Begin by provisioning access with the scope set to contacts.readonly to securely fetch contact data from the GHL API.
In Flashquotes, authorize access to your Contacts API data using the GHL OAuth flow or an API key, ensuring the scope includes contacts.readonly.
Available endpoints include: 1) GET /contacts/:contactId 2) GET /contacts/:contactId/tasks 3) GET /contacts/:contactId/tasks/:taskId 4) GET /contacts/:contactId/notes 5) GET /contacts/:contactId/notes/:id 6) GET /contacts/:contactId/appointments 7) GET /contacts/ 8) GET /contacts/business/:businessId 9) contacts.write (permission) 10) POST /contacts/ 11) PUT /contacts/:contactId 12) DELETE /contacts/:contactId 13) POST /contacts/:contactId/tasks 14) PUT /contacts/:contactId/tasks/:taskId 15) PUT /contacts/:contactId/tasks/:taskId/completed 16) DELETE /contacts/:contactId/tasks/:taskId 17) POST /contacts/:contactId/tags
Trigger: when a contact is updated in GHL, fetch the contact data via GET /contacts/:contactId and pull related tasks, notes, and appointments to keep Flashquotes in sync.
Actions: in Flashquotes, sync the contact profile, then retrieve tasks (GET /contacts/:contactId/tasks), notes (GET /contacts/:contactId/notes), and, if needed, appointments.
GET /contacts/:contactId (and related endpoints: /contacts/:contactId/tasks, /contacts/:contactId/notes)
Key fields: contactId, name, email, phone, taskId, noteId
Trigger: a new submission in Flashquotes creates a contact in GHL.
Actions: POST /contacts/ to create the contact, then optionally assign tags (POST /contacts/:contactId/tags) and create initial tasks (POST /contacts/:contactId/tasks).
POST /contacts/
name, email, phone, source
Trigger: updates to a contact in Flashquotes trigger a corresponding update in GHL.
Actions: PUT /contacts/:contactId to update core fields; PUT /contacts/:contactId/tasks/:taskId to update tasks; GET /contacts/:contactId/notes to sync notes.
PUT /contacts/:contactId, PUT /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes
contactId, taskId, noteId, status
Eliminate manual data entry by keeping Contact and activity data in sync automatically.
Accelerate workflows with ready-made automations for lead follow-up, task creation, and notes syncing.
Scale operations without writing code thanks to seamless data mapping and trigger-action patterns.
Key elements include API endpoints, authentication, triggers, actions, and data mapping. Processes involve connecting, authenticating, configuring endpoints, testing, and deploying automations.
A specific URL path and HTTP method used to access data from the GHL API.
An event in the integration that starts an automated workflow, such as a contact update or a new note being added.
The process of verifying identity and granting access, typically via API keys or OAuth.
The data sent with a request or returned in a response, formatted as JSON.
Automatically generate follow-up tasks in Flashquotes when a new contact is created in GHL, assigning to the right team based on source data.
Segment contacts by lifecycle stage or source and route them to tailored Flashquotes campaigns.
Sync notes from GHL into Flashquotes to enrich contact history and trigger context-aware actions.
Obtain a valid API key or OAuth token with the scope ‘contacts.readonly’ and configure your app in Flashquotes.
Choose relevant endpoints (e.g., GET /contacts/:contactId) and map fields like name, email, and tasks to Flashquotes fields.
Run tests, verify data sync, and deploy to production with error handling and retry logic.
You can access read-only data for contacts such as profile details, emails, phone numbers, and related tasks, notes, and appointments. For write operations or broader access, you may need elevated permissions; this guide focuses on the contacts.readonly scope.
No heavy coding is required. Use the Zapier-style workflow approach to set up triggers and actions, leveraging pre-built endpoints and field mappings. Templates and sample flows help you get started quickly.
Supported authentication methods include API keys and OAuth flows via GHL. Choose the method that best fits your security posture and team workflow, ensuring the scope includes contacts.readonly.
Token expiration is managed by your chosen authentication method. Use refresh tokens or re-authenticate periodically to maintain uninterrupted data access.
The most useful endpoints typically include GET /contacts/:contactId to read core profile data, GET /contacts/:contactId/tasks for related work items, and POST /contacts/ to create new records. Depending on your workflow, notes and tags endpoints can extend capabilities.
Yes. You can fetch notes and tasks for a given contact using GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks, enabling a complete view of contact activity in Flashquotes.
Error logs and troubleshooting tips are available in Flashquotes’ integration panel and the GHL API dashboard. Check request/response payloads, status codes, and any permission issues to diagnose problems quickly.
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Complete Operations Catalog - 126 Actions & Triggers
