Authorize requests with a GHL API token (scope: readonly for these endpoints). Include the token in the Authorization header as Bearer {token}. Treat tokens as sensitive and rotate regularly.
In Docupilot, configure the GHL integration by entering the GHL base URL and the API token. Save changes and test the connection to confirm access.
Endpoints exposed by the Contacts API include: GET /contacts/:contactId to retrieve a contact; GET /contacts/:contactId/tasks to list tasks for a contact; GET /contacts/:contactId/tasks/:taskId to fetch a specific task; GET /contacts/:contactId/notes to list notes; GET /contacts/:contactId/notes/:id to fetch a note; GET /contacts/:contactId/appointments to view appointments; GET /contacts/ to list contacts; GET /contacts/business/:businessId to fetch a business contact; POST /contacts/ to create; PUT /contacts/:contactId to update; DELETE /contacts/:contactId to delete; POST /contacts/:contactId/tasks to create a task; PUT /contacts/:contactId/tasks/:taskId to update a task; PUT /contacts/:contactId/tasks/:taskId/completed to mark complete; DELETE /contacts/:contactId/tasks/:taskId to delete a task; POST /contacts/:contactId/tags to add tags.
Trigger: When a new contact is created in Docupilot, fetch the contact’s details and associated tasks from GHL.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments.
Method paths: Use HTTP GET for all retrieved resources.
Key fields mapped: contactId, name, email, phone, taskId, taskStatus, notes.
Trigger: When a task is updated or completed in Docupilot, push the status to GHL.
Actions: PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed.
Methods: PUT (and PATCH where supported) for updates.
Key fields: contactId, taskId, completed, status.
Trigger: New or updated notes in GHL reflect in Docupilot.
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/tags.
Methods: GET and POST.
Key fields: contactId, noteId, content, tagId.
No-code automation: Build workflows using triggers and actions without writing code.
Unified data flow: All contact data, tasks, notes, and tags stay in sync in Docupilot and GHL.
Faster deployment: Launch automated document workflows quickly with ready-made endpoints.
This section defines endpoints, authentication, triggers, actions, and mappings used to connect Docupilot with the GHL Contacts API.
GHL is a CRM and automation platform offering REST APIs to manage contacts, tasks, notes, and more.
A URL path used to access or modify resources via HTTP methods.
Authorization uses Bearer tokens to authenticate API requests.
A mechanism for real-time updates; used for event-driven automations when supported by the API.
Automatically generate a Docupilot document template using contact fields when a new contact is added in GHL.
Sync task status changes from Docupilot back to GHL to keep teams aligned.
Use contact notes to auto-populate proposals or reports in Docupilot.
Obtain a valid GHL API token with the correct scope and enter it into Docupilot’s GHL integration settings.
Select endpoints (contacts, tasks, notes, appointments) and map fields (name, email, taskId, noteId) between GHL and Docupilot.
Run tests, verify data sync, and enable automations across Docupilot and GHL.
GHL uses Bearer token authentication. Requests to the Contacts API require a valid token with the correct scope. The token should be included in the Authorization header as Bearer {token}.
The core endpoints allow reading a contact and related resources such as tasks, notes, and appointments (e.g., GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes).
Write access may not be available with the default readonly scope. If you need modification rights, request appropriate scope from GHL or use an account with higher privileges.
To test the connection, use Docupilot’s integration test tool or a REST client to call GET endpoints and verify responses. Check for proper authentication, correct base URL, and field mappings.
No code is required for basic reads and mappings. You can leverage the Zapier App Connector or Docupilot’s built-in integration UI to connect over the APIs.
Common mapped fields include contactId, name, email, phone, and for tasks: taskId, status, dueDate; for notes: noteId, content. You can extend mappings to custom fields as needed.
Endpoint paths and parameters are shown in the Endpoints section above and documented in the GHL API docs. You can test each path directly from a REST client.
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