Accessing the Contacts API requires OAuth 2.0 with the scope contacts.readonly. Start by creating a client in your GHL developer console, then authorize Finmo to access your contact data.
In Finmo, register the GHL OAuth client, paste the client credentials, and authorize the connection. Use the app’s Connections area to manage the link to the GHL Contacts API.
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: a contact is created or updated in Finmo, then changes push to GHL.
Actions: create or update the corresponding contact in GHL; sync related tasks and notes; apply tags as needed.
Example methods: POST /contacts/ to create, PUT /contacts/:contactId to update
Key fields: id, email, fullName, phone
Trigger: new or updated tasks in GHL or notes in Finmo initiate sync
Actions: create/update tasks in Finmo; push notes to GHL; keep statuses aligned
Endpoints: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Fields: taskId, contactId, title, dueDate, status
Trigger: notes or appointments created/updated in Finmo require updates in GHL
Actions: push notes to GHL; create/update appointments in GHL; keep timeline coherent
Endpoints: POST /contacts/:contactId/notes, POST /contacts/:contactId/appointments
Fields: noteId, contactId, content, date; appointmentId, time, location
Rapid setup with no-code automation via Zapier or built-in connectors between Finmo and GHL
Automated workflows: contact creation, task generation, note syncing, and appointment updates without writing code
Consistency and accuracy: centralized data across Finmo and GHL reduces duplicates
This glossary defines core terms and processes used to connect Finmo with the GHL Contacts API.
An Application Programming Interface that exposes endpoints for data access and operations.
An authorization framework enabling secure access to resources without sharing user credentials.
A callback URL that delivers event notifications in real time.
A specific URL path that performs an action or returns data in an API.
Use live checks to validate contact data and merge duplicates across Finmo and GHL.
Automatically create follow-up tasks in Finmo from GHL task changes and vice versa.
Attach notes to customer timelines and push appointment reminders into calendars using GHL.
Create the API connection in Finmo and authorize the GHL Contacts API using your client credentials.
Match Finmo fields to GHL contact fields and configure endpoint paths for sync.
Run test syncs, review logs, and set alerts to ensure data integrity.
The GHL Contacts API exposes a set of endpoints you can call to read and manage contact data, tasks, notes, and events. It requires proper authentication and the right scope to access contact information. Two-factor guidance: start with OAuth 2.0, obtain client credentials, and grant access to your Finmo app, then test calls in a secure sandbox.
Yes. Finmo can integrate with GHL using no-code tools like Zapier, or you can build custom automations through the API. No-code options let you start quickly, while API-based setups offer deeper control over mappings and workflows.
Authentication uses OAuth 2.0; you must set up the client and scopes. Ensure tokens refresh regularly and store securely. Follow the Finmo and GHL docs to complete the authorization flow and confirm access with a test call.
Endpoints include read and write operations for contacts, tasks, notes, and appointments. You can list, create, update, and delete records as allowed by your granted scopes. Remember to respect rate limits and map fields precisely to avoid data mismatches.
Test the integration in a sandbox or with a small dataset. Use API logs and webhooks to verify events, confirm field mappings, and watch for duplicates. Set up alerts to notify you of failed calls or authentication errors.
Yes, notes and tasks can be synchronized across Finmo and GHL. Ensure the correct scopes are granted and map note and task fields properly to maintain data integrity. Periodic checks help keep timelines aligned between systems.
Credentials and tokens expire; you will need to refresh tokens and periodically reauthorize the connection. Keep your client secrets secure and rotate credentials as part of your security practices.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
