To access the Contacts API, obtain a valid API key or OAuth token for GHL and grant eWaiverPro the necessary permissions to read contact data.
Ensure the app has the correct scopes (contacts.readonly) and securely store access credentials for continued access.
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’s details when a waiver event occurs
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Method/Path: GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: A new waiver is created or updated and the contact must be created or updated
Actions: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Method/Path: POST /contacts/ and PUT /contacts/:contactId
Key fields: contactId, name, email
Trigger: A task is completed or notes updated to drive tagging
Actions: PUT /contacts/:contactId/tasks/:taskId/completed, POST /contacts/:contactId/tags
Method/Path: PUT /contacts/:contactId/tasks/:taskId/completed and POST /contacts/:contactId/tags
Key fields: taskId, contactId, tagName
Streamlined waiver data capture directly into contacts and tasks
Reduced manual data entry with automatic syncing
Improved customer journeys with up-to-date contact data
Overview of concepts and processes used when integrating the Contacts API with eWaiverPro
A specific URL path and HTTP method used to access a resource in the API
A secure token used to authorize API requests on behalf of a user or app
A callback mechanism used by the API to notify events
Defined access level for an API token
Use contact details to auto-populate waiver fields during creation
Create tasks when waivers reach certain statuses
Auto-tag contacts based on waiver types
Obtain credentials and authorize the app to access the Contacts API
Set the required endpoints from the list to fit your workflow
Run tests and monitor data flow between GHL and eWaiverPro
You will typically need read-only access for contact data and basic scope to manage tasks and notes. Ensure roles grant the Contacts API permissions. Use secure storage for tokens and rotate credentials regularly.
The core endpoints include GET /contacts/:contactId, POST /contacts/, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId/completed, and POST /contacts/:contactId/tags.
Store tokens securely using encryption at rest and in transit. Use short-lived tokens where possible and refresh as recommended by the API provider.
Yes. You can sandbox/test credentials provided by GHL or the provider. Validate with test data before moving to production.
There is typically no hard limit, but check plan details. For large scales, implement batching and rate-limiting.
In most cases, yes. Webhook events push updates in near real-time; inventory changes may sync automatically depending on setup.
Configure your webhook URL in the app settings and subscribe to the events relevant to waivers, contacts, and tasks.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
