Authenticate requests to the Contacts API from Formitize by obtaining a valid access token and including it in the Authorization header for each API call.
Formitize connects to GHL using OAuth 2.0 credentials or API keys; store and refresh tokens securely within the connector settings.
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; contacts.write; 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 GHL; action pulls contact data into Formitize to create or update the corresponding contact record.
Actions: fetch /contacts/:contactId, map fields, and update Formitize; optionally sync related tasks/notes.
GET /contacts/:contactId
contactId, name, email, phone, tags
Trigger: new or updated tasks under a contact in GHL.
Actions: pull /contacts/:contactId/tasks and map to Formitize tasks.
GET /contacts/:contactId/tasks
contactId, taskId, title, status, dueDate
Trigger: new or updated notes for a contact in GHL.
Actions: fetch /contacts/:contactId/notes and map to Formitize notes.
GET /contacts/:contactId/notes
contactId, noteId, content, date
No-code automation: build powerful workflows between GHL and Formitize without writing a line of code.
Centralized data: keep contacts, tasks, and notes in sync across systems for accurate reporting.
Faster onboarding: teams can customize integrations quickly using prebuilt connectors and mappings.
Key elements and processes you’ll encounter when connecting the GHL Contacts API to Formitize.
A specific URL in the GHL API used to perform a defined action.
The process of proving identity to access the GHL API.
OAuth 2.0 is a protocol for authorization and secure access to protected resources.
A token included in the Authorization header that grants access to protected resources.
Set up GHL webhooks to push contact changes directly into Formitize for instant syncing.
Automatically create or update Formitize tasks based on GHL contact activity to keep teams aligned.
Leverage notes from GHL to trigger targeted reminders or marketing campaigns in Formitize.
In Formitize, create a new GHL connection, provide your Formitize API details, and authorize access to the Contacts API.
Follow the on-screen prompts to authorize the connection and run a test to ensure data flows correctly.
Map GHL fields to Formitize fields for contacts, tasks, notes, and set up automatic syncing.
No coding is required. The Formitize-GHL connector provides a no-code interface to set up triggers, actions, and mappings between the GHL Contacts API and Formitize. Start by creating a new connection and selecting the relevant endpoints. You can then configure field mappings and automate data flows with a few clicks. If you need more customization, you can still extend workflows with conditional logic in the visual builder.
Common syncing endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. These enable pulling contact data, tasks, and notes into Formitize and allow you to map fields to your Formitize entities. You can also trigger updates when changes occur in GHL via webhooks.
All credentials are stored securely and the connection uses OAuth 2.0 or API keys with token refresh. Data is transmitted over HTTPS and access can be restricted by scope. Regular audits and best practices help protect your data.
Yes. The connector provides field mapping interfaces that let you align GHL fields with Formitize fields. You can map essential contact properties such as name, email, phone, and custom fields, and extend mappings to related entities like tasks and notes.
To revoke access, go to the connector settings and remove the GHL connection. You may also revoke access from your GHL app by invalidating the OAuth token. After revocation, any automated flows will stop, and data will no longer sync.
We support common formats like JSON and CSV for data import and export. The connector handles conversion between GHL data structures and Formitize formats automatically.
Rate limits depend on your GHL plan. Refer to your GHL API plan documentation for current quotas. The connector includes built-in retries and queues to handle bursts gracefully.
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Complete Operations Catalog - 126 Actions & Triggers
