Access is granted via OAuth 2.0 with the required scopes (contacts.readonly). Obtain an access token and refresh token to make API calls to the Contacts API from Formsite.
Formsite uses API tokens or OAuth clients to authorize requests to the Contacts API. Configure credentials in your Formsite app and store them securely.
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 Formsite submission is received to create a new contact in Contacts API or update an existing one.
Actions: Create or update a contact, attach notes, and create related tasks based on form fields.
Use POST /contacts/ to create a contact or PUT /contacts/:contactId to update; map Formsite fields to Contacts API fields.
Key fields: email (as unique identifier), full name, phone, businessId.
Trigger on updates from Formsite to fetch and sync existing contacts in Contacts API.
Actions: GET /contacts/:contactId to fetch, POST /contacts/:contactId/tags to apply tags, and optional task creation.
Paths like GET /contacts/:contactId and POST /contacts/:contactId/tags are used to enrich existing records.
Key fields: contactId, tags.
Trigger when a submission includes a task or note to be recorded against a contact.
Actions: POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes, PUT /contacts/:contactId/tasks/:taskId/completed.
Paths: POST /contacts/:contactId/tasks; POST /contacts/:contactId/notes; PUT /contacts/:contactId/tasks/:taskId/completed.
Key fields: contactId, taskId, noteId.
Automate repetitive data entry and sync, without writing a single line of code.
Achieve real-time data consistency between Formsite submissions and your CRM records.
Create end-to-end workflows that combine contacts, tasks, and notes in one seamless automation.
This glossary explains common API terms and the data flows used in the Formsite–Contacts API integration.
A specific URL path in an API used to perform a defined operation (retrieve, create, update, delete) on data.
An authorization framework that enables secure access to APIs without sharing user credentials.
A person or company record stored in your CRM that contains identifying details and related data.
A mechanism for one app to send real-time data to another when a specified event occurs.
Capture submission data (name, email, company) and automatically create a new contact in Contacts API.
If a response includes action items, create corresponding tasks linked to the contact.
Add contextual notes to the contact when onboarding form fields are completed.
Create a GHL API key or OAuth client; collect client id and secret; store securely.
Define how Formsite fields map to Contacts API fields; select triggers and actions.
Run tests, verify data integrity, and set up monitoring and retry handling.
Answer: The recommended approach is to use OAuth 2.0 to obtain an access token with the correct scopes (contacts.readonly) and to securely store refresh tokens. When Formsite submissions occur, you can call POST /contacts/ to create a new contact or PUT /contacts/:contactId to update an existing one, using the submitted form data mapped to the contact fields. This keeps your data current without manual entry. Two paragraphs: Build the connection using a service account or OAuth flow, then implement error handling and retries to ensure reliability.
Answer: Yes. You can fetch a list of contacts with GET /contacts/ and update specific records with PUT /contacts/:contactId. For bulk operations, loop through form submissions and apply individual calls per contact, respecting rate limits. Consider batching updates where supported and implement idempotent operations to avoid duplicates.
Answer: Map Formsite fields to the corresponding Contacts API fields in your app configuration. Create a field mapping table (e.g., Formsite email -> Contacts email, Formsite name -> Contacts name). Use the endpoints that fit your flow (POST /contacts/ for creates, PUT /contacts/:contactId for updates, and POST /contacts/:contactId/tasks for tasks). Test thoroughly.
Answer: Rate limits depend on your GHL plan. Implement exponential backoff for retries and log failures. Use webhook-like retries where possible, and monitor API usage in real time to stay within quotas.
Answer: Yes. Create explicit field mappings and validation rules. Use triggers based on specific form fields to kick off actions like creating or updating contacts, adding tasks, or applying tags. This ensures the automation runs only when intended.
Answer: Webhooks are supported in the sense that your Formsite submission events can drive API calls to Contacts API. If direct webhooks are not available, you can implement polling or scheduled checks to simulate real-time updates.
Answer: Logs and audit trails are typically accessible in Formsite and your app integration dashboard. Enable verbose logging for API calls to diagnose failures, and set up alerts for recurring errors.
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