How to connect EASY2 to Contacts API

Seamless data flow between Contacts API and EASY2

Connecting the Contacts API with EASY2

This guide shows how to authenticate, choose endpoints, and set up EASY2 automations to move contact data between EASY2 and the Contacts API, so you can sync contacts, tasks, notes, and appointments without writing code.

Authentication for the Contacts API

To connect EASY2 with the Contacts API, generate an API key or set up OAuth credentials in GHL. Store these securely and map them in EASY2’s connection settings.

EASY2 authentication setup

In EASY2, choose the Contacts API integration and supply your credentials (API key or OAuth token). Validate the connection with a test call to fetch a contact.

API endpoints overview

– 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

Top 3 connection patterns between Contacts API and EASY2

1) Retrieve and sync contact data in real time

Trigger: A new contact is created or updated in EASY2, which prompts a fetch of the corresponding contact record in the Contacts API.

Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments

Endpoints used: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments

Key fields: contactId, name, email

Top 3 connection patterns between Contacts API and EASY2

2) Create and update contact records in EASY2

Trigger: A contact is created or updated in EASY2 and must be mirrored in the Contacts API.

Actions: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks

Endpoints used: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks

Key fields: contactId, email, name

Top 3 connection patterns between Contacts API and EASY2

3) Manage tasks, notes, and interactions tied to contacts

Trigger: A task is created or updated, or a note is added in EASY2.

Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId/completed, GET /contacts/:contactId/notes

Endpoints used: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId/completed, GET /contacts/:contactId/notes

Key fields: contactId, taskId, noteId

No-code benefits of connecting Contacts API with EASY2

No-code automation to connect data between EASY2 and the Contacts API without writing code.

Pre-built triggers and actions make setup quick and reliable.

Visual workflow designer lets you map data fields and automate ongoing sync.

Key terms and glossary

A concise glossary of the core elements used in this guide: API endpoints, triggers, actions, and authentication.

API Endpoint

A defined URL and HTTP method used to perform a specific operation in the API.

Trigger

An event that starts an automation or workflow.

Action

An operation executed in response to a trigger, such as creating or updating a record.

Authentication

The process of verifying identity to access API resources (API key, OAuth, token).

People also Search for:

Creative ideas for connecting Contacts API with EASY2

Idea 1: Auto-create contact records when a signup occurs in EASY2

Configure a signup event in EASY2 to automatically create or update a contact in the Contacts API.

Idea 2: Sync contact updates in real-time

Map fields so that changes in EASY2 reflect immediately in the Contacts API.

Idea 3: Use tasks to track follow-ups

Create and complete tasks in the Contacts API from EASY2 events to manage follow-ups.

3 steps to connect EASY2 with the Contacts API

Step 1: Gather credentials

Log into GHL, generate an API key or set up OAuth credentials for the Contacts API.

Step 2: Configure endpoints and triggers

Choose endpoints in the Contacts API and set up triggers in EASY2, then map fields between systems.

Step 3: Build and test your workflow

Test the workflow end-to-end, verify data sync, handle errors, and iterate on mappings.

Frequently Asked Questions

What authentication methods does EASY2 use with the Contacts API?

EASY2 supports API key-based authentication and OAuth flows to authorize requests to the Contacts API. The recommended approach is to use OAuth for long-term access and to refresh tokens as needed. Always keep credentials secure and use the scope provided (contacts.readonly for read operations).

For syncing contacts, use endpoints like GET /contacts/:contactId, GET /contacts/, POST /contacts/, PUT /contacts/:contactId, and GET /contacts/:contactId/tasks to pull the core contact data. To keep related data current, also fetch GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes.

Yes, you can create tasks for a contact via POST /contacts/:contactId/tasks. Notes are retrievable with GET /contacts/:contactId/notes (and specific notes with GET /contacts/:contactId/notes/:id). The setup shown does not list a POST endpoint for notes.

Rate limits depend on your GHL plan and API tier. If you approach limits, implement exponential backoff, retry logic, and caching where appropriate to reduce unnecessary calls.

Troubleshoot authentication by confirming the credentials, checking token expiry, and ensuring the connected app has the correct scope. Use test calls like GET /contacts/ to validate connectivity.

Yes. You can filter by business using GET /contacts/business/:businessId and other supported fields. Map these filters in EASY2 to target the exact subset of contacts you need.

Data export in EASY2 can be achieved through reports or export features, or by routing data to another destination via the Contacts API. Check your plan for available export options.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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