Access to the GHL Contacts API is controlled via OAuth 2.0 or API keys depending on your setup. Ensure your app has the proper scopes (such as contacts.readonly) for read operations and the necessary write scopes for updates.
To connect FreeAgent to the GHL Contacts API, configure an OAuth 2.0 client in your app and securely store tokens. Follow token rotation and secure storage best practices to maintain a stable connection.
Relevant endpoints include 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 contact is updated in FreeAgent, pull changes into GHL via GET /contacts/:contactId and related task endpoints.
Actions: create or update tasks, notes, or tags in FreeAgent based on GHL data via POST/PUT endpoints.
Methods/Paths: GET /contacts/:contactId and GET /contacts/:contactId/tasks
contactId, taskId
Trigger: new notes or appointments in FreeAgent should create corresponding records in GHL via POST /contacts/:contactId/notes and POST /contacts/:contactId/appointments.
Actions: mirror updates from GHL to FreeAgent and vice versa to keep data in sync.
GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
contactId, appointmentId, noteId
Trigger: when tags change in one system, propagate to the other via POST /contacts/:contactId/tags.
Actions: keep tags in sync by pushing tag changes to GHL and FreeAgent.
POST /contacts/:contactId/tags
contactId, tagId
Faster setup with no custom code required, thanks to pre-built endpoints and workflows.
Automated data synchronization reduces manual entry and errors.
Scalable workflows with event-driven updates that grow with your business.
Overview of elements: contacts, tasks, notes, appointments, and tags; processes include authentication, endpoint calls, data synchronization, and error handling.
Application Programming Interface: a set of rules that lets apps talk to each other and exchange data.
OAuth 2.0 is an authorization framework that enables secure access tokens for API calls.
An individual or organization stored in the Contacts API with associated data like name, email, and phone.
A URL endpoint that receives real-time data from GHL or FreeAgent when events occur.
Set up a workflow that creates a default task in GHL for each new FreeAgent contact to ensure onboarding tasks are tracked.
Automatically apply tags in GHL when a FreeAgent contact moves through a sales stage to reflect status at a glance.
Build a dashboard showing endpoint health, usage, and recent sync events for quick troubleshooting.
Create a GHL developer app and obtain client credentials for OAuth.
Add the needed scopes (e.g., contacts.readonly) and define endpoint mappings for your workflow.
Test connections with sample data and monitor logs before going live.
The Contacts API lets you read contact data, tasks, notes, and appointments. You can also create and update records via endpoints like POST /contacts and PUT /contacts/:contactId. Use GET to pull data for syncing with FreeAgent. Always respect scope limits and user permissions.
While no-code connectors can handle basic syncs, more advanced workflows may require light scripting or a workflow automation tool. This page demonstrates concepts you can implement with or without code.
OAuth 2.0 is the recommended method for secure access. You’ll exchange client credentials for access tokens and refresh tokens. Store tokens securely and rotate them as needed.
Common endpoints for syncing include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments. Choose endpoints based on your data flow requirements.
Respect API rate limits by batching requests, caching results, and spreading calls over time. Implement exponential backoff on 429 responses.
Yes, you can delete records with DELETE /contacts/:contactId and manage updates with PUT and POST endpoints. Use caution and ensure you have backups.
API documentation and examples are available in the developer portal. Look for endpoint references, authentication guides, and sample payloads.
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