Authenticate requests to the GHL Contacts API using an API key or OAuth token. Store credentials securely and apply the appropriate scopes (readonly or read/write).
Connect EmailOctopus to GHL by supplying an API token or using OAuth where supported. Ensure the app has permission to create and update contacts, tasks, and notes.
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 contact is created or updated in GHL (via GET /contacts/:contactId and details fetch).
Actions: create or update a corresponding contact in EmailOctopus (POST /contacts/), mapping key fields like email and name. Attach tags as needed.
Method Path: GET /contacts/:contactId to read details, then POST /contacts/ to create or update in EmailOctopus.
Key fields: email, fullName, phone; map to EmailOctopus contact fields; use contactId as reference.
Trigger: new or updated tasks via GET /contacts/:contactId/tasks
Actions: create/update related tasks in EmailOctopus or a connected task tracker; update status via PUT /contacts/:contactId/tasks/:taskId
Method Path: GET /contacts/:contactId/tasks; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: taskId, contactId, status, dueDate; map to EmailOctopus task fields.
Trigger: notes or appointments updated via GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Actions: copy notes to EmailOctopus contact notes and attach appointments where possible; use POST /contacts/:contactId/notes
Method Path: GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments; POST /contacts/:contactId/notes
Key fields: noteId, appointmentId, contactId; ensure proper mapping to EmailOctopus notes and events.
Automate contact syncing without writing code.
Keep tasks and notes aligned across systems for richer customer context.
Speed up onboarding and scale processes with no-code automation.
Core elements include API endpoints, authentication, field mapping, and data workflows between GHL’s Contacts API and EmailOctopus.
A specific URL path used to access a resource in the API, e.g., GET /contacts/:contactId.
The method used to verify identity when calling the API (API key, OAuth token).
A callback URL that notifies your app when an event occurs.
A list of endpoints available in the GHL Contacts API.
When a new contact is added in GHL, automatically create a corresponding contact in EmailOctopus with mapped fields like email and name.
Keep campaigns current by syncing updated contact data from GHL to EmailOctopus.
Propagate important notes from GHL into EmailOctopus to enrich contact context.
Obtain your GHL API key or OAuth token and grant EmailOctopus access to your data.
Define mappings between GHL contact fields and EmailOctopus fields for contacts, tasks, and notes.
Test the connections, verify data sync, and activate automation.
Answer: You can connect without coding using a no-code platform or the native integration. Step-by-step guides cover authentication and field mapping to get you started. If you need more control, you can extend the setup with custom automation and advanced mappings.
Answer: For a basic sync, start with listing and reading contacts (GET /contacts/:contactId, GET /contacts/). Use POST /contacts/ to create and PUT /contacts/:contactId to update. This provides a foundation for syncing essential contact data, and you can expand to tasks and notes as needed. Pagination and filtering help manage larger datasets.
Answer: Authenticate via API key or OAuth token for the GHL Contacts API. Securely store credentials and apply the required scopes. For EmailOctopus, use the app’s API token or OAuth flow if available. Always follow best practices for credential management and rotate keys periodically.
Answer: Yes. You can trigger actions in EmailOctopus from GHL events by wiring event-driven triggers (such as contact updates or new notes) to corresponding actions in EmailOctopus (like creating or updating contacts or notes). Webhooks or polling can be used to drive these automations.
Answer: There can be rate limits depending on your plan and API usage. Plan for pagination and batching to stay within limits. If you encounter limits, stagger requests or apply backoff strategies, and consider upgrading for higher throughput. No single page should exceed typical API rate boundaries if you design your workflow carefully.
Answer: Handle conflicts by defining the source of truth (e.g., GHL as the primary source) and using last-modified timestamps to resolve disparities. Implement idempotent operations where possible and log changes for traceability. Consider implementing a reconciliation step during each sync cycle.
Answer: The API endpoint list and examples are available in the documentation. It includes endpoints for contacts, tasks, notes, and appointments, and demonstrates typical request/response patterns. Use the endpoint catalog as a reference when designing mappings and automation rules.
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Complete Operations Catalog - 126 Actions & Triggers
