To use this integration, grant your system access to the Contacts API via OAuth 2.0. This ensures only trusted requests can read and modify contact data.
Next, connect Dropbox by granting permissions to read and, when needed, modify files. This enables smooth data flow between Dropbox and Contacts API.
Core API endpoints 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: A new contact is added in Dropbox.
Actions: Upsert the contact in Contacts API using POST /contacts/ to create or PUT /contacts/:contactId to update.
Method paths: POST /contacts/ (create), PUT /contacts/:contactId (update).
Key fields: name, email, phone, company.
Trigger: A note is added or updated in Dropbox for a contact.
Actions: Create or update a note in Contacts API using POST /contacts/:contactId/notes or PUT /contacts/:contactId/notes/:id.
Method paths: POST /contacts/:contactId/notes, PUT /contacts/:contactId/notes/:id.
Key fields: contactId, id, noteContent, timestamp.
Trigger: A Dropbox task is created for a contact.
Actions: Create a task in Contacts API via POST /contacts/:contactId/tasks or update via PUT /contacts/:contactId/tasks/:taskId.
Method paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId.
Key fields: contactId, taskId, title, dueDate, status.
Automate workflows without writing a line of code, reducing manual data entry.
Eliminate duplicate data and keep contact notes, tasks, and emails synced in real time.
Scale your processes with consistent data across Dropbox and the Contacts API.
This glossary explains common terms, endpoints, and processes you’ll use to connect Dropbox with the Contacts API.
A specific URL path and HTTP method used to interact with the GHL API.
The process of granting an app access to a user’s data, typically via OAuth 2.0 or API keys.
A path on the API that represents a resource you can read or modify.
A callback URL that notifies your app when a specific event happens in the connected service.
Use Dropbox form submissions to automatically create new contacts in the Contacts API, reducing manual entry and speeding up onboarding.
Attach relevant Dropbox notes to Contacts API records so your team has full context at a glance.
Create and manage tasks in the Contacts API whenever Dropbox tasks are created, ensuring timely follow-ups.
Authorize both apps to access the necessary data and grant scoped permissions for smooth data exchange.
Choose which Dropbox fields map to Contacts API fields to ensure accurate data syncing.
Enable the automation and run a test sync to verify everything works as expected, adjusting mappings as needed.
Basic setup requires no deep development experience. Use ready-made connectors and step-by-step setup wizards to authorize Dropbox and the Contacts API. The process is designed for marketer-friendly teams to configure automations quickly. If you run into advanced scenarios, you can consult the API documentation for optional customizations.
Yes. You can sync contacts, notes, and tasks. The Contacts API supports endpoints for creating and updating contacts, adding notes, and managing tasks, so you can build a holistic view of each contact across Dropbox and your CRM. Start with contacts sync and gradually enable notes and task syncing as you refine mappings.
Key endpoints include GET /contacts/:contactId to fetch a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and endpoints for notes and tasks like POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes. The endpoint list shown in the guide highlights the most commonly used paths for syncing data between Dropbox and the Contacts API.
Security is ensured via OAuth 2.0 and scoped permissions. Access tokens are used to authorize each request, and you can limit the data accessible by the integration. Regular reviews and revocation of tokens help maintain security, especially if team access changes.
Yes. Field mapping is flexible. You can choose which Dropbox fields map to Contacts API fields, and you can update mappings as your data model evolves. This allows you to tailor the integration to your exact data schema.
Testing is straightforward: perform a dry run with a sample Dropbox record, verify the data appears correctly in the Contacts API, and check task and note syncing. Most platforms provide test modes to help you validate mappings before going live.
Permissions needed include read access to Dropbox data and write access to the Contacts API. Depending on your setup, you may also require permission to manage notes and tasks. Always grant the minimal privileges necessary for the workflow.
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