Use OAuth 2.0 with the Contacts API scope or API keys as required; ensure your app has the scope: contacts.readonly to retrieve data.
To connect EcoSend to the Contacts API, securely store credentials, rotate them regularly, and use token-based authentication with refresh tokens for ongoing access.
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — List tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task; GET /contacts/:contactId/notes — List notes for a contact; GET /contacts/:contactId/notes/:id — Retrieve a specific note; GET /contacts/:contactId/appointments — Retrieve a contact’s appointments; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — List contacts for a business; POST /contacts/ — Create a contact; PUT /contacts/:contactId — Update a contact; DELETE /contacts/:contactId — Delete a contact; POST /contacts/:contactId/tasks — Create a task; PUT /contacts/:contactId/tasks/:taskId — Update a task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark task completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add a tag to a contact.
Trigger: When EcoSend needs up-to-date contact data, fetch using GET /contacts/:contactId.
Actions: GET /contacts/:contactId to pull profile data, GET /contacts/:contactId/tasks to show tasks, GET /contacts/:contactId/notes for notes.
METHOD PATH: GET /contacts/:contactId
Key fields: contactId, email, name
Trigger: When a task is created or updated via EcoSend, sync to Contacts API.
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
METHOD PATH: POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title
Trigger: When tags are added or removed on a contact in EcoSend.
Actions: POST /contacts/:contactId/tags
METHOD PATH: POST /contacts/:contactId/tags
Key fields: contactId, tag
Fast setup with pre-built API calls and clear mappings, so you can start syncing data without writing code.
Automate common workflows like contact updates, task creation, and notes capture to save time and reduce errors.
Scale across teams with centralized credentials, role-based access, and secure token handling.
This section explains data elements and data flow between EcoSend and the Contacts API: contacts, tasks, notes, appointments, and tags, and how they map to API endpoints.
A secure authorization framework that allows EcoSend to access the Contacts API on behalf of a user or service, using access and refresh tokens.
Real-time event notifications from the Contacts API that EcoSend can subscribe to for automatic data updates.
Limits on how many requests EcoSend can make to the Contacts API within a given time window, and how to handle bursts.
The specific API paths like GET /contacts/:contactId and POST /contacts/:contactId/tasks used to access and manipulate data.
Automatically fetch and refresh contact profiles, related tasks, and notes as changes happen to keep CRM data pristine.
Trigger reminders in EcoSend when a linked task is updated via the API to drive timely follow-ups.
Sync and surface notes to build a richer customer context and smarter automation.
Generate OAuth client credentials or API keys in EcoSend and authorize the Contacts API with the required scope (contacts.readonly).
Add endpoint paths to your EcoSend workflows and map fields (name, email, contactId) to ensure accurate data transfer.
Test API calls in a sandbox, verify data integrity, and deploy the automation to production.
The EcoSend to Contacts API integration exposes endpoints to read and manage contact data, including profiles, tasks, notes, and tags. You can access lists and individual records with GET calls and perform writes with POST, PUT, or DELETE as your permissions allow.
No-code options are provided through pre-built action templates, field mappings, and connection flows. You can set up the integration without custom code by configuring credentials and endpoint paths in EcoSend.
You should use OAuth 2.0 with refresh tokens for secure, long-lived access. API keys may be used for specific endpoints if supported. Always scope the access to the minimum required (e.g., contacts.readonly for read operations).
Respect API rate limits by batching requests and using webhooks to receive updates instead of polling constantly. If limits are hit, implement exponential backoff with retries.
Yes. Webhooks let EcoSend receive real-time updates from the Contacts API, reducing polling and keeping data fresh. Configure your webhook endpoint in EcoSend and handle retries gracefully.
Field mapping aligns the CRM data model with API payloads. Map essential fields like contactId, name, email, and related task and note fields to ensure accurate data transfer.
Security best practices include storing credentials securely, rotating keys regularly, applying least-privilege access, using encrypted storage, and monitoring access logs for anomalies.
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Complete Operations Catalog - 126 Actions & Triggers
