To access the Contacts API, obtain an API credential from the GHL developer portal and authorize requests using OAuth 2.0 or API keys as supported. Ensure the scope includes contacts.readonly for read operations and adjust scopes as needed for write actions.
Formcrafts connects using a secure OAuth-based flow or API key, depending on your setup. Store credentials securely, test the connection, and rotate credentials periodically for maximum security.
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, and POST /contacts/:contactId/tags. Additional endpoints are available as needed.
Trigger: When a contact is opened or selected in Formcrafts, pull the latest data from the Contacts API to display up-to-date information.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes. Map fields like id, name, email, phone, status, and associated tasks/notes to the Formcrafts record.
Method paths: Use GET /contacts/:contactId to retrieve core data, then GET related resources at /contacts/:contactId/tasks and /contacts/:contactId/notes to enrich the view.
Key fields: id, firstName, lastName, email, phone, status, tasks[].id, notes[].id
Trigger: When a new contact is created in Formcrafts, create a corresponding record in the Contacts API.
Actions: POST /contacts/, PUT /contacts/:contactId to update. Map essential fields like email, name, and company, and optionally attach initial tasks.
Method paths: POST /contacts/ to create; PUT /contacts/:contactId to update existing records.
Key fields: id, email, firstName, lastName, phone, company, tags
Trigger: When notes or tasks are updated in the Contacts API, reflect changes in Formcrafts for complete history.
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks, PUT /contacts/:contactId/notes/:id to sync updates. Create a cohesive activity timeline in Formcrafts.
Method paths: GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks, PUT /contacts/:contactId/notes/:id to update notes.
Key fields: notes.id, tasks.id, content, dueDate, status
Eliminates manual data entry by automatically pulling contact data, tasks, and notes into Formcrafts.
Drives automated workflows: trigger tasks, notes, and updates without writing code.
Gives you real-time visibility into customer history across both platforms for faster decisions.
Use this glossary to understand common terms you’ll encounter when connecting Formcrafts with the Contacts API, and how each element maps to your integration processes.
An Application Programming Interface that enables two systems to communicate and exchange data in a standardized way.
A specific URL in an API that performs a defined action, such as retrieving a contact or listing notes.
The method by which an application proves its identity to access an API, typically via OAuth or API keys.
A user-defined callback URL that receives real-time notifications when certain events occur in the API.
Automatically pull core contact data from the Contacts API and enrich Formcrafts records with verified email, phone, and company details to speed up outreach.
Create and assign Formcrafts tasks from important contact events in the Contacts API, keeping teams aligned without manual steps.
Sync notes and activity history to Formcrafts timelines to provide richer context for every customer interaction.
Register your app in the GHL developer portal and generate client credentials or an API key for secure access.
Map Contacts API fields to Formcrafts fields, and define which endpoints to call for each workflow.
Run a test sync, validate data integrity, set up retry logic, and deploy to production.
No-code connections are possible with Formcrafts using pre-built authentication and mapping features. You can connect the Contacts API to Formcrafts through a guided setup, creating workflows without custom code. If you need a unique field mapping, you can adjust in the integration settings to align with your data model. For basic use, start with retrieving core contact data (GET /contacts/:contactId) and then fetch related records like tasks (GET /contacts/:contactId/tasks) and notes (GET /contacts/:contactId/notes) to build a complete profile.
For a minimal, functional sync, you should implement GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes to populate Formcrafts with essential data. As you expand, add endpoints like GET /contacts/:contactId/appointments and GET /contacts/ to broaden coverage. Mapping fields such as id, name, email, and status ensures consistent data representation across both systems. Always test each endpoint in a staging environment before going live.
The integration supports API key-based and OAuth-based authentication, depending on your GHL configuration. Use OAuth for user-specific access tokens and API keys for service-to-service communication. Keep credentials secure, rotate keys regularly, and apply the principle of least privilege by scoping tokens to the minimal required permissions (for example, contacts.readonly for read-only operations).
Yes. You can set up bidirectional syncing by mapping writes from Formcrafts to the Contacts API (POST /contacts/, PUT /contacts/:contactId) and by pulling updates (GET /contacts/:contactId, GET /contacts/:contactId/tasks) back into Formcrafts. Ensure conflict resolution rules are in place so that the latest confirmed changes prevail and avoid duplicate records with unique identifiers.
Implement robust error handling with retries, exponential backoff, and clear error messages. Log failures for auditing and set up alerting on repeated errors. Use idempotent endpoints when possible (e.g., POST with a unique external_id) to prevent duplicates, and validate payload schemas before retrying requests.
Real-time or near-real-time syncing is achievable for some endpoints using webhooks or event-driven triggers. If your workflow requires instantaneous updates, configure webhooks for notes and tasks and map those events to Formcrafts actions. For other data, a scheduled check (batch sync) can keep data up-to-date with minimal delay.
The full endpoint list is available in the integration documentation and within the endpoint mapping section of the Formcrafts connector. You can also view the endpoints in the API reference provided by GHL, including methods for contacts, tasks, notes, and appointments. Start with core endpoints and expand as your workflows grow.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
