Requests to the Contacts API require a valid access token or API key with the scope contacts.readonly. Include the token in the Authorization header as Bearer
Configure Envoy for Visitors to securely store and rotate credentials. Use an API key or OAuth token to authorize requests to the Contacts API and validate each request before processing data.
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 the Contacts API; Envoy for Visitors pulls the latest details to keep profiles and tasks in sync.
Actions: Retrieve contact data, update the Envoy contact profile, and create or refresh associated tasks as needed.
GET /contacts/:contactId
contactId, name, email, phone, lastUpdated
Trigger: New or updated tasks for a contact in the Contacts API.
Actions: Create or update tasks in Envoy for Visitors and link to the correct contact.
POST /contacts/:contactId/tasks
contactId, taskId, title, status, dueDate
Trigger: Notes or appointments updated for a contact in the Contacts API.
Actions: Sync notes and appointments to Envoy for Visitors to keep timelines and histories current.
GET /contacts/:contactId/notes
contactId, noteId, appointmentId
Zero-code integration reduces setup time and accelerates time-to-value for teams.
Automations run without writing custom code, using built-in actions and flows.
Unified data view across contacts, tasks, notes, and appointments for better decision making.
This section defines core terms such as API, Endpoint, OAuth, API Key, and Webhook and explains how they work together in the GHL Contacts API and Envoy for Visitors integration.
A secret token used to authenticate requests to the API.
A specific URL path that performs an action in the API.
An authorization framework that enables secure access without sharing user credentials.
A callback URL that receives real-time updates from the API.
Automatically pull contact details to enrich visitor profiles in Envoy for Visitors and improve routing and context.
Link tasks to contacts to trigger follow-ups, reminders, and case handoffs in your team.
Sync notes to provide context for conversations and decisions across teams.
Obtain API key or OAuth credentials from GHL and configure Envoy for Visitors to store and rotate them securely.
Configure endpoints like /contacts and related resources in Envoy to enable data sync and actions.
Run test requests, verify data accuracy, and set up monitoring and alerts.
No extensive coding is required. Envoy for Visitors offers built-in actions and triggers that map to the Contacts API endpoints. Use the app’s UI to configure connections and data fields. If you have development resources, you can customize field mappings or add additional endpoints, but the core tasks work with the no-code setup.
You can access contact details, tasks, notes, and appointments depending on the scope (contacts.readonly). You can fetch a single contact or a collection, and you can read tasks, notes, and appointments for that contact.
Authentication uses API keys or OAuth tokens. Include Bearer tokens in REST calls. Rotate credentials regularly and scope access to what is needed.
Yes. You can create and update contacts, tasks, and notes via POST and PUT endpoints, subject to permissions. Ensure idempotent calls and proper error handling.
Supported endpoints include contacts, tasks, notes, appointments, and basic business data. The API supports GET, POST, PUT, DELETE operations as described in the docs.
Use standard HTTP status codes with retries using exponential backoff. Implement robust error handling and alerting for rate limits and permission issues.
Example requests and payloads are in the developer docs and app connector templates. If you don’t see samples for your use case, start with common endpoints and adapt field mappings.
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Complete Operations Catalog - 126 Actions & Triggers
