Access is granted via OAuth 2.0 tokens or API keys with the scope set to contacts.readonly, ensuring secure read-only access to contact records and related resources.
Authenticate Drop Cowboy to your GHL Contacts API account using your app credentials. Store credentials securely and rotate keys regularly for ongoing security.
– 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 – permissions: contacts.readonly – 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 contact is updated to automatically create or update related tasks.
Actions: create or update tasks, set status, and attach notes based on contact changes.
PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status, dueDate
Trigger on new or updated notes for a contact.
Actions: POST /contacts/:contactId/notes to log updates and attach content.
POST /contacts/:contactId/notes
Key fields: contactId, note content, id
Trigger when a tag is added or removed from a contact.
Actions: POST /contacts/:contactId/tags to add tags; update tags as needed.
POST /contacts/:contactId/tags
Key fields: contactId, tag(s)
Build powerful automations without writing a single line of code.
Accelerate data workflows across contacts, tasks, notes, and tags.
Scale automations as your contact base grows, with consistent data mapping.
A concise glossary of API terms and the data-flow elements used when connecting Drop Cowboy with the Contacts API.
A specific URL route exposing a resource in the API, such as /contacts/:contactId.
The data you send or receive in API requests and responses, typically in JSON format.
A temporary access credential issued after user authorization, used to call the API securely.
An HTTP callback URL that receives events from the API when changes occur.
Automatically create a contact, assign initial tasks, and add a welcome note when a new lead is captured.
When a task is completed, update the contact’s record and trigger follow-up actions.
Automatically tag contacts based on activity to enable precise segmentation and campaigns.
Generate a client ID and secret in GHL and securely store them in Drop Cowboy’s settings.
Grant the necessary scopes (e.g., contacts.readonly) to limit access to read data only.
Run test flows, verify data mapping, and enable automation in production.
Answer: You’ll need a client ID and client secret from your GHL account and secure storage in Drop Cowboy. You’ll also grant the access scope of contacts.readonly so that the integration can read contact data without altering it. Regularly rotate credentials and monitor access logs for security. Tip: Use sandbox/test accounts to validate flows before moving to production.
Answer: The read-only endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, and related read endpoints. The list also covers GET /contacts/ and GET /contacts/business/:businessId for broader lookups. Note: Write operations (POST, PUT, DELETE) are not available under the contacts.readonly scope.
Answer: No. With the current read-only scope, you cannot create or update contacts, tasks, notes, or tags from Drop Cowboy. To write data, you would need a separate write-enabled scope and appropriate permissions from GHL. If you require write access, configure a separate integration with restricted permissions and review audit logs regularly.
Answer: Create a small test flow using a sample contact, run the automation, and verify results in the GHL dashboard. Check API responses and ensure the data maps correctly to fields like tasks, notes, and tags. Use built-in test modes and logs to troubleshoot.
Answer: Access tokens may expire or be revoked. Use refresh tokens where supported, rotate credentials periodically, and re-authenticate when you receive 401 errors. Always store credentials securely and update Drop Cowboy’s configuration after any credential rotation.
Answer: Webhooks are supported for event-driven workflows when configured, but ensure your endpoints are reachable and secured. Validate payload schemas and handle retries gracefully to maintain reliable automations. If webhooks are essential, test them in a staging environment first.
Answer: Review the integration’s error logs, check endpoint permissions, test credentials, and ensure your app uses the correct domain and callback URLs. If issues persist, consult the API reference for the exact error codes and suggested fixes. Contact support with your error IDs for faster resolution.
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Complete Operations Catalog - 126 Actions & Triggers
