Begin by obtaining your API credentials for the Contacts API. Use OAuth or an API key as supported by Gestioo to establish a secure, read-only connection for your workflows.
In Gestioo, configure the app connection, choose the Contacts API with the scope contacts.readonly, and grant permissions to read contacts, tasks, notes, and appointments.
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 contact is opened or updated in Gestioo, fetch the contact details and related tasks to keep records current.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
GET /contacts/:contactId
Key fields: contactId, taskId, noteId
Trigger: on business update, pull related contacts for reporting and analytics.
Actions: GET /contacts/business/:businessId, GET /contacts/
GET /contacts/business/:businessId
Key fields: businessId
Trigger: new contact is created in Gestioo, then automatically create a related task.
Actions: POST /contacts/, POST /contacts/:contactId/tasks
POST /contacts/; POST /contacts/:contactId/tasks
Key fields: contactId, taskId
Faster automation: set up triggers and actions without writing code.
Reliable data sync: keep Gestioo contacts in sync with the Contacts API.
Scalable workflows: reuse the same connection across multiple automations.
Define essential terms such as API endpoint, authentication, resource, and scope to help you navigate the integration.
A URL pattern that represents a resource in the GHL API, used to perform operations like GET, POST, PUT, or DELETE.
The method used to securely verify you have permission to access the API (e.g., API key or OAuth).
A data object exposed by the API, such as a contact, task, or note.
A permission boundary that defines what parts of the API you can read or write with the connected app.
Aggregate contact data from the API to trigger personalized workflows in Gestioo without writing code.
Use webhooks or polling to sync updates in real time between Gestioo and the Contacts API.
Create dashboards in Gestioo powered by endpoint data for faster decision-making.
Obtain your API key or OAuth credentials for the Contacts API and configure the Gestioo app connection.
Set the scope to contacts.readonly and review the endpoints you want to access to ensure security.
Run a test in Gestioo, verify data flows to contacts, tasks, and notes, then deploy to production.
The scope determines what data your Gestioo connection can access. For this page, the scope is contacts.readonly, enabling safe read-only access to contacts, tasks, notes, and appointments. This helps protect sensitive information while allowing automated workflows. In addition, rotate credentials regularly and follow best practices for secure integrations.
Yes, you can read contact data. Write actions are not included in the default read-only configuration. If you need write capabilities, request elevated scope or set up a separate app connection with appropriate permissions. Always assess security implications before enabling write access.
Read-only endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, GET /contacts/, GET /contacts/business/:businessId. If you need more, consider endpoint-specific scopes or additional app connections. Note that some endpoints may require additional permissions.
In Gestioo, authentication is typically handled via OAuth or API keys. Create an app, copy the client credentials or API key, and paste them into Gestioo’s connection settings. Test the connection to verify access. Store credentials securely and rotate them periodically.
No dedicated coding is required—the integrations are designed for no-code setup. Basic API concepts help, but you can configure triggers, actions, and data mapping entirely within Gestioo. For advanced needs, you can introduce custom webhooks or data transformations.
Common issues include invalid credentials, insufficient scope, incorrect endpoint paths, or network restrictions. Verify the app permissions, confirm the correct base URL and endpoint, and use a test environment to reproduce errors. Review API responses for guidance.
API rate limits depend on your plan. Monitor quotas in the Gestioo/API console, implement exponential backoff, and space out requests during peak times to avoid throttling. If you anticipate higher usage, consider tier upgrades or batching strategies.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
