Set up OAuth or API key access with the scope contacts.readonly to read contacts, tasks, notes, and related resources from GHL. Ensure you grant permissions that align with Everfit’s data needs.
Authorize Everfit to access your GHL data by selecting the Contacts API scope (contacts.readonly) and generating the required credentials to enable seamless data synchronization.
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 contacts.write 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: When a contact is accessed in Everfit, fetch the contact’s profile and its associated tasks.
Actions: Call GET /contacts/:contactId to retrieve profile data and GET /contacts/:contactId/tasks to pull related tasks, then map to Everfit fields.
GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId, name, email, phone, taskId, status
Trigger: A note is created or updated for a contact in GHL.
Actions: Fetch notes with GET /contacts/:contactId/notes, then sync to Everfit notes; support GET /contacts/:contactId/notes/:id for specifics.
GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id
Key fields: contactId, notesId, content, createdAt
Trigger: Upcoming or past appointments linked to a contact are detected.
Actions: Pull appointments with GET /contacts/:contactId/appointments, map to Everfit calendar or task entries, and associate with the correct contact.
GET /contacts/:contactId/appointments
Key fields: contactId, appointmentId, startTime, endTime
No-code data integration lets non-developers connect Everfit to GHL without writing code, speeding up onboarding and testing.
Drag-and-drop workflow automation enables triggers, actions, and data mapping between Everfit and GHL without scripting.
A centralized view of contacts, notes, tasks, and appointments helps teams collaborate and close deals faster.
This glossary explains core terms used in the integration: API, endpoint, trigger, action, method path, and key fields, plus how drivers map data between Everfit and the GHL Contacts API.
An application programming interface that allows Everfit to request and receive data from the GHL Contacts API.
A specific URL path that represents a resource or operation in the API.
The data sent with or returned from API requests, including fields and values.
The process and credentials used to authorize access to the API (e.g., OAuth scopes like contacts.readonly).
Idea: automatically fetch contact details from GHL and enrich Everfit profiles with updates such as company, role, and last activity.
Idea: create Everfit tasks when certain GHL tasks are assigned or completed, keeping teams aligned.
Idea: sync GHL notes to Everfit so teams have a complete history of contact interactions in one place.
Step 1: obtain API credentials, set the scope to contacts.readonly, and authorize Everfit to access your GHL data.
Step 2: map the relevant endpoints (contacts, tasks, notes, appointments) to Everfit fields and define triggers.
Step 3: test data sync, monitor logs, and deploy to production with alerting and retries.
Yes. To read data from GHL, you’ll typically use OAuth with a scope like contacts.readonly or individual API keys if supported. This ensures Everfit can securely pull contact data, tasks, notes, and appointments. Always follow your security policies when granting access. If your setup requires write actions in Everfit to update GHL, you would adjust scopes accordingly and implement appropriate validation and audit trails.
Typical endpoints include GET /contacts/:contactId for profile data, GET /contacts/:contactId/tasks for tasks, GET /contacts/:contactId/notes for notes, and GET /contacts/:contactId/appointments for scheduling. You may also query lists with GET /contacts/ and retrieve related resources like notes by ID. Map these to corresponding fields in Everfit for a seamless data view.
Writing data back to GHL is possible if you configure write endpoints (e.g., POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks). Ensure you have the correct permissions and conflict handling. Implement validation to prevent data discrepancies and keep audit logs for traceability.
The typical read-only scope is contacts.readonly, which allows reading contacts, tasks, notes, and appointments. If your use case requires updates, you would request broader scopes and implement strict access controls.
Field mapping involves aligning GHL contact fields (name, email, phone, company) with Everfit profile fields. Create a mapping table and use endpoints like GET /contacts/:contactId to pull data and POST/PUT to push updates. Validate formats (e.g., email) during sync.
Basic setup requires no code if you use the Zapier App Connector style workflow but a minimal understanding of API concepts helps. You’ll configure credentials, endpoints, triggers, and actions in a visual interface.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
