Access to the Contacts API requires proper OAuth credentials and the correct scope. Use the GHL developer credentials in combination with your Donately app credentials. Scope: contacts.readonly to view contact data.
Configure Donately to use the GHL OAuth flow by supplying your Donately client secret and client ID, and completing the authorization step to grant access to contact data.
Endpoints commonly used by Donately include: 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: when you need the current contact details to populate or update a Donately record.
Actions: fetch contact data, pull related tasks and notes, and sync with Donately to create or update a customer record.
GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId (required). Optional: businessId, noteId, taskId for specific records.
Trigger: when a new task is created in Donately or a task status changes.
Actions: create a task in GHL (POST /contacts/:contactId/tasks), update tasks (PUT /contacts/:contactId/tasks/:taskId), mark completion (PUT /contacts/:contactId/tasks/:taskId/completed), delete as needed (DELETE /contacts/:contactId/tasks/:taskId).
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId (required); taskId for updates; include title, dueDate, and status in payload.
Trigger: when tagging a contact from Donately.
Actions: add tags to a contact (POST /contacts/:contactId/tags).
POST /contacts/:contactId/tags
Key fields: contactId; tags array with tag names or IDs.
Seamless data sync: keep Donately contact records up to date with your GHL contacts without manual entry.
Automation without code: triggers and actions run through Donately using GHL data to automate workflows.
Faster workflows: view and act on contacts, tasks, notes, and tags in a unified Donately workflow.
Core concepts explained: endpoints, authentication, data fields, and typical integration workflows between Donately and GHL.
A person record in GHL that may have associated tasks, notes, appointments, and tags.
A specific API URL path that performs an action on data, such as retrieving a contact or creating a task.
An item to be done for a contact, such as a follow-up call or appointment, tracked within GHL.
A label assigned to a contact to categorize or segment records in GHL.
Automatically push changes to a contact in GHL into Donately so records stay in sync.
Use tags from GHL to segment Donately contacts and trigger targeted campaigns.
Create Donately tasks from donor interactions to ensure timely follow-ups.
Create OAuth credentials in GHL and configure Donately with the client ID and secret. Set redirect URLs as required.
Choose the needed endpoints (e.g., GET /contacts/:contactId, POST /contacts/, etc.) and request scopes like contacts.readonly.
Test authentication, run sample requests, verify data flows, then enable live syncing.
No coding is required for the core Donately to GHL connection. You can configure the integration in the Donately app and GHL developer console, using standard OAuth credentials. If you need more advanced automation, you can extend your setup with Zapier or custom webhooks. The primary tasks involve authenticating, selecting endpoints, and mapping fields between systems.
Available endpoints cover reading and managing contacts, tasks, notes, appointments, and tags. Typical use cases include GET /contacts/:contactId to fetch a contact, POST /contacts/ to create a contact, and POST /contacts/:contactId/tasks to create tasks. Not all endpoints are required for every page—choose the ones that match your workflow.
Authentication is done via OAuth with credentials from GHL and Donately. Configure the client ID and secret in Donately, authorize access, and ensure the correct scope (e.g., contacts.readonly) is granted. After authorization, test with a sample request to confirm data flow.
API quotas and rate limits depend on your GHL plan. Plan for bursts during high-activity periods and implement retries with exponential backoff. Monitor usage in the GHL developer portal to avoid hitting limits.
Field mapping is done by aligning Donately fields with corresponding GHL contact fields. Use the API payload schemas to ensure required fields are provided (e.g., contactId, name, email). Tests should verify data integrity after sync.
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Complete Operations Catalog - 126 Actions & Triggers
