Obtain an API key or OAuth token from your GHL developer console and configure it in Documentero to authorize requests to the Contacts API.
In Documentero, connect your GHL account by granting access. Documentero will securely store credentials and use them to make API calls on your behalf.
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
Trigger when a contact is created or updated in GHL to immediately reflect changes in Documentero.
Actions include creating or updating contacts, notes, tasks, and tags in Documentero.
Use GET /contacts/:contactId to fetch current data, and POST /contacts/ or PUT /contacts/:contactId to apply updates.
Key fields: contactId, updatedAt, businessId
Schedule periodic checks to pull changes from GHL and push them to Documentero.
Automates updates like adding tasks or notes in Documentero based on GHL events.
Rely on read endpoints (GET /contacts and GET /contacts/:contactId) to detect changes; push with POST/PUT as needed.
UpdatedAt, contactId
Configure GHL to send webhooks on contact changes to Documentero.
Create or update records in Documentero based on webhook payloads (contacts, notes, tasks, tags).
No direct method path; webhook receiver handles updates.
webhookId, payload, contactId
Build powerful automations without writing code; connect endpoints via visual workflows.
Keep contact data in sync across systems with minimal setup and maintenance.
Scale processes as your team grows without adding developers.
Understand endpoints, triggers, actions, payloads, and field mapping used to integrate the GHL Contacts API with Documentero.
A real-time callback mechanism that delivers event data to Documentero whenever a defined event occurs in GHL.
A specific URL that performs a defined operation on the GHL API, such as retrieving or updating a contact.
An open standard used to grant restricted access to GHL resources without sharing passwords.
The data carried by an API request or response, often in JSON format.
Set up a rule to tag contacts in Documentero when GHL activity indicates a category change or update.
Automatically create tasks in Documentero when notes or appointments are added in GHL.
Consolidate updates from contacts, notes, tasks, and tags into a single timeline in Documentero.
Grant access to GHL from Documentero and confirm permissions.
Match GHL contact fields to your Documentero data model.
Run tests and switch on automation to go live.
Most tasks require no code. A basic understanding of the UI and how endpoints map to data fields is enough to get started. The Documentero editor provides visual blocks to connect triggers to actions.
Documentero supports OAuth tokens or API keys, depending on the GHL setup. Use whichever method your organization administers, and rotate credentials regularly for security.
Use GET /contacts/:contactId to fetch individual records or GET /contacts/ to retrieve lists. For tasks, notes, and tags, use the corresponding endpoints listed in the endpoint section.
Yes. You can filter by fields supported by the API (such as businessId) within the request URL or by applying filters in your document workflows.
Configure a trigger on changes in GHL or use webhooks. Then map the updated data to Documentero actions such as create/update for the target records.
There are rate limits depending on your GHL plan. Plan your polling or webhooks to avoid hitting quotas; implement retries where needed.
Handle errors with built-in retries, and use logs to diagnose issues. Start with a test run to confirm mappings before going live.
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Complete Operations Catalog - 126 Actions & Triggers
