Begin by obtaining an access token for the Contacts API with the scope set to contacts.readonly. This enables Formilla to securely read contact data, notes, tasks, and appointments within the allowed permissions.
To authorize Formilla to access your GHL data, complete the OAuth flow for Formilla and store the resulting access token securely. Ensure the token includes the required scope: contacts.readonly.
Common endpoints include: GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks for tasks, GET /contacts/:contactId/notes for notes, GET /contacts/ for listing, and GET /contacts/business/:businessId for business contacts. Use the endpoints that fit your workflow; the listed scope here is read-only by default.
Trigger: a contact is created or updated in GHL; Formilla updates its contact profile to reflect the latest information.
Actions: update the Formilla contact fields (name, email, phone), or create a new contact if one does not exist; apply tags for segmentation.
GET /contacts/:contactId
Key fields: id, email, name, phone, status
Trigger: a task is created, updated, or completed in GHL; Formilla receives the event.
Actions: create or update Formilla tasks; map status and due dates; reflect changes in Formilla activity feed.
POST /contacts/:contactId/tasks
Key fields: taskId, contactId, title, status, dueDate
Trigger: a note is added or updated on a contact in GHL.
Actions: create/update Formilla notes; apply or update tags to align with notes.
GET /contacts/:contactId/notes
Key fields: id, contactId, note, dateCreated
Automate data flow without writing any code; configure maps and triggers in the UI.
Keep contact data in sync across GHL and Formilla for consistent messaging.
Leverage existing endpoints to build powerful automations quickly, with audit trails.
This section covers endpoints, triggers, actions, methods, and data fields you’ll use when integrating GHL Contacts API with Formilla.
A defined URL and HTTP method used to perform operations against GHL’s API.
The process of proving identity and obtaining permission to access data via tokens or OAuth.
A person stored in GHL with associated details such as name, email, notes, and activities.
A to-do item linked to a contact, with status and due date.
Push contact changes from GHL to Formilla instantly so campaigns and automations stay current.
Trigger personalized messages in Formilla when tasks are created, updated, or completed.
Consolidate notes and interactions so your team sees a single activity history in Formilla.
The GHL Contacts API uses OAuth 2.0 tokens for secure access. You authenticate by obtaining an access token with the required scopes, such as contacts.readonly. Include the token in the Authorization header (Bearer) with each request. Rotate tokens regularly and store them securely in Formilla’s vault to protect sensitive data.
For basic read-only data, start with GET /contacts/:contactId to fetch a single contact, and GET /contacts/ to list contacts. As you map more fields to Formilla, you can expand to GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks to pull related information.
By design, the GHL Contacts API supports read operations with the defined scope. Writing requires additional scopes and endpoints (such as POST and PUT). If you need write capabilities, ensure your OAuth client has the appropriate permissions and that your workflow complies with data governance policies.
API usage may be subject to rate limits. If you hit limits, implement exponential back-off and batch requests where possible. Consider caching non-sensitive data and staggering requests to avoid peak usage.
Always test in a staging environment or with sandbox data before going live. Use mock contacts and tasks to verify mappings and triggers. Enable detailed logging and use test webhooks to confirm events are firing as expected.
If you see errors, check the HTTP status code and response body for details. Common issues include invalid tokens, insufficient scopes, or missing fields. Validate your token validity, update scopes if needed, and verify field mappings align with Formilla data models.
Consult the official GHL API documentation for endpoint changes, deprecations, and versioning. Release notes and changelogs are published there. You can also subscribe to developer update feeds or join the community for alerts about updates.
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