GHL uses OAuth 2.0 tokens with scope. For this integration, ensure the token includes the contacts.readonly scope to securely read contact data from the GHL Contacts API when syncing with FormKeep.
FormKeep stores OAuth credentials securely and uses them to access GHL data on your behalf. Follow the standard OAuth flow to obtain and refresh tokens.
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 new contact is created in GHL, FormKeep imports the contact data.
Actions: Create or update a matching contact in FormKeep; pull in basic fields and link related records.
Example: GET /contacts/:contactId to retrieve contact data for sync.
Fields: id, email, firstName, lastName, phone, tags.
Trigger: A task is created or updated in GHL for a contact.
Actions: Mirror task title, status, and due date to FormKeep; create or update FormKeep tasks.
Example: PUT /contacts/:contactId/tasks/:taskId to update task state.
Fields: taskId, title, status, dueDate, completed.
Trigger: Notes or appointments added in GHL.
Actions: Create notes in FormKeep and sync appointment data to calendars.
Example: POST /contacts/:contactId/notes to create a note.
Fields: noteId, content, date; appointmentId, startTime, endTime, location.
No coding required — set up triggers and actions with a few clicks.
Automated data sync keeps records current across platforms.
Eliminate manual data entry and reduce errors.
Definitions for API, endpoint, OAuth, webhook, and data mapping are provided here to help you understand the integration between FormKeep and the GHL Contacts API.
A set of rules that allow FormKeep to communicate with the GHL Contacts API.
A specific path and HTTP method used to perform an action with the GHL API.
Authorization framework that grants trusted access to GHL data without sharing passwords.
A callback URL that notifies FormKeep of events in GHL as they happen.
Automatically mirror GHL tasks to FormKeep to keep action items in one place.
Create notes in FormKeep when your team adds notes in GHL, providing context for follow-ups.
Sync GHL appointments to FormKeep and trigger reminders in your workflow.
Obtain an OAuth token from GHL with the required scope and securely store it in FormKeep.
Configure the 17 endpoints in FormKeep and map them to the corresponding actions.
Run tests, review logs, and set up alerts to ensure reliable sync.
With the provided scope (contacts.readonly), you can read contact data from GHL via the Contacts API when syncing with FormKeep. Writing data requires additional permissions and endpoints; if you need to create or update contacts, you’ll need to grant the appropriate scopes and configure the corresponding endpoints. Always follow your org’s security policies when elevating access. For most no-code workflows, read-mostly syncing covers many use cases, while write-enabled flows can be added as needed.
No deep coding is required thanks to FormKeep’s built-in connectors and mapping interfaces. You can set up triggers, actions, and field mappings through the UI. For advanced scenarios or custom data transformations, light scripting or webhooks can be used, but it’s optional.
Key read endpoints include GET /contacts/:contactId and GET /contacts/. For creating or updating from FormKeep, you’ll use POST /contacts/ and PUT /contacts/:contactId. To keep related data aligned (tasks, notes, appointments), use the corresponding endpoints for those objects and map them in FormKeep.
Security relies on OAuth tokens, scopes, and secure storage in FormKeep. Never expose tokens in client-side code; use server-side storage and rotate credentials regularly. Follow best practices for storing secrets and monitor token lifetimes.
With the base read-only scope, you can read contact data. Writing requires additional permissions and API endpoints (POST/PUT/DELETE). Coordinate with your admin to enable appropriate scopes and endpoint access as needed.
Check FormKeep’s integration logs for errors and verify API responses. Test endpoints directly with a REST client to isolate issues, and ensure tokens are valid and not expired. Review field mappings for correctness.
Rate limits are defined by the GHL API; consult the GHL developer docs for current quotas. Implement exponential backoff and monitor usage to stay within limits.
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Complete Operations Catalog - 126 Actions & Triggers
