In this step, you’ll connect AppName to GHL by granting read-only access to contacts data (scope: contacts.readonly). Use OAuth 2.0 and securely store tokens.
Set up OAuth credentials for AppName, configure redirect URIs, and request the required scope. Ensure tokens are refreshed automatically.
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 on create or update of a contact in Edusign to keep GHL in sync.
Push core fields (name, email, phone), plus associated notes and tasks.
GET /contacts/:contactId
contactId, name, email
Trigger when a task is created or updated in Edusign.
Create or update GHL tasks to reflect Edusign tasks.
GET /contacts/:contactId/tasks
taskId, title, dueDate, status
When a note is added or updated in Edusign for a contact.
Sync notes to GHL contact notes.
GET /contacts/:contactId/notes
noteId, content, date
Real-time sync of contacts, notes, tasks and appointments between Edusign and GHL through the API without code.
Automation triggers in AppName can act on GHL data, enabling streamlined workflows.
Centralized data and improved workflow efficiency by keeping records aligned across systems.
Definitions of core terms and concepts used throughout this guide.
An authorization framework that lets AppName access GHL data securely with limited permissions using access tokens and refresh tokens.
A specific URL in the GHL API that performs an action, such as retrieving a contact or updating a task.
Granular permissions that define what data AppName can access (for example, contacts.readonly).
A URL that GHL uses to push real-time updates to AppName when data changes.
Automatically mirror new Edusign tasks into GHL as tasks to keep both teams aligned.
Attach Edusign notes to the corresponding GHL contact to preserve context.
Aggregate data from Edusign (appointments, notes, tasks) into a single GHL contact view.
Register your app in GHL, capture Client ID/Secret, and set redirect URI.
Request the contacts.readonly scope and set up endpoints for reads (GET /contacts, /contacts/:contactId, etc.).
Run test syncs, verify data mapping, and enable automated retries.
You can access contact records, their tasks, notes, and appointments for contacts via GET endpoints. The read-only scope ensures you can retrieve data without modifying it. You may also pull business associations and related records to enrich your CRM view. Use retries and logging to handle rate limits and transient errors during initial setup.
Authentication is typically done with OAuth 2.0. AppName will exchange client credentials for an access token and use refresh tokens to maintain access. Store tokens securely and rotate them per security best practices. Ensure the access token is included in API requests and handle token expiration gracefully with automatic refresh.
Recommended endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments to read data as Edusign events occur. Write operations (POST, PUT, DELETE) are optional and depend on your permissions and scope. Start with reads to validate mapping before enabling writes.
No heavy code is required if you use AppName’s integration options to connect to the GHL API. You can configure OAuth credentials, scopes, and endpoint mappings via a no-code or low-code setup. Some minimal scripting may be used for data mapping if your edge cases demand it. If you prefer code, you can implement custom middleware to handle complex transformations, but it’s not required for standard sync.
Write access requires appropriate scopes (e.g., POST /contacts, PUT /contacts/:contactId) and potentially a different token with broader permissions. Review your API plan and security policies. In many cases, read-only access is sufficient for syncing data; request elevated access only if your workflow necessitates creating or updating records.
Test the integration by performing a controlled sync from Edusign to GHL and checking that fields map correctly (name, email, notes, tasks). Use sandbox/test credentials if available, monitor API responses, and log any mismatches for correction. Validate error handling and retry logic.
Monitor sync status in the AppName dashboard and GHL logs. Enable webhooks where supported to receive real-time status updates, and set up alerting for failures or retries to ensure transparent operation.
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Complete Operations Catalog - 126 Actions & Triggers
