To authorize requests between GHL and Evernote, obtain an OAuth 2.0 token from the GHL developer console and securely store your client credentials. Include the token in the Authorization header when making API calls.
Evernote API access is secured with OAuth 2.0 tokens or API keys. Configure your Evernote app in the developer console and provide the access token in your requests to create, read, and update notes, tasks, and contacts.
– 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 updated in GHL, sync the latest notes and tasks to Evernote.
Actions: Create or update corresponding notes and tasks in Evernote; optionally tag for organization.
GET /contacts/:contactId (and related resources) used to pull current data for sync.
Key fields: id, name, email, notes, tasks, lastUpdated
Trigger: On Notes creation or update in GHL, push to Evernote.
Actions: Create/update Evernote notes; attach to the contact record.
GET /contacts/:contactId/notes
Key fields: id, idNote, content, updatedAt
Trigger: When a task is created or updated for a contact.
Actions: Create/update tasks in Evernote or attach task info to notes.
POST /contacts/:contactId/tasks
Key fields: id, taskId, title, due, status
Automated syncing without custom code
Unified view of contacts, notes, and tasks in one place
Faster onboarding for teams with easy setup
Overview of elements like endpoints, triggers, data fields, and workflows used in this integration.
A person stored in the GHL Contacts database with identifying fields such as name, email, and phone.
A piece of information attached to a contact in Evernote, such as meeting notes or ideas.
An action item linked to a contact, with a due date and status.
A specific API URL path used to perform operations on contacts, notes, or tasks.
Automatically generate Evernote notes based on contact changes, such as new hires or status updates.
Create task summaries in Evernote when tasks are created in GHL.
Organize notes into contact-specific notebooks for quick access.
Obtain OAuth tokens for GHL and Evernote and securely store them.
Select the endpoints you need (contacts, notes, tasks) and map data fields.
Create automated workflows to sync data between systems and trigger actions in Evernote.
No coding required for basic setup. Use the pre-built connectors and intuitive UI to map fields between GHL and Evernote. You can start with read-only scope for safety. Advanced users can tailor webhooks, custom data mappings, and error handling to fit complex workflows.
You can sync core contact data (name, email, phone), notes, and tasks. Depending on permissions, you can also sync appointments and business associations. Consider endpoint usage and rate limits when designing bi-directional sync.
Security is baked into OAuth 2.0 tokens and scoped access. Tokens are stored securely in your app’s vault and rotated regularly. Always use HTTPS and follow least-privilege access principles.
Authenticate each system separately using OAuth 2.0; obtain and refresh tokens as needed. Include the access token in the Authorization header for each API call.
Yes. Set up event-based triggers to sync notes and tasks automatically on create/update. Test flows in a sandbox to refine mappings before going live.
Basic sync typically uses GET /contacts/:contactId, GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks. Additional endpoints can be added as your workflow requires.
Visit the developer docs for GHL and Evernote, join the community, or contact support for integration help. We offer setup guidance, templates, and troubleshooting resources.
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Complete Operations Catalog - 126 Actions & Triggers
