How to connect FileInvite to the Contacts API

Connecting the Contacts API with FileInvite for seamless contact workflows

How to connect the Contacts API and FileInvite

This guide shows how to authenticate, authorize, and activate key endpoints to sync contacts, notes, tasks, and more between GHL’s Contacts API and FileInvite without code.

Authentication for the Contacts API

Authenticate requests with your GHL access token and the scope defined for Contacts (readonly in this guide). Include the token in the Authorization header as Bearer {token}.

FileInvite authentication

FileInvite uses OAuth 2.0 to securely obtain and renew access to GHL’s Contacts endpoints. Ensure you configure the proper redirect URI and scopes (contacts.readonly, and other needed scopes).

GHL Contacts API Endpoints used by FileInvite

Endpoints and actions include:\n- GET /contacts/:contactId\n- GET /contacts/:contactId/tasks\n- GET /contacts/:contactId/tasks/:taskId\n- GET /contacts/:contactId/notes\n- GET /contacts/:contactId/notes/:id\n- GET /contacts/:contactId/appointments\n- GET /contacts/\n- GET /contacts/business/:businessId\n- permissions: contacts.write\n- POST /contacts/\n- PUT /contacts/:contactId\n- DELETE /contacts/:contactId\n- POST /contacts/:contactId/tasks\n- PUT /contacts/:contactId/tasks/:taskId\n- PUT /contacts/:contactId/tasks/:taskId/completed\n- DELETE /contacts/:contactId/tasks/:taskId\n- POST /contacts/:contactId/tags

Top 3 connection patterns for Contacts API + FileInvite

Create or update a contact in GHL from FileInvite

Trigger: New or updated contact in FileInvite

Action: POST /contacts/ or PUT /contacts/:contactId in the GHL Contacts API

Endpoint: POST /contacts/ (create) and PUT /contacts/:contactId (update)

name, email, phone, company

Top 3 connection patterns for Contacts API + FileInvite

Attach tasks to a contact when a FileInvite task is created

Trigger: New task in FileInvite

Action: POST /contacts/:contactId/tasks in GHL

Endpoint: POST /contacts/:contactId/tasks

contactId, title, dueDate, status

Top 3 connection patterns for Contacts API + FileInvite

Add notes to a contact from FileInvite

Trigger: Note created in FileInvite

Action: POST /contacts/:contactId/notes

Endpoint: POST /contacts/:contactId/notes

contactId, noteContent, author

No-code benefits of connecting Contacts API with FileInvite

Automate contact syncing to reduce manual data entry

Orchestrate tasks and notes across apps for better collaboration

Real-time data availability and streamlined onboarding

Key terms and glossary

Common elements and processes you’ll encounter when integrating the GHL Contacts API with FileInvite include endpoints, triggers, actions, and data fields.

API

Application Programming Interface that enables software applications to communicate.

Endpoint

A specific URL path for an operation exposed by an API.

Authentication

The process of verifying identity to grant access to resources.

Webhook

A callback URL that receives event notifications from an API.

People also Search for:

Three creative ideas to connect Contacts API with FileInvite

Automatic contact onboarding

Use FileInvite to automatically create or update contacts in GHL as soon as an invite is sent.

Task-driven workflows

Link new FileInvite tasks to GHL tasks for unified to-dos.

Notes-as-context

Attach notes from FileInvite to the related contact in GHL for context.

Three simple steps to connect Contacts API with FileInvite

Authorize the connection

Start by obtaining a client ID and secret from GHL and configure the OAuth flow for FileInvite.

Configure endpoints and scopes

Choose necessary endpoints and scopes (e.g., readonly) to limit access to data you need.

Test, monitor, and deploy

Test the integration end-to-end and set up monitoring and alerts.

Frequently asked questions

Do I need coding to connect FileInvite with the Contacts API?

No heavy coding is required—this guide uses no-code setup with triggers, actions, and pre-built templates. You can assemble automations using FileInvite and GHL endpoints. If you do code, use standard RESTful calls.

You can access contact details, tasks, notes, and appointments as allowed by your access scope (readonly in this guide). You can also manage tags and business associations as supported by endpoints.

Authenticate via OAuth 2.0 and include the access token in your requests. Use the Bearer token in the Authorization header. Ensure scopes match your needs.

Yes. You can create, update, and delete tasks; notes; and contacts depending on permissions.

Rate limits depend on your GHL plan and API usage. Plan for bursts and implement exponential backoff retries.

Use built-in retries and proper error handling. Log failures and alert on persistent errors.

Developer docs for the GHL Contacts API are available in the GHL developer portal.

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Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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