Authenticate to the Contacts API using OAuth 2.0 with the scope you need (e.g., contacts.readonly). Obtain access tokens, refresh tokens, and implement token rotation to keep calls authorized.
Secure requests to Dropbox Sign with OAuth 2.0 or an API key, ensuring the integration has permission to access and sync contact data via the GHL connector.
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 created in Dropbox Sign
Actions: POST /contacts/ to create the matching contact; then fetch with GET /contacts/:contactId to confirm
POST /contacts/
name, email, phone, company
Trigger: Dropbox Sign contact details are updated
Actions: PUT /contacts/:contactId to update fields; keep Dropbox Sign in sync
PUT /contacts/:contactId
contactId, firstName, lastName, email, phone
Trigger: a task is created or updated in Contacts API
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId/completed
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId, status, dueDate
Automate onboarding and data syncing without writing a line of code
Centralize data between Dropbox Sign and Contacts API for accurate records
Accelerate time-to-value with reusable templates and triggers
This glossary explains API terms, endpoints, and processes used to connect the GHL Contacts API with Dropbox Sign.
A specific URL and HTTP method used to interact with the service.
An authorization framework to securely obtain access tokens for API calls.
An event-based signal that starts an automation in your workflow.
Permissions that limit what data the integration can access or modify.
Automatically create a new contact in Contacts API whenever a new sign-up occurs in Dropbox Sign.
Create tasks in Contacts API based on sign events and assign to teammates.
Aggregate sign activity with contact records to generate reports.
No-code is enough for most standard workflows: you can connect Dropbox Sign to the Contacts API using pre-built triggers and actions. If you need a custom field or unique mapping, small configurations within the integration will usually cover it. For advanced scenarios, you can extend with lightweight code or use middleware to tailor data flows.
Marketing and customer success teams benefit from syncing sign events with contact data, enabling timely follow-ups and personalized messaging. Sales and operations teams gain a unified view of contacts, tasks, and notes across both platforms, reducing duplicate records.
For basic sync, focus on creating and updating contacts via POST /contacts/ and PUT /contacts/:contactId, plus reading core data with GET endpoints. Optional endpoints like tasks and notes enhance workflow automation but aren’t required for a simple setup.
Security is enforced through OAuth 2.0, token scopes, and least-privilege access. Data is transmitted over HTTPS, and you should implement token rotation and revocation procedures to protect credentials.
Yes. Field mappings can be customized to align Dropbox Sign fields with Contacts API fields (e.g., name, email, phone). Keep a data dictionary handy and test mappings with sample records before going live.
If a trigger fails, check authentication, endpoint availability, and rate limits. Review the logs, verify token validity, and test individual endpoints with a known-good payload to isolate the issue.
Yes. A trial or demo environment is typically available to validate the integration, test endpoints, and confirm mapping accuracy before production deployment.
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Complete Operations Catalog - 126 Actions & Triggers
