Access to Contacts API requires OAuth 2.0 credentials with the scope set to contacts.readonly. Retrieve your client ID, client secret, and refresh tokens from your GHL developer portal, then attach the Bearer token to every request.
Gist uses token-based authentication. After you authorize, include the access token in the Authorization header for all Contacts API calls. Store tokens securely and rotate them as needed.
Common endpoints for the Contacts API 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. Additional endpoints exist for notes, tags, and appointments as listed in your API documentation.
Opening a contact in Gist triggers a lookup via GET /contacts/:contactId
Fetch related tasks with GET /contacts/:contactId/tasks and notes with GET /contacts/:contactId/notes
GET /contacts/:contactId
contactId
User creates a contact in Gist, triggering POST /contacts/
Create contact via POST /contacts/ and add tasks with POST /contacts/:contactId/tasks
POST /contacts/
contact details, assignedTasks
User marks a task as completed in Gist, triggering PUT /contacts/:contactId/tasks/:taskId/completed
Update the task via PUT /contacts/:contactId/tasks/:taskId and reflect status in Gist
PUT /contacts/:contactId/tasks/:taskId
contactId, taskId, completed
No coding required to start syncing contacts, tasks, and notes between Gist and Contacts API using prebuilt connectors and templates.
Faster time-to-value with point-and-click automation, drag-and-drop mappings, and ready-to-use workflows.
Consistent data across apps with centralized error handling and retries, reducing manual data cleaning.
This glossary explains common terms used in the integration between Gist and the Contacts API, including endpoints, authentication, requests, responses, and data mapping.
A specific URL pattern in an API that triggers a defined operation, such as GET /contacts/:contactId.
The process of proving identity and obtaining access tokens to call the API securely.
OAuth 2.0 is the authorization framework used to obtain access tokens for API calls.
JavaScript Object Notation, a lightweight data format used for request and response payloads.
When a new contact is added in Gist, automatically create a contact in Contacts API and attach an initial set of tasks and notes.
When contact data changes in Gist, update corresponding tasks and appointments in Contacts API to keep records aligned.
Import multiple contacts from a CSV into Contacts API and enrich with notes and tags automatically.
Create credentials in the GHL developer portal and authorize Gist to access Contacts API with scope contacts.readonly.
Set up endpoint URLs, request formats, and field mappings between Gist and Contacts API.
Run tests, verify data flows, and enable automation in production.
We support OAuth 2.0 token-based authentication. Use your client credentials to obtain an access token and attach it as Authorization: Bearer
To read a contact and related data, you typically call GET /contacts/:contactId and then fetch tasks, notes, and appointments using the corresponding endpoints. The exact endpoints you call depend on your use case, but the common read path covers the contact and its associated items.
Yes. If your integration requires creating or updating data, you will need the appropriate write scope (e.g., contacts.write) and valid credentials. Ensure you validate inputs and handle errors gracefully to maintain data integrity.
You can test using sandbox credentials or a staging environment. Use test data and simulate user flows to verify authentication, endpoint calls, and data mapping before going live.
Map fields by aligning your Gist fields with the Contacts API payloads. Use a mapping layer or middleware to translate field names and formats, and test with sample records to ensure data consistency.
Rate limits vary by plan. Monitor API usage, implement exponential backoff, and batch requests when possible to minimize throttling.
Credentials are obtained from the GHL developer portal. Create an app, note the client ID/secret and any required keys, and securely store them in your integration environment.
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