Authenticate requests using API keys or OAuth tokens. Include the Authorization header for every call.
Authorize Formester to access your Contacts API data. Use secure OAuth scopes or tokens and store them safely in Formester.
– 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
Triggers when a contact is created or updated in the Contacts API. This can automatically kick off related tasks in Formester.
Actions include creating and updating Formester tasks based on contact changes, and optionally updating contact fields in the API.
GET /contacts/:contactId
contactId, name, email, status
Triggers when a note is added to or updated for a contact in the Contacts API.
Actions include creating notes in Formester and attaching them to the corresponding contact.
GET /contacts/:contactId/notes
notes.id, notes.content, notes.createdAt, contactId
Triggers when a tag is added to or removed from a contact in the Contacts API.
Actions include updating tags in Formester to support segmentation and targeted campaigns.
POST /contacts/:contactId/tags
contactId, tag, createdAt
Automate end-to-end workflows without writing a line of code.
Keep data in sync across apps and provide a unified view of your Contacts data.
Scale automation with flexible triggers, actions, and mappings.
Key elements and processes to understand when integrating the Contacts API with Formester.
A specific URL and HTTP method used to access a resource in an API.
Methods that verify identity and grant access to API resources (e.g., API keys, OAuth tokens).
A message delivered to your system when a defined event occurs in an app.
The URL path portion of an API endpoint used to access a resource.
Trigger onboarding emails or follow-ups when a contact is created or updated in the Contacts API and push tasks into Formester.
Create onboarding tasks in Formester from contact activity to guide new users through setup.
Sync notes and tags to group contacts for targeted campaigns and personal outreach.
Obtain your API key or OAuth tokens from the Contacts API and prepare Formester to receive connections.
Set up endpoint calls and data mappings in Formester to translate API responses into Formester fields.
Run tests, verify data sync, and enable automation in production.
No code is required thanks to Formester’s no-code connectors. You can authenticate and begin linking the Contacts API using API keys or OAuth tokens. Follow the step-by-step setup to map fields between the Contacts API and Formester and verify the data flow with test records.
Supported methods include API keys and OAuth tokens. Choose the method that best fits your security requirements and refresh tokens as needed.
Start with a basic read endpoint to fetch a contact. Gradually add notes, tasks, and tags as you confirm field mappings.
Use data mapping to align fields like name, email, and task status. Test mappings with sample records and validate responses.
Yes, you can set up real-time or near-real-time sync. If needed, implement polling or webhooks to keep data fresh.
API rate limits vary by account; monitor usage. If you hit limits, throttle requests or upgrade your plan.
Yes. Use the test mode in Formester to simulate calls. Review logs and error messages, then deploy to production when clean.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
