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.
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.
– 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 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
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
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 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.
A concise glossary of the core elements used in this guide: API endpoints, triggers, actions, and authentication.
A defined URL and HTTP method used to perform a specific operation in the API.
An event that starts an automation or workflow.
An operation executed in response to a trigger, such as creating or updating a record.
The process of verifying identity to access API resources (API key, OAuth, token).
Configure a signup event in EASY2 to automatically create or update a contact in the Contacts API.
Map fields so that changes in EASY2 reflect immediately in the Contacts API.
Create and complete tasks in the Contacts API from EASY2 events to manage follow-ups.
Log into GHL, generate an API key or set up OAuth credentials for the Contacts API.
Choose endpoints in the Contacts API and set up triggers in EASY2, then map fields between systems.
Test the workflow end-to-end, verify data sync, handle errors, and iterate on mappings.
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.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers