Authenticate securely with OAuth 2.0 tokens or API keys to access the Contacts API in GHL. Choose the method your organization supports and test credentials before enabling automation.
Encharge authenticates via OAuth-based flows with GHL, ensuring scopes match the endpoints you use for contacts, tasks, notes, and tags.
Key endpoints include: 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: Retrieve a contact by ID to pull associated tasks for orchestration in Encharge.
Actions: list tasks, view notes, update contact details, and reflect changes in Encharge segments.
Method paths: GET /contacts/:contactId and GET /contacts/:contactId/tasks (plus related endpoints for notes and appointments).
Key fields: contactId, taskId, noteId
Trigger: New or updated contact in Encharge triggers creation or tagging in GHL.
Actions: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tags
Paths: POST /contacts/ to create, PUT /contacts/:contactId to update, POST /contacts/:contactId/tags to assign tags.
Key fields: contactId, businessId, tags
Trigger: A task transitions to completed in GHL, updating Encharge accordingly.
Actions: PUT /contacts/:contactId/tasks/:taskId/completed to mark completion; optionally update related fields.
Paths: PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, completed
Unified view of contacts across GHL and Encharge improves segmentation and targeting
Automated workflows reduce manual data entry by syncing tasks, notes, and tags between platforms
Real-time syncing enables timely communications, nurturing campaigns, and faster issue resolution
This glossary covers core elements: Contact (the person record), Task (to-dos linked to a contact), Note (free-form context), Endpoint (API routes), and how these map to the processes in the integration.
A person in your system with a unique contactId used to tie together tasks, notes, appointments, and tags.
A specific API route that performs an action or returns data from GHL or Encharge.
A unit of work associated with a contact, including status, due date, and completion.
A text entry attached to a contact for context, history, or notes from interactions.
Automatically create follow-up tasks in Encharge when a contact record is updated in GHL.
Apply relevant tags and enrollments in Encharge when a new contact is created in GHL.
Push ticket notes back to the contact in Encharge to maintain a complete activity history.
Register a new application in GHL and generate an API key or OAuth client for Encharge.
Set scopes such as contacts.readonly and any write scopes you need, then test authorization.
Map contact fields (name, email, tags) to Encharge fields and run a test workflow.
You can access basic contact data, tasks, notes, and appointments through the GHL Contacts API for Encharge. Read-only scope covers retrieval, while specific write scopes enable creating or updating records. Always adhere to your security policies and tenant configuration. The API responses include IDs you can use to link related records.
No-code automation is possible via the Zapier App Connector. While you can build many automations without custom code, some advanced scenarios may require minimal scripting or field mapping adjustments. Start with pre-built templates and extend as needed.
Supported methods include OAuth 2.0 and API keys for authentication. OAuth is recommended for long-term use and user-based access; API keys can be used for service-to-service integrations. Ensure tokens are stored securely.
For syncing contacts, endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks are common. Use POST /contacts/ to create, and PUT /contacts/:contactId to update. For tagging, use POST /contacts/:contactId/tags.
To test, use the Zapier test feature or the API playground to request sample data. Validate responses, error codes, and rate limits, then run a live test with a small data set before going live.
Yes. You can update tasks and notes through the API and reflect changes in Encharge via Zapier automations. Ensure correct field mappings and permissions.
If you encounter errors, check authentication, scopes, and endpoint correctness. Review response messages, rate limits, and required fields. Consult the logs and, if needed, reach out to support with your request IDs.
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