Use a secure method such as OAuth 2.0 or API keys to obtain an access token that allows requests to the Contacts API endpoints. Store credentials securely and rotate them regularly.
Configure a connected app in GetAccept and grant it scoped access to Contacts API resources. This authorization lets GetAccept retrieve and update contact records, tasks, notes, and more on your behalf.
GET /contacts/:contactId — Retrieve a single contact GET /contacts/:contactId/tasks — Retrieve tasks for a contact GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task GET /contacts/:contactId/notes — Retrieve notes for a contact GET /contacts/:contactId/notes/:id — Retrieve a specific note GET /contacts/:contactId/appointments — Retrieve appointments for a contact GET /contacts/ — List contacts GET /contacts/business/:businessId — List contacts by business
Trigger: When a contact is opened or updated in GetAccept, fetch the contact and its related tasks to provide context for documents.
Actions: Call GET /contacts/:contactId and GET /contacts/:contactId/tasks, and optionally GET /contacts/:contactId/tasks/:taskId to pull task details.
GET /contacts/{contactId}, GET /contacts/{contactId}/tasks
contactId, taskId
Trigger: Prepare a document by fetching related notes and upcoming appointments for the contact.
Actions: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments.
GET /contacts/{contactId}/notes, GET /contacts/{contactId}/appointments
contactId, noteId, appointmentId
Trigger: When a new lead is captured in GetAccept, create or update the corresponding contact in the Contacts API.
POST /contacts/, PUT /contacts/{contactId}
contactId, externalId, businessId
Automate data flow between Contacts API and GetAccept without writing code.
Speed up contract delivery by preloading context like notes and tasks.
Maintain data consistency across apps with simple triggers and actions.
Learn about the main elements: endpoints, authentication, data objects, and flow processes that power the integration.
A defined URL path and HTTP method used to access or manipulate data in an API.
A short-lived token used to authorize API requests via OAuth 2.0.
A token used to authenticate requests to the API, typically issued by the provider.
A specific URL path for accessing a resource in an API.
Automatically pull new contacts from the Contacts API into GetAccept to kick off contracts.
When tasks change in the Contacts API, update the related GetAccept documents to keep status in sync.
Bring notes from the Contacts API into GetAccept so reviewers have full context.
Create or copy your API credentials for the Contacts API and set up a connected app in GetAccept.
Map and authorize the endpoints you will use, and configure authentication (OAuth or API keys).
Run tests to verify data flows, then deploy to production and monitor.
GetAccept can connect to the Contacts API to pull data into templates and documents. This integration enables seamless access to contact context for faster approvals. With the API, you can automate retrieval of contact basics, tasks, notes, and upcoming appointments. No code required to set up common workflows—use the built-in connectors to map fields and triggers between GetAccept and the Contacts API.
Yes, you typically need a developer or admin setup to configure a connected app and API credentials. Depending on your plan, this feature may be available, or require an add-on. Once configured, GetAccept can manage the authorization flow and token management.
Supported endpoints include retrieving contacts, tasks, notes, appointments, and basic CRUD operations for contacts. You can mix and match endpoints to fit your workflow.
Yes. You can create new contacts with POST /contacts/ and update existing ones with PUT /contacts/:contactId. Tasks and notes can also be created or updated as needed. Be mindful of permissions and data mapping.
Authentication uses OAuth 2.0 tokens or API keys, depending on what your organization uses. Store tokens securely and refresh as needed. Follow the provider’s docs to implement the flow in GetAccept.
Rate limits vary by plan and endpoint. Plan for retries and exponential backoff. Contact support if you exceed limits. Implement cache and efficient querying to reduce calls.
You can view synced data in GetAccept dashboards and in the Contacts API response history. You can also enable webhooks to notify changes. Use the built-in activity logs to audit changes.
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Complete Operations Catalog - 126 Actions & Triggers
