In GHL, grant the app the necessary scopes (such as contacts.readonly) and choose an authorization method (OAuth 2.0 or API key).
In Formstack Documents, connect the GHL Contacts API by providing credentials or an OAuth token, then test the connection to confirm access.
1) GET /contacts/:contactId; 2) GET /contacts/:contactId/tasks; 3) GET /contacts/:contactId/tasks/:taskId; 4) GET /contacts/:contactId/notes; 5) GET /contacts/:contactId/notes/:id; 6) GET /contacts/:contactId/appointments; 7) GET /contacts/; 8) GET /contacts/business/:businessId; 9) contacts.write; 10) POST /contacts/; 11) PUT /contacts/:contactId; 12) DELETE /contacts/:contactId; 13) POST /contacts/:contactId/tasks; 14) PUT /contacts/:contactId/tasks/:taskId; 15) PUT /contacts/:contactId/tasks/:taskId/completed; 16) DELETE /contacts/:contactId/tasks/:taskId; 17) POST /contacts/:contactId/tags
Trigger: when a contact is created or updated in the Contacts API.
Actions: extract key contact fields and create or update tasks in Formstack Documents; optionally push notes to templates.
GET /contacts/:contactId
contactId, name, email, phone, tags
Trigger: a new or updated task for a contact in the Contacts API.
Actions: pull task details and reflect in a related document in Formstack Documents; update status as needed.
GET /contacts/:contactId/tasks
contactId, taskId, title, status, dueDate
Trigger: new notes or appointments for a contact.
Actions: pull notes or appointments data and insert into document templates or generate summaries.
GET /contacts/:contactId/notes
contactId, noteId, appointmentId
Automate data transfer with clicks, no custom code required.
Keep documents up to date by syncing the latest contact data on schedule or in real time.
Reduce manual data entry, improve accuracy, and speed up client communications.
This section defines core terms used when connecting the GHL Contacts API to Formstack Documents: endpoints, authentication, data mapping, and workflow automation.
A defined URL path and HTTP method used to access a resource in an API.
The method by which your app proves identity to the API (OAuth 2.0, API keys).
Mapping fields from Contacts API to corresponding fields in Formstack Documents templates.
A mechanism to notify your app of events so workflows can run automatically.
As soon as a contact is created in the Contacts API, Formstack Documents can generate a welcome packet or onboarding contract automatically.
Generate or update status reports in templates when a task moves to done, keeping clients informed.
Append key meeting notes to a client document to create a single source of truth.
In GHL, create an app, enable contacts.readonly, and generate a client secret or API key.
Add the Formstack Documents integration and test fetching a sample contact to verify access.
Map contact fields to your document templates and configure a trigger to start document generation upon changes.
You can access core contact data like name, email, phone, and tags, as well as related resources such as notes and tasks depending on permissions. This data forms the basis for populating your Formstack Documents templates.
With read-only access, you can pull contact data into templates to generate documents and start automations without risking data integrity.
No heavy coding is required for most integrations. Formstack Documents provides visual mappings and connectors to fetch data from the GHL Contacts API.
For advanced scenarios, light scripting or simple HTTP actions can extend capabilities without building a custom backend.
Key endpoints include GET /contacts/:contactId and GET /contacts/:contactId/tasks to pull core data and related items.
Additional endpoints for notes and appointments can enrich documents as needed for richer templates.
Yes. Rate limits apply based on your plan. Plan your polling intervals and batch sizes accordingly.
If you approach limits, stagger requests or leverage webhooks to minimize repeated calls.
Field mapping aligns template fields with API response fields. Use Formstack Documents’ mapping UI to bind name, email, and other data to your document templates.
Keep data formats consistent (dates, phone numbers) for clean outputs.
Yes. You can trigger document creation on contact updates by using webhooks or scheduled checks.
Configure your workflow to start a document generation when relevant changes occur.
Endpoint details and sample requests live in the GHL API reference and your developer console.
Use these references to understand parameters, responses, and authentication requirements when building templates.
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