Initiate a secure connection by authenticating your GHL API credentials to authorize requests to the Contacts API.
In Docsumo, configure the integration with your GHL API key and scope to grant the connector access to 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; 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 new or updated contact is created in GHL; Docsumo pulls the contact data via GET /contacts/:contactId and related endpoints to populate the Docsumo record.
Actions: sync contact fields, create or update the Docsumo record, and pull tasks, notes, and appointments as needed.
Method path: Use GET /contacts/:contactId and associated endpoints to assemble a complete contact profile.
Key fields: contactId, taskId, noteId, appointmentId, businessId
Trigger: updated Docsumo contact data triggers a PUT /contacts/:contactId to update the GHL record.
Actions: map fields (name, email, company, phone) and update in GHL; refresh related tasks as needed.
Method path: PUT /contacts/:contactId
Key fields: contactId, name, email, company, phone, custom fields
Trigger: a contact event prompts task creation in GHL using the appropriate endpoints.
Actions: create tasks in GHL via POST /contacts/:contactId/tasks; optionally sync task status back to Docsumo.
Method path: POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, dueDate, status
Automate data flow between systems without writing code, enabling rapid integration and updates.
Reduce manual data entry and errors by keeping records synchronized in real time.
Faster onboarding and improved visibility into contact activities across platforms for teams.
This glossary covers the core concepts and data elements used when integrating the GHL Contacts API with Docsumo.
A person or company record in the Contacts API, with associated tasks, notes, and appointments.
A to-do item tied to a contact, created or updated via the API.
A note attached to a contact for context or history.
A scheduled meeting or event linked to a contact.
Automatically generate follow-up tasks in GHL when a high-priority contact is updated in Docsumo, ensuring timely outreach and consistent workflow.
Apply dynamic tags in GHL from Docsumo based on interaction history, purchase status, or renewal dates to segment audiences.
Attach Docsumo notes to GHL contacts and tasks to maintain context, making it easier for teams to act on insights.
Obtain API keys from GHL and Docsumo; ensure the correct scopes (read/write) are enabled for accounts involved.
Enter endpoint mappings, field mappings, and trigger rules in Docsumo’s connector setup to align with the 16+ Contacts API endpoints.
Run test scenarios for contacts, tasks, notes, and appointments; monitor activity logs and error alerts before going live.
The Contacts API lets you access, read, and manage contact data including tasks, notes, and appointments. It enables seamless data flow between GHL and Docsumo. This integration supports automating routine updates, enriching contact records, and triggering workflows without writing code. By using REST endpoints, you can fetch, create, update, and delete records as needed. The no-code approach lowers the barrier to getting value quickly.
No advanced coding is required here. The Docsumo connector handles authentication and data mapping. You provide API keys and configure triggers and actions in a guided UI. For complex needs, you can extend the setup with simple mapping rules or use webhooks to tailor the flow.
Essential endpoints typically include GET /contacts/:contactId to read a contact, GET /contacts/:contactId/tasks to pull tasks, and POST /contacts/:contactId/tasks to create tasks. PUT and DELETE endpoints allow updating or removing data as workflows require. Having a clear mapping ensures consistent data synchronization.
Authenticate using your GHL API credentials with the appropriate scope. Store keys securely, rotate them regularly, and restrict access to authorized users. Use secure channels (HTTPS) for all requests and monitor for unusual activity via logs and alerts.
Yes. In addition to contacts, you can sync tasks, notes, and appointments. This creates a holistic view of each contact’s history and helps teams act on context without switching between apps.
No-code integration lets non-developers connect and automate between systems. The connector provides UI-driven configuration, field mappings, triggers, and actions, enabling rapid deployment and iteration.
The glossary covers terms like contact, task, note, and appointment, plus data elements and endpoint meanings. It helps teams align terminology and understand how data flows across the integration.
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