Use OAuth or API keys to grant Filestage access to your Contacts data, following the standard auth flow and required scopes.
Filestage will request permissions to read and write contacts, tasks, notes, and related records from your Contacts API account.
Available 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, 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 to auto-create Filestage tasks.
Action: POST /contacts/:contactId/tasks to generate a Filestage task, link it to the contact, and attach relevant notes.
POST /contacts/:contactId/tasks
contactId, taskId, taskTitle, dueDate, status
Trigger on contact read or update to refresh context.
Action: GET /contacts/:contactId to fetch details and attach related notes and tasks to Filestage cards.
GET /contacts/:contactId
contactId, name, email, notes, tasks
Trigger on task status changes or completion events.
Actions: PUT /contacts/:contactId/tasks/:taskId/completed to mark complete, update Filestage task status, and record notes.
PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId, status, completedDate
Auto-create Filestage tasks when a new contact is added in the Contacts API.
Centralize contact activity (notes, tasks) in Filestage for faster collaboration.
Reduce manual data entry and speed up workflows with real-time sync.
Overview of elements and processes: endpoints, triggers, actions, and data fields used to automate workflows between Filestage and the Contacts API.
An individual in the Contacts API with identifying attributes and related records such as tasks and notes.
A unit of work linked to a contact for tracking progress.
A text entry attached to a contact for context and history.
A company or organization associated with a contact within the API.
Automatically generate a Filestage review board or task when a new contact is created in the Contacts API to kickoff the workflow.
Attach contact notes to Filestage cards to provide reviewers with context and history.
Automatically update Filestage task status based on activity in the Contacts API to keep teams aligned.
Create or authorize an OAuth client and set the scope to contacts.readonly to begin authentication.
Select endpoints to use and align data fields such as contactId, name, tasks, and notes.
Run test calls, verify data flow, and deploy the integration to production.
You typically need read permissions for contacts, as well as write permissions for creating and updating tasks and notes. Ensure the OAuth scope includes access to contacts.readonly and the actions you want to perform (tasks, notes, and tags). If using API keys, grant the minimum necessary scopes to reduce risk. For security, follow best practices like rotating credentials regularly and using scoped tokens tied to the Filestage app.
Endpoints commonly used include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId/completed, and GET /contacts/:contactId/notes. The exact set depends on which data you want to surface in Filestage. You can also pull or push, depending on your workflow, using the listed endpoints to fetch contact details, tasks, notes, and related business info.
Bidirectional sync is possible by pairing read operations with write/update operations and setting triggers on both sides. For example, updates in Contacts API can create or modify Filestage tasks, and status changes in Filestage can mark tasks as completed via corresponding endpoints. Carefully map fields to avoid conflicts and ensure data integrity across systems.
No-code tools or built-in automations via the integration platform can handle most scenarios. However, you may need light configuration to map fields and set triggers. If you require complex logic, you can add custom steps or use webhooks to extend functionality. Always test with a small dataset before rolling out widely.
Use the platform’s test or sandbox mode to run sample API calls, verify payloads, and confirm data appears correctly in Filestage. Check field mappings, error responses, and retry behavior. Review logs and monitor for authentication expirations or rate limits during tests.
Logs are typically available in the integration platform and API dashboards. Look for request/response histories, error codes, and rate-limit notices. If issues arise, review endpoint permissions, token validity, and field mappings, then re-run tests to verify resolution.
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Complete Operations Catalog - 126 Actions & Triggers
