Access to Contacts API requires your GHL API key and a secure connection. Use OAuth where supported and keep credentials confidential.
Authorize Expensify to connect with your GHL account, using API keys or OAuth tokens provided by your platform. Store tokens securely and rotate periodically.
Core endpoints for Contacts API: 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, plus write and editing endpoints 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 viewed or updated in GHL, pull the latest data via GET /contacts/:contactId to keep Expensify in sync.
Actions: map contact fields (name, email, phone) to Expensify records; update Expensify profile with PUT /contacts/:contactId.
Methods and paths used: GET /contacts/:contactId for reads; PUT /contacts/:contactId to push updates; optionally GET /contacts/ to search.
Key fields: contactId, name, email, phone, notes, tags.
Trigger: new or updated tasks in Expensify can be created in GHL with POST /contacts/:contactId/tasks
Actions: create tasks in Contacts API; update task status with PUT /contacts/:contactId/tasks/:taskId
Methods: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: taskId, title, dueDate, status, linkedContactId
Trigger: notes added in Expensify can be sent to Contacts API via POST /contacts/:contactId/notes
Actions: attach notes, attach communications, attach IDs
Methods: GET /contacts/:contactId/notes; POST /contacts/:contactId/notes
Key fields: noteId, content, createdAt, author
Real-time data sync reduces manual entry and errors across systems.
Automations can trigger when a contact is updated, creating seamless workflows.
Scalable integration with audit trails and consistent data standards.
Key elements include API endpoints, authentication, data mapping, and process flows that connect GHL with Expensify via the Contacts API.
An Application Programming Interface that lets apps request and exchange data securely.
A specific URL in an API that performs a defined function, such as retrieving a contact or updating a task.
The method used to verify identity and authorize access to APIs, often via API keys or OAuth tokens.
A callback URL that receives event notifications from an API when something changes.
Automatically tag contacts created in Expensify when syncing to GHL, enabling targeted workflows.
Link task updates from Contacts API to notes in Expensify for a complete activity history.
Create reminder tasks in GHL based on Expensify events to keep teams aligned.
Obtain API credentials for both GHL and Expensify, then configure secure connections and scopes.
Choose endpoints (GET /contacts/:contactId, POST /contacts/, etc.) and map fields like name, email, and notes to Expensify records.
Test in a staging environment, validate data integrity, then deploy to production with monitoring.
The integration exposes a set of endpoints including GET, POST, PUT, and DELETE actions for contacts, tasks, notes, and more. Use the appropriate method path to perform the needed operation. This guide emphasizes safe practices and rate limits.
No coding is required with no-code automation editors, but for advanced customization you may use API calls and webhooks in your integration.
Security is ensured via API keys, OAuth tokens, and encrypted connections. Rotate credentials regularly and follow best practices.
Yes. You can map fields between GHL and Expensify to control what data syncs and how it appears in Expensify.
Store tokens securely, rotate periodically, and use scoped permissions to limit access to only what is needed.
You can attach notes, tags, and task history to contact records in Expensify, enabling a complete view of interactions.
Visit the developer docs or support portal for more resources, sample code, and community-driven integrations.
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