Authenticate requests to the Contacts API using your GHL credentials. Use a secure method (OAuth or API tokens) and keep credentials rotated and stored securely.
Authorize Donorbox with its API access token to perform actions against the Contacts API, ensuring only permitted scopes are used.
– 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 (permission) – 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 a donor is added or updated in Donorbox, create or update the corresponding Contact in the API.
Actions: upsert contact data, attach tasks, and mirror notes.
POST /contacts/ and PUT /contacts/:contactId
Key fields: email, donor_id, name, external_id to maintain idempotent updates
Trigger: actions in Donorbox create or update tasks in Contacts API.
Actions: create tasks via POST /contacts/:contactId/tasks and update via PUT.
POST /contacts/:contactId/tasks
Fields: taskName, dueDate, status, contactId
Trigger: new notes or appointments in Donorbox are mirrored in Contacts API.
POST /contacts/:contactId/notes
Fields: noteId, contactId, content, createdAt
Visual workflow builder enables data sync without writing code.
Live, bidirectional sync keeps donor records fresh in both systems.
Automations for tasks, notes, and appointments expand donor engagement.
A concise glossary of terms used throughout this guide.
GHL is the API-powered platform used to connect Donorbox with external apps and automate workflows.
Donorbox is the APPNAME in this integration, serving as the data source for donor information.
A specific URL and HTTP method used to perform an action via the API.
A donor record in Donorbox or a linked Contacts API entry representing an individual.
Enrich donor records with Donorbox fields like campaign, tier, and donations into Contacts for richer segmentation.
Automatically generate tasks in Contacts API when donors take key actions in Donorbox.
Tag donors based on notes to trigger targeted campaigns and follow-ups.
Obtain API keys for Donorbox and the Contacts API, then configure secure OAuth or token-based authentication.
Select the endpoints you’ll use (e.g., GET /contacts/:contactId, POST /contacts/, POST /contacts/:contactId/tasks).
Build automations to sync donors, tasks, notes, and appointments between Donorbox and the Contacts API.
The Donorbox to Contacts API connection creates a bidirectional data bridge. Donorbox acts as the trigger source, and the Contacts API receives donor profiles, tasks, notes, and appointments so you can act on insights in one place. You can customize which fields sync and set up upserts to avoid duplicates.
A comprehensive set of endpoints is available, including retrieving donors, tasks, notes, and appointments (GET), and creating or updating records (POST/PUT). See the endpoint list for details.
Supported authentication typically uses API tokens or OAuth. Store credentials securely, rotate keys regularly, and use scoped access for safety.
Yes. You can configure automations to create tasks in the Contacts API when donors perform key actions in Donorbox, and vice versa.
Mapping is done by matching key identifiers such as email or donor_id to ensure records stay aligned across systems.
Sync limits depend on plan and API rate limits. Consider batched syncs or incremental updates to stay within quotas.
API docs and examples are available in the reference portal; you can copy endpoints, payload formats, and response schemas to implement your flows.
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Complete Operations Catalog - 126 Actions & Triggers
