Access to the Contacts API requires a valid credential (API key or OAuth token) scoped to contacts.readonly. Store credentials securely in forms-app and rotate them regularly to protect data.
forms-app uses OAuth 2.0 to securely access GHL data. In your GHL developer settings, create a client, note the client ID and secret, and set the redirect URI for the forms-app callback.
– 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
Trigger: When a new contact is created or updated in forms-app, fetch the profile from GHL with GET /contacts/:contactId to populate core fields.
Actions: Create or update the contact in forms-app using the mapped fields (id, name, email, phone, status).
GET /contacts/:contactId
contactId, firstName, lastName, email, phone, status
Trigger: When a contact is updated or a new task is created, pull tasks with GET /contacts/:contactId/tasks.
Actions: Create or update tasks in forms-app; map taskId, subject, dueDate, status, and completed.
GET /contacts/:contactId/tasks
taskId, contactId, subject, dueDate, status, completed
Trigger: New notes for a contact trigger a fetch with GET /contacts/:contactId/notes.
Actions: Create or update notes in forms-app; map noteId, content, createdAt, author.
GET /contacts/:contactId/notes
noteId, contactId, content, createdAt
No-code data automation: Build data flows with drag-and-drop logic and pre-built actions to sync data between GHL and forms-app.
Faster time-to-value: Connect endpoints, map fields, and automate common tasks without writing code.
Unified customer view: See contacts, tasks, notes, and appointments in a single place for smarter follow-ups.
This glossary defines terms used in GHL API integration with forms-app, including endpoints, authentication, triggers, and data mapping.
A specific URL path on the GHL API that you call to read or modify data.
A standard authorization framework that enables secure access to user data without sharing passwords.
The process of aligning data fields between GHL and forms-app so data flows correctly.
The maximum number of API requests allowed in a given time window.
Set up a workflow that creates or updates a GHL Contact entry whenever a form is submitted, ensuring new leads are captured immediately.
When a form response indicates a follow-up, automatically create a task in GHL linked to the contact to track next steps.
Attach form-submitted notes as notes in GHL so teams have context when engaging a contact.
In GHL, create API credentials with the contacts.readonly scope and copy the client ID and secret. Configure the redirect URI in forms-app.
In forms-app, map the GHL contact fields to your form data fields so data flows correctly.
Run end-to-end tests, verify data sync, and enable monitoring and alerting for failures.
For GHL Contacts API, use OAuth 2.0 or API keys with the contacts.readonly scope. Store credentials securely in forms-app and rotate regularly. If you use OAuth, ensure the token refresh flow is in place. Each request should include proper authentication headers.
Start with reading a single contact to verify identity (GET /contacts/:contactId) and then pull related data such as tasks and notes (GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes). Map essential fields first and expand as needed.
Yes. You can create or update tasks (POST /contacts/:contactId/tasks) and notes (POST /contacts/:contactId/notes) from forms-app after mapping fields. You may need to handle IDs carefully to keep links between systems.
No heavy coding is required. Use the no-code integrations patterns, built-in actions, and field mappings. For advanced flows, small scripting can be used, but most common scenarios are achievable without it.
Map fields by aligning the GHL endpoint data (name, email, phone, etc.) with your forms-app data model. Use transformations if formats differ (e.g., date formats) and test with sample records.
GHL enforces rate limits. Plan for retries with exponential backoff and implement caching where appropriate to avoid hitting limits. Monitor error codes and adjust quotas as needed.
Implement retries for transient errors, log failures, and alert on repeated issues. Use idempotent operations where possible to prevent duplicate records and maintain data integrity.
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Complete Operations Catalog - 126 Actions & Triggers
