Access is secured via standard API authentication. Use your GHL developer credentials to obtain an API key or token, then attach the key to requests to authenticate calls from Filevine during setup and ongoing operation.
Filevine will provide or require credentials for connecting to the GHL API. Store these securely and rotate as recommended. The connection validates rights scoped to contacts.readonly for this workflow.
– 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 Filevine, automatically create or update a corresponding task in GHL to track follow-ups.
Actions: Create a task in GHL with mapped fields (title, due date, assignee) and attach to the relevant contact. Update task status as changes occur in Filevine.
Example: POST /contacts/:contactId/tasks to create, or PUT /contacts/:contactId/tasks/:taskId to update.
contactId, taskTitle, dueDate, status, assignedTo
Trigger: When a note is added or updated for a contact in GHL, push that note to the Filevine contact record.
Actions: Create or update Filevine notes, link to the correct contact, preserve timestamps and authorship where possible.
Example: POST /contacts/:contactId/notes or PUT /contacts/:contactId/notes/:id
contactId, noteId, content, createdAt
Trigger: When a GHL task is marked completed, update the corresponding Filevine task to reflect completion.
Actions: Update Filevine task status to completed, optionally log completion time and user who completed it.
Example: PUT /contacts/:contactId/tasks/:taskId/completed or PUT /contacts/:contactId/tasks/:taskId
contactId, taskId, status
Automate data flow without writing code, reducing manual data entry and errors.
Achieve real-time or near-real-time synchronization between GHL and Filevine for up-to-the-minute records.
Centralize workflows in a single no-code automation platform, boosting team efficiency.
This section defines essential terms and concepts you’ll encounter when integrating the GHL Contacts API with Filevine, including endpoints, authentication, data mapping, and automation triggers.
A specific URL and HTTP method used to perform an action against the GHL API.
The process to verify identity and authorize access to the API, typically via tokens or keys.
The process of aligning fields from one system to corresponding fields in another so data imports/exports are accurate.
A mechanism for the API to push events to a configured endpoint in real time, enabling reactive automation.
Automatically create Filevine onboarding tasks when a new contact is added in GHL to accelerate client setup.
Generate and attach periodic activity reports in Filevine based on GHL contact updates for managers.
Migrate critical notes from GHL to Filevine to keep all context in one place for each contact.
Obtain API credentials from GHL and securely configure them in Filevine’s connection setup.
Select which GHL contact fields map to Filevine fields and specify any transformations.
Run test syncs, verify results in both systems, then enable automated flows for ongoing operation.
The integration leverages a set of endpoints to read and manage contacts, notes, tasks, and related data. Core flows use endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/, and POST /contacts/:contactId/tasks to move information between GHL and Filevine. You can tailor which endpoints are active based on your business rules. If you need a broader data surface, you can extend mappings to additional endpoints like notes, appointments, or tags as your processes require.
No deep coding is required for standard automation. The setup uses a no-code connector to map fields, define triggers, and specify actions. For complex transformations, you can add lightweight logic in the mapping layer or use a middleware tool to pre-process data before it reaches Filevine.
Security is handled through standard API authentication, scoped permissions, and secure credential storage. Access tokens or API keys should be stored securely, rotated regularly, and restricted to the necessary scopes (e.g., contacts.readonly) to minimize exposure.
Errors are surfaced with detailed logs and retry policies. If a call fails, the system can retry with backoff, and you can configure alerts for persistent failures. Use the built-in monitoring to identify and fix data mismatches quickly.
The integration primarily exposes contact-level data, including tasks, notes, and appointments, plus related fields used for mapping. You can extend to business-level or additional resources as supported by the endpoints described in the Endpoints Overview.
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Complete Operations Catalog - 126 Actions & Triggers
