To access the Contacts API endpoints, use secure credentials and tokens. Request appropriate scope (for read-only endpoints use contacts.readonly) and pass the access token with each call.
To connect Formitable to the Contacts API, configure API keys or OAuth credentials in your app settings and grant the necessary permissions to read and sync contact data.
Available endpoints include: GET /contacts/:contactId to retrieve a single contact; GET /contacts/:contactId/tasks and GET /contacts/:contactId/tasks/:taskId for task data; GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id for notes; GET /contacts/:contactId/appointments for appointments; GET /contacts/ for listing contacts; GET /contacts/business/:businessId for business-linked contacts; and supporting write and management endpoints such as 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.
Trigger: when a contact is created or updated in Contacts API, push the latest profile data to Formitable in real time.
Actions: create or update a contact in Formitable; optionally create a follow-up task to keep things moving.
GET /contacts/:contactId
id, email, firstName, lastName
Trigger: when notes or tasks change for a contact, sync to Formitable.
Actions: create/update notes and tasks in Formitable to reflect changes.
GET /contacts/:contactId/tasks
taskId, id, status, dueDate
Trigger: when a new contact is created in Contacts API, push a new contact into Formitable.
Actions: POST /contacts/ to create in the Contacts API and map into Formitable as a new record.
POST /contacts/
name, email
Automates data sync to eliminate manual data entry and reduce errors.
Gives a unified view of contacts, notes, and tasks in a single location.
Speeds onboarding and automations without writing code.
Key elements include endpoints, triggers, actions, and data fields; processes describe how data moves between the Contacts API and Formitable during a no-code integration.
Application Programming Interface — a defined set of rules that enables communication between software systems.
A specific URL path used to access a resource in an API.
An event that starts a workflow or automation.
An operation performed in response to a trigger.
When a new contact is added in Contacts API, automatically create a task in Formitable to follow up and close the deal faster.
Map notes to Formitable tasks and reminders so your team acts on updated context.
Automatically provision new Formitable records from new Contacts API entries to keep systems aligned.
Register your app in GHL and obtain client ID, client secret, and refresh tokens to start the connection.
Choose usable endpoints (read-only where appropriate) and set the correct scopes, such as contacts.readonly, to ensure proper access.
Test data flows in a sandbox, verify syncing, and then deploy to production with monitoring.
The Contacts API offers endpoints to read, update, create, and delete contacts, notes, tasks, and appointments. Use GET requests to fetch data and POST/PUT/DELETE for creating and modifying records. This enables you to pull profile details, track task progress, and view notes in one place. You can mix endpoints to build workflows that fit your business process.
No coding is required for a typical no-code integration between the Contacts API and Formitable. Use pre-built triggers, actions, and mappings to connect data flows. For advanced scenarios, you can extend with minimal scripting or leverage automation platforms, but many solutions can be achieved with drag-and-drop configurations.
Authentication is handled via secure tokens and credentials. Use OAuth 2.0 where supported, or API keys with proper scope (for read-only operations use contacts.readonly). Always pass tokens in headers and rotate credentials regularly to maintain security.
Yes. You can automate creation and updates of notes and tasks in Formitable from changes in Contacts API, and vice versa. Set up triggers to mirror changes and define actions to propagate those changes across systems.
Test the integration in a sandbox environment by simulating common workflows (new contacts, updated notes, completed tasks). Confirm data mapping and timing, then monitor logs during the go-live transition.
Most integration platforms provide logs and error dashboards. Review request/response logs, error codes, and audit trails to diagnose issues. Enable alerts for failures or timeouts to maintain reliability.
Write operations are supported on endpoints like POST /contacts/ and POST /contacts/:contactId/tasks. Use these to create records or tasks, then ensure proper field mappings to keep data consistent across both systems.
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Complete Operations Catalog - 126 Actions & Triggers
