsBot AI, authorize access, and run a test fetch to confirm connectivity.
Create triggers for new contacts, task updates, notes, and tag assignments to automate processes.
DocsBot AI connects to the GHL Contacts API to access and enrich contact data for automated workflows. It can pull core contact details, related tasks, and notes to assemble a complete profile. This enables streamlined, no-code automation across your team. 2/2
You’ll need API credentials from GHL with the appropriate scope (contacts.readonly). In DocsBot AI, securely store and reference these credentials to establish a connection and test access. Always follow your org’s secret management guidelines. 2/2
The integration uses endpoints to read and relate data: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and related endpoints for updates like PUT /contacts/:contactId/tasks/:taskId/completed and POST /contacts/:contactId/tags. Not all endpoints are required for every page. 2/2
Yes. You can use a sandbox or test GHL account to verify connections and mock data. When you’re ready, swap in production credentials and monitor activity in your logs. 2/2
Credentials are scoped to the minimum permissions needed (e.g., contacts.readonly). Data is transmitted over secure channels, and DocsBot AI respects rate limits, logs access, and follows your security policies. 2/2
DocsBot AI can read contact data. With appropriate permissions, it can also create or update certain fields or related items (like notes, tags, or tasks) if your workflow requires writable endpoints. Always test changes in a safe environment. 2/2
You can review activity in DocsBot AI’s logs and in GHL’s API usage logs. Consider enabling webhooks for real-time updates and setting up alerts for failed calls. 2/2
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Complete Operations Catalog - 126 Actions & Triggers
