Access to the Contacts API requires a valid access token with the required scope (contacts.readonly). Use OAuth 2.0 flows or API keys as provided by GHL for your app, and rotate credentials regularly.
In Firmao’s developer console, create and securely store API credentials (client ID and secret). Use these credentials to obtain a token that authorizes requests to the GHL Contacts API.
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, 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: GET /contacts/:contactId
Actions: Retrieve the contact and pull related tasks, notes, and appointments using endpoints 2–6.
Example calls: GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId, businessId
Trigger: PUT /contacts/:contactId
Actions: Update the contact (PUT /contacts/:contactId) and related tasks (PUT /contacts/:contactId/tasks/:taskId) and mark completion (PUT /contacts/:contactId/tasks/:taskId/completed).
Example calls: PUT /contacts/:contactId; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, completed
Trigger: DELETE /contacts/:contactId or POST /contacts/:contactId/tags
Actions: Delete a contact (DELETE /contacts/:contactId), delete a task (DELETE /contacts/:contactId/tasks/:taskId), and add tags (POST /contacts/:contactId/tags).
Example calls: DELETE /contacts/:contactId; DELETE /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/tags
Key fields: contactId, taskId, tagId
Centralize contact data access in Firmao without custom code, reducing manual syncing and errors.
Automate cross-system workflows between Firmao and the GHL Contacts API for faster onboarding and consistency.
Improve data accuracy with real-time updates and automated tagging and note syncing.
This glossary defines core concepts such as Contact, Endpoint, Task, Note, and Tag, and explains how they relate in the Firmao–GHL integration.
A person in your CRM with a unique identifier and a set of associated data (contacts, tasks, notes, tags).
An action item linked to a contact to track work and progress.
A text record attached to a contact for context and history.
A label used to classify or group contacts for segmentation.
Automatically create tasks in GHL when a new contact is added in Firmao to stay aligned with teams.
Automatically tag contacts based on interaction history to enable targeted workflows.
Bridge notes between Firmao and GHL to maintain a complete activity history.
In Firmao, create a new API client and record the client ID and secret.
Set scope to contacts.readonly and enable required endpoints such as GET /contacts and GET /contacts/:contactId.
Test calls in a sandbox environment, verify data integrity, then deploy to production.
With the Contacts API, you can retrieve core contact details, associated tasks, notes, and appointments. You can also fetch business data linked to a contact when needed. The endpoints are designed to be read-only by default when using the provided scope, ensuring safe data access for reporting and automation workflows. Always validate response structure in your application to map fields correctly.
Because the base scope is contacts.readonly, writing operations are not permitted with the standard credentials. To perform creates, updates, or deletes, you must request elevated privileges from your GHL app administrator or use a service account with write permissions. In environments that require writes, ensure your tokens have the appropriate scope before calling POST, PUT, or DELETE endpoints.
Available endpoints cover reading contacts, tasks, notes, appointments, and basic management of contacts and their related items. For example, GET /contacts/:contactId retrieves a single contact, while GET /contacts/:contactId/tasks fetches associated tasks. Use POST, PUT, and DELETE endpoints only when your credentials grant write permissions.
Requests must be authenticated with a valid access token obtained via the OAuth 2.0 flow or API key method supported by GHL. Include the token in the Authorization header as a Bearer token for each call. Rotate credentials regularly and store tokens securely in your app.
Scopes determine what data you can access. The default scope in this guide is contacts.readonly, which limits mutations and some listing operations. If you need broader access, request the appropriate scope from your administrator and update your token accordingly.
Webhooks are supported in GHL and can notify your system of contact updates, task changes, or notes additions. Configure webhooks in the GHL developer console and supply the webhook URL to Firmao so events can be pushed automatically. Ensure your endpoints handle retries and data validation.
Best practices include validating data on ingest, handling pagination for large result sets, and mapping fields consistently between Firmao and GHL. Use stable IDs from both systems, store tokens securely, and test synchronization in a sandbox before going live.
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