Requests to the Contacts API require a valid access token with the scope contacts.readonly. Use OAuth 2.0 or API keys per your setup and store credentials securely in Fax-Plus. Ensure your app is authorized to read contact data before triggering any workflows.
In Fax-Plus, configure API credentials to authorize calls to the Contacts API. Use the client/secret pair and exchange authorization codes as needed. Validate the token before each request and refresh it before expiry.
1) GET /contacts/:contactId — retrieve a single contact.\n2) GET /contacts/:contactId/tasks — fetch tasks for a contact.\n3) GET /contacts/:contactId/tasks/:taskId — retrieve a specific task.\n4) GET /contacts/:contactId/notes — fetch notes for a contact.\n5) GET /contacts/:contactId/notes/:id — fetch a single note.\n6) GET /contacts/:contactId/appointments — view appointments for a contact.\n7) GET /contacts/ — list contacts.\n8) GET /contacts/business/:businessId — get contacts by business.\n9) contacts.write — permission to write to contacts.\n10) POST /contacts/ — create a new contact.\n11) PUT /contacts/:contactId — update a contact.\n12) DELETE /contacts/:contactId — delete a contact.\n13) POST /contacts/:contactId/tasks — create a task.\n14) PUT /contacts/:contactId/tasks/:taskId — update a task.\n15) PUT /contacts/:contactId/tasks/:taskId/completed — mark a task complete.\n16) DELETE /contacts/:contactId/tasks/:taskId — delete a task.\n17) POST /contacts/:contactId/tags — assign tags to a contact.
Trigger: A new lead appears in Fax-Plus, automatically creates or updates the corresponding contact in Contacts API.
Actions: Create or update contact data, attach initial notes, and kick off onboarding tasks.
POST /contacts/
Key fields: name, email, phone, leadSource, status
Trigger: Contact fields change in Contacts API (e.g., status, email, phone).
Actions: Update the Fax-Plus contact record and refresh related notes and tasks.
PUT /contacts/:contactId
Fields: contactId, lastModified, status, email, phone
Trigger: New activity in Fax-Plus requires a task in Contacts API.
Actions: Create a task linked to the contact in the Contacts API and notify the user.
POST /contacts/:contactId/tasks
Fields: contactId, title, dueDate, priority, status
Automate data flows without writing code, reducing manual data entry.
Keep contact notes, tasks, and appointments synchronized in one place.
Launch ready-to-use workflows with minimal setup and maintenance.
Overview of the key elements (GHL, APPNAME) and core processes (authentication, mapping fields, testing) used in this integration.
GHL is the CRM and automation platform that exposes the Contacts API used in this integration.
Application Programming Interface – a set of endpoints for interacting with GHL services.
The Fax-Plus app in this guide used to integrate with the Contacts API.
A specific URL path that accesses a function in the API.
Automatically create a contact in Contacts API when a new lead is captured in Fax-Plus, including key fields for instant follow-up.
Push notes and tasks from Fax-Plus into the corresponding contact in Contacts API, keeping everything synchronized in one place.
Whenever a contact is updated in Contacts API, trigger a Fax-Plus workflow such as sending a message or updating a deal.
In Fax-Plus, create an app integration and obtain the client ID and secret to authorize calls to the Contacts API.
Configure OAuth 2.0 or API keys, request the contacts.readonly scope, and test token retrieval.
Map essential fields (name, email, phone) and create test workflows to verify data flow between Fax-Plus and Contacts API.
No-code setup is often possible with builder tools and pre-built connectors. Start by configuring Fax-Plus as the trigger app and map essential contact fields to the Contacts API. Use the provided endpoints to shape your workflows and test each step in a sandbox environment.\nIf you run into unique edge cases, a lightweight script can handle data transformation without full-scale development.
Use OAuth 2.0 for secure authorization, paired with a client ID and secret from Fax-Plus. If your setup supports API keys, you can also deploy key-based access with the contacts.readonly scope. Always store credentials securely and rotate them periodically.\nFor most teams, OAuth 2.0 provides smoother token management and user consent flows.
Common endpoints include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks for tasks, and POST /contacts/ to create new contacts. These cover typical workflows like syncing a contact’s data, tasks, and notes between Fax-Plus and the Contacts API.\nAdvanced users leverage PUT, DELETE, and tag endpoints to maintain data integrity and organization.
Yes. You can push notes and tasks from Fax-Plus into the Contacts API and pull updates back into Fax-Plus. Set up two-way webhooks or polling triggers so changes in either system reflect in real time.\nTest bi-directional sync thoroughly to prevent data drift.
Rate limits vary by plan and endpoint. Monitor response headers for remaining quota and retry after the suggested wait time. If you exceed limits, implement backoff and batch requests where feasible.\nConsider upgrading or staggering requests during peak times.
Refer to the official Contacts API documentation within the Fax-Plus integration settings for endpoint references, parameter details, and examples. You can also access developer resources and sample workflows in the integration marketplace.\nIf you need hands-on guidance, contact support for a walkthrough.
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Complete Operations Catalog - 126 Actions & Triggers
