DocuSeal uses OAuth 2.0 with a read-only scope to authorize access to GHL’s Contacts data. Start by creating an integration and selecting the contacts.readonly scope, then exchange the authorization code for an access token and securely store it in DocuSeal.
To connect, initiate the OAuth flow from DocuSeal, authorize access to your GHL Contacts, and grant the requested permissions. Once approved, DocuSeal will receive tokens to fetch contact data and related resources.
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 on contact creation or update to start a DocuSeal document workflow.
DocuSeal pulls contact data, fills templates, and starts signing or delivery workflows.
GET /contacts/:contactId
contactId, firstName, lastName, email, phone, customFields
Trigger on task creation, update, or completion for a contact.
Create or update DocuSeal tasks, link to the contact, and reflect status in workflows.
GET /contacts/:contactId/tasks
taskId, contactId, title, dueDate, status
Trigger on notes or appointments changes to keep documents current.
GET /contacts/:contactId/notes
noteId, contactId, noteText, timestamp
Faster document generation by auto-populating templates with contact data from GHL.
Automated, code-free data synchronization between GHL and DocuSeal.
Improved data accuracy across contacts and documents with centralized mappings.
Key elements include API endpoints, authentication flows (OAuth 2.0), access tokens, data mapping, and webhooks that automate document workflows between GHL and DocuSeal.
Application Programming Interface: a standardized set of rules that lets apps talk to each other and exchange data.
OAuth 2.0 is the authorization framework used to grant DocuSeal access to GHL without sharing passwords.
A specific URL in the API that exposes a resource or action, such as /contacts/:contactId.
A time-limited token issued by the authorization server that authenticates API calls.
Automatically populate DocuSeal templates with contact details from GHL whenever a new contact is created or updated.
Trigger signing reminders when a document is ready, based on contact changes.
Create GHL tasks tied to DocuSeal templates and automate milestone-based document generation.
Start the OAuth flow in your GHL account and approve DocuSeal’s access to Contacts data (read-only).
Set up field mappings between GHL contacts and DocuSeal templates. Choose endpoints like /contacts/:contactId and /contacts/:contactId/tasks as needed.
Run tests with sample contacts to verify data flow and document generation before going live.
No coding is required if you use DocuSeal’s no-code connector. The setup guides you through authentication, endpoint selection, and field mappings. For advanced users, the API is available for custom payloads and webhooks, but you can achieve most tasks with the visual builder. If you want to customize behavior further, review endpoint parameters and sample payloads in the API reference.
The required scope for this integration is contacts.readonly. This lets DocuSeal read contact data and related resources without write permissions. If you later need to modify contacts from DocuSeal, you would require additional permissions and a different scope from GHL.
With the current read-only scope, writing contacts from DocuSeal isn’t allowed. To enable write operations, you must request elevated permissions from GHL and reconfigure the integration. For most document generation and retrieval tasks, read-only access is sufficient.
Field mapping is done in the DocuSeal connector UI. Map core fields like firstName, lastName, email, and phone to your document templates. You can also map custom fields and notes to merge tags within templates. Test mappings with sample records to ensure data flows correctly into documents.
Commonly used endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and POST /contacts/ to create new records. Use PUT and DELETE variants to manage existing contacts as needed. Refer to the endpoint list for a full catalog and usage notes.
Respect API rate limits and use pagination for lists. Cache stable data where appropriate and batch requests to minimize calls. Implement retries with exponential backoff for transient errors. Monitor quotas in your GHL account to stay within limits.
You can find the full endpoint list and glossary terms on this page. Terms like API, OAuth 2.0, endpoints, and access tokens are defined in the glossary to help you understand the integration.
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