How to connect Geckoboard to the Contacts API

Sync your Contacts data from the Contacts API to Geckoboard in minutes

Connecting Geckoboard with the Contacts API

This guide shows you how to connect Geckoboard to the Contacts API so you can visualize contact records, tasks, notes, and appointments in dashboards. Use the no‑code Geckoboard connector to pull data from the Contacts API and map key fields to widgets you rely on for your teams.

Authenticate the Contacts API

Use your API key with the Contacts API and ensure the scope is set to read‑only (contacts.readonly) to access data securely from Geckoboard.

Geckoboard authentication setup

In Geckoboard, add the Contacts API connector and paste your API key in the credentials section. Treat these credentials like a password and keep them secure.

Key endpoints you may use

Endpoints used by this integration 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

Top 3 connection patterns for Geckoboard and Contacts API

1) Retrieve a single contact by ID

Trigger: Dashboard requests a specific contact by ID to display their profile.

Actions: Return contact fields such as name, email, phone, and company to Geckoboard widgets.

GET /contacts/:contactId

contactId, firstName, lastName, email, phone, company

Top 3 connection patterns for Geckoboard and Contacts API

2) List a contact's tasks

Trigger: When a user selects a contact to view tasks.

Actions: Return taskCount, task details, and status.

GET /contacts/:contactId/tasks

contactId, taskId, title, status, dueDate, completed

Top 3 connection patterns for Geckoboard and Contacts API

3) Retrieve a contact's notes

Actions: Return recent notes and note counts for display.

GET /contacts/:contactId/notes

contactId, noteId, note, date

No-code benefits of connecting Geckoboard with the Contacts API

Build live dashboards without writing code. The Geckoboard connector handles requests and field mapping visually.

Get started quickly with prebuilt endpoints and widgets that you can customize to your needs.

Scale your dashboards as your data grows by adding new endpoints and fields with minimal effort.

Key terms and glossary

Key terms to help you understand how the Geckoboard connector uses the GHL Contacts API.

API

Application Programming Interface – a defined set of endpoints and rules that lets apps talk to each other.

Endpoint

A specific URL path exposed by an API to fetch or modify data.

Authentication

The process of proving identity to access API resources, typically via API keys or OAuth tokens.

Webhook

A callback URL that Geckoboard can ping to trigger actions or data pushes.

People also Search for:

Creative ideas for Geckoboard + Contacts API

Idea 1: Sales dashboard for contact activity

Visualize new contacts, open tasks, and recent notes in a single overview widget to monitor engagement.

Idea 2: Support interactions by contact

Aggregate notes and completed tasks to show context per contact and improve response times.

Idea 3: Account health by business

Combine business‑level endpoints to surface health trends and activity across accounts.

3 steps to connect Geckoboard with Contacts API

Step 1: Gather your API credentials

Obtain your Contacts API key and confirm the read‑only scope to protect sensitive data.

Step 2: Authorize and configure the connector

Enter the API key in Geckoboard’s connector settings, then map fields to your widgets.

Step 3: Build and deploy dashboards

Create widgets for contacts, tasks, notes and publish your live dashboard.

Frequently asked questions about Geckoboard + Contacts API

Do I need coding to set up the Geckoboard connector?

No‑code setup is possible with the Geckoboard connector. Configure endpoints and widget mappings in the Geckoboard UI without writing code. You can reuse saved configurations to deploy dashboards quickly. The API key is used in request headers and should be kept secret.

Endpoints available include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, 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. You can select the endpoints that match your dashboard needs.

API keys authorize requests to the GHL Contacts API. Use a key with the least privilege necessary (read‑only when possible). Store keys securely, rotate regularly, and monitor usage. If your key is compromised, rotate immediately and update your Geckoboard connector.

Yes. Geckoboard supports filters via query parameters or widget settings. You can limit results by date ranges, contact fields, or task status. This helps you tailor visualizations without pulling extra data.

Refresh frequency depends on your Geckoboard plan and widget settings. Typical dashboards refresh every 5 to 15 minutes, with real‑time options via webhooks where available.

You can add more endpoints or data streams by updating your widget configuration and re‑authenticating if needed. The connector is designed to scale as your data needs grow.

If you run into issues, check that your API key and scope are correct, ensure the endpoint permissions match your data needs, and review Geckoboard widget mappings. Our troubleshooting guide and support team can help diagnose common errors.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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