Authenticate requests using OAuth 2.0 with the scope contacts.readonly by default. Upgrade to write permissions when you need to create or modify contacts. Store tokens securely and rotate them on a regular schedule.
To connect Docusign to GHL, authorize the app, grant the requested permissions, and configure your redirect URL. Use refresh tokens to keep the connection alive and monitor token expiration.
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
Trigger: A new contact is created in Docusign.
Action: Create or update the corresponding contact in the GHL Contacts API. Map key fields such as name and email from Docusign to the GHL contact.
POST /contacts/
name, email, ds_contact_id
Trigger: A task is created or updated in Docusign.
Create or update a task in Contacts API for the related contact. Include due date and status.
POST /contacts/:contactId/tasks
contactId, taskId, status
Trigger: A note is added to a Docusign envelope or document.
Create a note in Contacts API for the related contact. Map the note content and author.
POST /contacts/:contactId/notes
contactId, noteId
Quick setup with drag-and-drop configuration, no custom code required.
Automated data sync reduces manual data entry and errors.
Unified view in GHL of signing data, contacts, tasks, and notes.
This glossary covers API endpoints, authentication, data mapping, and workflow processes used to connect Docusign with the Contacts API.
A specific URL path and HTTP method used to access a resource in the GHL API for integration.
The process that validates your app and grants tokens to call the API, typically OAuth 2.0.
An HTTP callback that notifies your app about events in real time.
A person record in the Contacts API with fields like name, email, and related data.
Auto-create or update a Contacts API entry when a Docusign envelope is signed, including key fields.
Pull signing status, deadlines, and task updates into a single dashboard in GHL.
Use Docusign events to enrich Contacts API records with signer roles and contract types.
In the GHL marketplace, authorize Docusign integration and grant access to Contacts data.
Map Docusign fields to Contacts API fields (name, email, envelopeId, signingStatus).
Run a test with a sample envelope, verify data sync, then enable automation.
You don’t need to write code to connect Docusign with the GHL Contacts API. The setup uses a guided, no-code config that maps Docusign data to GHL contacts and tasks. If you have development resources, you can customize mappings and extend the integration with additional endpoints. This makes it easy to start quickly and grow later.
Attachments from Docusign can be reflected in GHL as notes or files if supported by the mapping. Enable this feature by aligning envelope attachments to a note or file field in the Contacts API and be mindful of file size limits. Always test with representative documents.
If a contact already exists in GHL (based on a unique field like email or a ds_contact_id), the integration performs an upsert instead of creating a duplicate. You can adjust the unique key fields in your mapping to ensure clean data when syncing from Docusign.
Security uses OAuth 2.0 with token-based access. Tokens are stored securely, rotated regularly, and limited to the minimum necessary permissions. You can enable IP restrictions and monitor access logs for additional protection.
Yes. You can customize data fields by mapping Docusign data to corresponding Contacts API fields (for example, name, email, envelopeId, and signingStatus). If a field does not exist in GHL, create a custom field and map it from Docusign data.
Real-time webhooks notify your app of events such as envelope updates, task changes, and notes additions. Configure webhook listeners in GHL and implement retry logic to handle intermittent failures.
Endpoint details and documentation are provided in the Endpoints section of this page. You can copy paths like POST /contacts/ and POST /contacts/:contactId/tasks to implement or test your integration.
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