Authenticate requests to the Contacts API using your GHL API credentials and pass them in the Authorization header. Use the standard Bearer token flow supported by GHL and scope the calls to read-only access where appropriate.
Dovetail authenticates to the GHL API using the app’s credentials or a connected OAuth client. Store tokens securely and rotate them per best practices.
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: A new contact is opened in Dovetail, prompting a pull of the contact’s core data.
Actions: Map contact fields to Dovetail fields; create or update the contact in Dovetail; pull and attach related tasks.
GET /contacts/:contactId
contactId, name, email, phone, tasks[].taskId, tasks[].title, tasks[].status
Trigger: A task is added or updated for a contact in GHL.
Actions: Create or update task entries in Dovetail and reflect status changes; maintain linkage to the parent contact.
GET /contacts/:contactId/tasks
contactId, tasks[].taskId, tasks[].title, tasks[].status, tasks[].dueDate
Trigger: A new note or appointment is created for a contact in GHL.
Actions: Sync notes and appointments to Dovetail records; keep history and timestamps.
GET /contacts/:contactId/appointments
appointmentId, date, time, description, notes
No-code data sync: Connect without writing code to keep contacts, tasks, notes, and appointments in sync.
Automation-ready: Use Zapier app connector to automate workflows between GHL Contacts API and Dovetail.
Rapid onboarding: Quick setup with REST endpoints and clear field mappings.
Definitions of core components and processes used in the integration.
Application Programming Interface — a set of endpoints that allow systems to communicate and exchange data.
The process of verifying identity and granting access to API resources, typically via tokens or OAuth.
A specific URL path in an API that performs a function or returns data.
A secure credential used in API requests to prove identity and gain access.
Automatically tag contacts in Dovetail when key fields change in the GHL Contacts API to trigger targeted workflows.
Create a live dashboard in Dovetail showing task progress pulled from GHL tasks endpoints.
Link notes and upcoming appointments to contacts to give your team more context in one place.
Obtain your GHL API credentials and the Dovetail app credentials, then test connectivity in a sandbox.
Define how contact fields map between GHL and Dovetail and set up webhooks if needed.
Run a test sync, review results, and switch to live operation once stable.
The Contacts API exposes core contact data, including names, emails, phone numbers, and linked resources like tasks, notes, and appointments. It also supports filtering, searching, and pagination. You can pull the exact fields you need for your Dovetail workflows. Tip: start with a small set of fields to validate your connection before expanding mappings.
No, you can connect Dovetail to the Contacts API with no-code tools like Zapier. Use the Zapier app connector to set up triggers, actions, and data mappings between GHL and Dovetail without writing code. If custom logic is required, you can still extend the automation with lightweight scripting or additional steps in Zapier.
Use your GHL API credentials in the Authorization header as a Bearer token and ensure the request uses the read or write scope as needed. Dovetail will handle token rotation and secure storage of credentials. If you use OAuth, configure the client in GHL and authorize Dovetail to access your data with the requested scopes.
Essential endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes for basic profile and activity data. Depending on your use case, you may also fetch notes, appointments, or tags. Always map the fields you actually need to minimize data transfer.
Yes. Dovetail’s field mapping, combined with Zapier workflows, makes it easy to align fields such as name, email, and task status between GHL and Dovetail. You can create composite fields and derived values as part of your Zapier steps.
Data sync frequency depends on your Zapier configuration. You can set near real-time triggers or schedule-based pulls to balance freshness with API rate limits.
API rate limits and error handling guidelines are documented in the GHL API docs. Start with the sandbox, monitor quota usage, and implement retries with exponential backoff and clear error messages.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
