Authenticate with your GHL credentials to access the Contacts API. Use OAuth 2.0 or an API key from your GHL developer console, and store tokens securely for subsequent requests.
Authorize Float to access your GHL data by using the standard OAuth flow or an API key, depending on your setup. Ensure the requested scope matches only what you need (contacts.readonly) and protect your credentials.
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: Retrieve a contact by ID to pull the latest data into Float.
Actions: Create or update a contact in Float based on the retrieved data; map fields such as name, email, phone, and custom fields.
GET /contacts/:contactId
contactId is required to fetch the specific contact; include optional fields to expand related data as needed.
Trigger: Retrieve all tasks for a contact to monitor progress and due dates.
Actions: Create or update tasks in Float; sync status, due date, priority, and notes.
GET /contacts/:contactId/tasks
contactId is required; taskId optional for a specific task.
Trigger: Pull notes to surface activity history.
Actions: Create or update notes in Float; ensure note content and timestamps are preserved.
GET /contacts/:contactId/notes
contactId is required; noteId optional for a specific note.
Automate data synchronization without writing code, reducing manual data entry.
Create powerful workflows between contacts, tasks, and notes with a few clicks.
Keep teams aligned with up-to-date data across apps and platforms.
This glossary defines essential terms for working with the GHL Contacts API and the Float integration, including endpoints, authentication methods, data fields, and common workflow concepts.
A unique identifier for a contact in GHL; used in endpoint paths to fetch, update, or relate data for a specific person.
An API URL that lets you access a resource or perform an action in GHL.
A to-do item linked to a contact; tasks have status, due date, and notes.
A text entry attached to a contact to capture history, comments, or activity context.
Trigger a notification in your team chat when a contact field changes in GHL, then reflect the update in Float with a new task or note.
When a critical event occurs for a contact, automatically create a follow-up task in Float and assign it to the right team member.
Sync notes to a digest in Float so the team can review recent activity without logging into GHL.
In your GHL account, generate an API key or set up OAuth for secure access.
Grant the required scope, such as contacts.readonly, and any write permissions you plan to use.
Use the Float connector to map fields and run test requests against the endpoints listed.
Answer: You authenticate using your GHL API credentials. Generate an API key or complete the OAuth flow in the GHL developer console, and include the token in your requests to the Contacts API. Securely store credentials and rotate keys regularly. If you are using OAuth, refresh tokens before they expire and follow best practices for token management. Note: Use the minimum required scopes for your integration and monitor access to protect sensitive contact data.
Answer: The Contacts API lets you retrieve contact details, tasks, notes, appointments, and related business information. Read-only access is available with the appropriate scope; writes require POST, PUT, or DELETE permissions. Map fields carefully to Float so data stays consistent across systems. You can also fetch lists of contacts or business-associated data to support bulk workflows and reporting.
Answer: Yes. You can create or update contacts and tasks via POST and PUT endpoints, and delete when necessary. Ensure your API credentials have the required permissions and that you map fields correctly to avoid data conflicts. Test changes in a staging environment first to verify your workflows before going live.
Answer: Rate limits apply to GHL API requests. Respect headers that indicate remaining quota and reset times, implement exponential backoff, and cache data when appropriate. If you exceed limits, pause requests and retry after the suggested interval. Planning batched requests can help stay within quotas while keeping data fresh.
Answer: For general contact management, the most useful endpoints are GET /contacts/:contactId, GET /contacts, POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId. To manage ongoing workflows, use GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and PUT /contacts/:contactId/tasks/:taskId/completed. Notes endpoints are also helpful: GET /contacts/:contactId/notes and POST /contacts/:contactId/notes. These endpoints enable you to build end-to-end processes from onboarding to task follow-ups and history notes.
Answer: Yes. A GHL developer account is typically required to obtain API keys or configure OAuth apps for the Contacts API. You may also need the appropriate permissions within your GHL workspace. Follow the setup steps in the GHL developer console to register your app and request the necessary scopes. If you are part of a larger organization, coordinate with your admin to ensure API access aligns with security policies and data governance.
Answer: If a contact is deleted in GHL, you may need to decide how that affects connected data in Float. Depending on your mapping, you can archive related tasks or notes or retain them for historical context. Establish a data retention rule in your workflows to handle deletions gracefully. In practice, you can implement a soft-delete approach in Float or create an archival flag to preserve history while keeping downstream processes clean.
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