Authenticate requests using your GHL credentials with the scope: contacts.readonly so you can safely read contact data.
Authorize Formaloo to access the Contacts API with the required permissions, and store tokens securely for continued access.
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: When a contact is created or updated in Formaloo, automatically create or update the matching contact and related tasks in the Contacts API.
Actions: Use endpoints for fetching and updating contacts and creating tasks (GET /contacts/:contactId, POST /contacts/, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId).
Method paths: GET /contacts/:contactId to read, POST /contacts/ to create, POST /contacts/:contactId/tasks to add tasks, PUT /contacts/:contactId/tasks/:taskId to update.
Key fields: contactId, taskId, contactName, email, taskTitle, dueDate, status.
Trigger: When a note is added or updated in Formaloo, push it to the contact’s notes in the API.
Actions: Create or update notes via POST /contacts/:contactId/notes.
Path: POST /contacts/:contactId/notes
Key fields: contactId, noteId, noteContent, createdAt
Trigger: When an appointment is scheduled or updated in Formaloo, reflect it in the Contacts API via the available appointment endpoints.
Path: GET /contacts/:contactId/appointments; PUT /contacts/:contactId/appointments/:appointmentId (where applicable).
Key fields: contactId, appointmentId, date, time, status.
Automate data flow between Formaloo and the Contacts API without writing code.
Eliminate repetitive data entry and reduce human error through triggered workflows.
Experiment with new automations quickly, thanks to a no-code setup.
Key elements include API endpoints, authentication, triggers, actions, and data mapping between Formaloo and the GHL Contacts API.
A specific URL path combined with an HTTP method that performs a defined operation against an API.
A process to prove identity and authorize access to API resources, typically via tokens.
A callback URL that receives real-time event updates from an API.
An event that starts an automated workflow or sequence of actions.
Automatically create a Formaloo contact when a new lead is added in your source system via the Contacts API.
Create tasks in Formaloo when important events occur in your CRM through the API.
Sync notes from Formaloo to the GHL Contacts API to maintain a complete activity trail.
In the GHL console, generate API credentials with the scope: contacts.readonly, and securely store them.
Grant Formaloo access to the Contacts API within the required permissions.
Run test calls to fetch a sample contact and its related data to verify the integration works.
The GHL Contacts API scope defines what data you can access. For a read-only integration, use the contacts.readonly scope to fetch contact records, tasks, notes, and appointments. Ensure your credentials are kept secure and rotate them regularly. If you need to update data, request broader scopes and follow the principle of least privilege.
Many endpoints support syncing data between Formaloo and the Contacts API, including GET /contacts/:contactId to read data, POST /contacts/ to create, PUT /contacts/:contactId to update, and specific endpoints for tasks and notes (e.g., POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes). Plan your mappings to minimize round-trips and consider batching where possible.
Yes. You will need credentials generated in the GHL console and app authorization in Formaloo. Store tokens securely and implement token refresh if supported. If you’re using a no-code connector, the platform will typically manage token lifecycles for you.
You can use both notes and tasks in your automation, depending on your workflow. Notes capture free-form updates and history, while tasks can drive action items. Map fields accordingly to preserve data fidelity between Formaloo and the Contacts API.
Field mapping is the key. Create a data dictionary that aligns Formaloo fields (name, email, phone, notes) with the corresponding fields in the Contacts API. Use consistent identifiers like contactId to ensure updates relate to the correct records.
Yes. Rate limits apply to API calls. Monitor quota usage, implement exponential backoff, and batch requests when possible to stay within limits while maintaining timely data flow.
Test in a controlled environment with sample data. Use test credentials or a sandbox if available, run end-to-end scenarios (read, write, update), and review logs to confirm data maps correctly and automations trigger as expected.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
