Begin by generating an API key in GHL and granting the minimum scopes needed for read and write access to contacts. Store the key securely and configure your app to send it in the Authorization header.
Set up OAuth or API key exchange between Documint and GHL. Provide the client credentials, authorize redirects, and confirm access with a test request.
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
When you need a single contact record quickly for a marketing or support flow.
Use GET /contacts/:contactId to fetch core fields, then pull related tasks and notes with GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes as needed.
GET /contacts/:contactId
contactId, name, email
When Documint requires a complete activity timeline for a contact.
Query tasks, notes, and appointments via GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments to assemble history.
GET /contacts/:contactId/tasks
contactId, taskId, noteId
When a new contact is created in Documint or existing record updated.
Post new contacts with POST /contacts/ and update with PUT /contacts/:contactId; create related tasks with POST /contacts/:contactId/tasks.
POST /contacts/
contactId, email, name
Automate lead capture by turning Documint forms into GHL contacts with auto-created tasks and notes.
Synchronize activity data (tasks, notes, appointments) across platforms to keep teams aligned.
Scale outreach and support with real-time data sync and minimal manual data entry.
A quick glossary of terms and the data flows involved in the Documint–GHL integration, including endpoints, authentication, and data mapping.
A set of rules and protocols that allow Documint and the GHL Contacts API to communicate, request data, and perform actions.
An authorization framework to grant Documint limited access to GHL resources without sharing credentials.
A specific URL path on the GHL API that performs a defined operation, such as retrieving a contact or updating a task.
A real-time push from GHL to Documint about events like contact updates or new tasks.
Use Documint forms to create new contacts in GHL and attach initial tasks.
Capture support tickets and convert them into tasks or notes in Documint and GHL as needed.
Summarize daily activities from GHL in Documint to inform teams.
Generate an API key in GHL, apply necessary scopes (contacts.readonly and write), and securely store it.
Enter endpoint paths and test credentials, starting with GET /contacts/:contactId and POST /contacts/.
Test data flows, set up error handling, and monitor the sync status.
You do not need to code from scratch to connect Documint with the GHL Contacts API. The integration is designed for no-code or low-code setups using API keys or OAuth. If you have a basic understanding of HTTP requests, you can configure Documint to call the endpoints you need. For more complex flows, a lightweight script or automation block can help, but it isn’t required for core functionality. If you run into authentication or mapping challenges, refer to the endpoint reference and the authentication guide above to ensure your keys and scopes are correctly configured.
Onboarding typically starts with retrieving a contact by ID and creating the initial contact record via POST /contacts/. From there, you’ll likely pull related data such as tasks and notes using GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to build a complete profile. You can also set up a basic syncing flow to ensure updates to a contact’s name or email are reflected in both Documint and GHL. For a smoother rollout, implement a test environment and sample data to validate data mapping before going live.
The integration uses standard API keys or OAuth tokens, which can be scoped to limit access to just contacts. Use HTTPS for all requests and store credentials securely (e.g., in a vault). If your system enforces rate limits, implement simple retry logic with exponential backoff and monitor error responses to adjust request pacing.
Yes. You can push updates back to GHL by using endpoints like PUT /contacts/:contactId to update contact fields, POST /contacts/:contactId/tasks to create related tasks, and POST /contacts/:contactId/tags to manage tags. Ensure you respect write scopes and implement proper error handling to handle conflicts or validation errors.
Rate limits vary by endpoint and plan. To avoid hitting limits, batch requests where possible, cache repeated reads, and implement a backoff strategy on 429 responses. Monitor throughput and adjust concurrency to balance speed with reliability.
Yes. This connector pairs well with Zapier to orchestrate multi-app workflows without heavy coding. You can trigger Documint actions from Zapier or vice versa, using webhooks or scheduled checks to keep data in sync across systems.
Data sync status can be monitored via the Documint dashboard and the API response logs. Set up alerts for failed requests and review endpoint health regularly to ensure ongoing synchronization between Documint and GHL.
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