Authenticate securely with OAuth tokens or API keys. Request the contacts.readonly scope to access contact data and follow least privilege.
Configure your app to securely store tokens, rotate credentials, and refresh access as needed. Use safe storage and implement token revocation.
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 created or updated in your app so you can pull the latest data into the Contacts API.
Actions include fetching contact details, creating or updating contacts, and syncing notes and tasks for consistency.
GET /contacts/:contactId
Key fields to map include contactId, email, name, phone, and external IDs
Trigger when a new task is needed or updated to reflect progress.
Actions include POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and DELETE if needed.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, title, dueDate, status
Trigger when a contact meets criteria to apply one or more tags.
Actions: POST /contacts/:contactId/tags to apply tags and update segmentation.
POST /contacts/:contactId/tags
Key fields: contactId, tagId, tagName
No code required to build powerful integrations with a visual workflow mindset.
Faster time to value with real time syncing of data between the API and your app.
Easier maintenance and fewer errors with centralized data mapping and error handling.
This section explains the essential elements such as authentication, endpoints, triggers and actions, and data mapping used to connect the GHL API with your app.
An access token or API key used to authorize API requests after completing the OAuth flow or using a static key.
A specific URL path that exposes a callable API operation.
An authorization framework that issues access tokens to clients after user consent.
A label attached to a contact to enable segmentation and targeted workflows.
Push contact changes as events to Facebook Conversions to improve attribution accuracy.
Use rules to apply tags when a contact is created or updated for smarter routing.
Set up a recurring sync to keep data fresh without manual work.
Get your API keys, client id, and client secret from the Contacts API dashboard.
Configure the OAuth flow, scopes, and token storage in your app.
Link app events to endpoints such as GET /contacts/:contactId and validate end to end.
Use OAuth 2.0 for user authorized access or API keys for service to service calls. Start with the minimum scope required, such as contacts.readonly, and rotate credentials regularly. If you are building a no code flow, use token storage best practices and secure vaults for the keys. Confirm that your app can refresh tokens automatically to avoid interruptions.
Coding is not strictly required for basic integrations if you are using a no code platform with prebuilt connectors. However, for advanced mapping, custom event triggers, and robust error handling, lightweight scripting or code will help you tailor the flow. Start with example templates and expand as needed.
The most important endpoints for Facebook Conversions are the read endpoints for contacts and the endpoints that push or tag data. Key operations include GET /contacts/:contactId to retrieve details and POST /contacts/:contactId/tags or POST /contacts/:contactId/tasks to attach data that feeds conversions. Ensure your app can handle data mapping for fields like email, name, and tags.
Test by simulating real events in a sandbox environment. Use a test contact to verify read operations, create a test task and tag to confirm write endpoints, and verify that changes propagate to the destination platform. Use mock data and monitor logs for errors and latency.
Common pitfalls include mismatched field mappings, insufficient token scopes, and neglecting token refresh. Always validate that contactId and tagId fields align across systems. Check rate limits and implement exponential backoff for retries.
Implement retry logic with backoff, monitor for 429 rate limit responses, and gracefully handle auth token expiration. Use automated token refresh and alerting to detect failures early. Maintain idempotency where possible to avoid duplicate records.
Rate limits vary by API plan. Refer to the API provider dashboard for current quotas. Implement client-side throttling and server-side queueing to stay within limits, and document how to escalate limits if your use case requires higher throughput.
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Complete Operations Catalog - 126 Actions & Triggers
