Authenticate requests to the Contacts API using OAuth 2.0 or API keys as provided by your GHL account. Ensure your access token is refreshed regularly.
FunnelCockpit uses OAuth or API keys to securely access the Contacts API endpoints. Store credentials securely and rotate them periodically.
Key endpoints include: GET /contacts/:contactId (fetch a contact); GET /contacts/:contactId/tasks (retrieve a contact’s tasks); GET /contacts/:contactId/tasks/:taskId (fetch a specific task); GET /contacts/:contactId/notes (retrieve notes); GET /contacts/:contactId/notes/:id (fetch a note); GET /contacts/:contactId/appointments (list appointments); GET /contacts/ (list contacts); GET /contacts/business/:businessId (list contacts by business); POST /contacts/ (create a contact); PUT /contacts/:contactId (update a contact); DELETE /contacts/:contactId (delete a contact); POST /contacts/:contactId/tasks (create a task); PUT /contacts/:contactId/tasks/:taskId (update a task); PUT /contacts/:contactId/tasks/:taskId/completed (mark a task complete); DELETE /contacts/:contactId/tasks/:taskId (delete a task); POST /contacts/:contactId/tags (add tags to a contact).
Trigger: When a contact is created or updated in Contacts API, FunnelCockpit can pull the contactId and start a workflow.
Actions: create or update notes, tasks, and tags; enqueue reminders; update CRM fields.
Method/Path: GET /contacts/:contactId to fetch details; PUT /contacts/:contactId to update.
Key fields: contactId, email, phone, businessId, tags.
Trigger: daily pull to sync all contacts for your FunnelCockpit campaigns.
Actions: fetch list of contacts (GET /contacts/), update tasks, associate notes.
Method/Path: GET /contacts/ and GET /contacts/:contactId
Key fields: contactId, businessId, updatedAt
Trigger: a new task is created or a task is completed in Contacts API
Actions: create tasks in Contacts API via POST /contacts/:contactId/tasks; mark completed with PUT /contacts/:contactId/tasks/:taskId/completed
Method/Path: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Automate workflows without writing a line of code
Keep contact data synchronized across apps in real time
Accelerate go-to-market with ready-to-use triggers and actions
Understand how endpoints, triggers, actions, and data fields map between Contacts API and FunnelCockpit.
A person stored in the Contacts API with identifying fields such as contactId, email, and phone.
A URL path in the API that performs a specific action, such as retrieving a contact or updating a task.
The method used to verify requests (OAuth 2.0 or API keys) to secure access to the API.
A sequence of automated steps triggered by an event in either system.
Automatically generate onboarding tasks in Contacts API when a new contact enters FunnelCockpit workflows.
Mirror important notes from Contacts API into FunnelCockpit activity feed for context.
Automatically tag contacts in FunnelCockpit based on engagement.
In FunnelCockpit, enter OAuth or API key details for the Contacts API and test the connection.
Choose the endpoints you will use (e.g., GET /contacts/:contactId, POST /contacts/), and map fields to FunnelCockpit fields.
Run a test workflow to confirm data flows from Contacts API to FunnelCockpit without errors.
We support OAuth 2.0 or API key based authentication for secure access to the Contacts API. Choose the method that best fits your setup and refresh credentials regularly. After authorization, you can test endpoints within FunnelCockpit to ensure connectivity.
Supported endpoints include retrieving contacts, tasks, notes, and appointments, as well as creating and updating tasks and contacts. You can enable or disable endpoints as needed and map fields to your FunnelCockpit schema. For large teams, bulk endpoints are available for efficient syncing.
No extensive coding is required. The integration is designed for no-code and low-code use through FunnelCockpit’s interface, with pre-built actions and triggers. Advanced users can extend functionality via API calls if needed.
Field mapping is performed in the connector settings. Choose the source field from Contacts and the destination field in FunnelCockpit, and save mappings. Use sample data to verify accuracy.
If the connection drops, reauthorize and re-test the endpoints. FunnelCockpit will retry failed actions, and you can review logs to diagnose network or permission issues.
Yes. You can configure triggers to fire on events like contact creation or task completion and automatically create or update records in FunnelCockpit or Contacts API.
Logs and errors are shown in the integration dashboard with details like timestamp, endpoint, and status. You can export logs for audits or debugging.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
