Start by obtaining your GHL API credentials. In Give Lively, configure the integration to use the Contacts API with scope set to contacts.readonly (and writable endpoints as needed). Test the connection with a sample contact.
In Give Lively, enter the API key or OAuth token from GHL and authorize the app to access contacts data for your account.
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; GET /contacts/:contactId?; 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 donor record updates in Give Lively, pull updated fields into GHL
Actions: sync name, email, giving history from Give Lively into the matching contact in GHL
GET /contacts/:contactId
Key fields: contactId, email, fullName
Trigger: a new task is created in Give Lively
Actions: create or update tasks in GHL, set due dates and statuses
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, dueDate
Trigger: new notes added to a contact in Give Lively
Actions: post notes to GHL and attach to the contact timeline
POST /contacts/:contactId/notes
Key fields: contactId, noteId, content
Benefit: automate donor data synchronization without custom code
Benefit: keep tasks and notes in sync across apps for a unified donor history
Benefit: faster campaigns and follow ups with real time data
Essential elements and processes for the integration include contacts, tasks, notes, apps connections, authentication, and data mapping
A person in your donor base whose information is stored in both GHL and Give Lively
A URL path used to access a resource in the API
A secure authorization framework to grant access tokens between apps
A URL you provide for real time data events from the API
Enhance donor records in GHL with Give Lively giving history and engagement data
Automatically create follow up tasks in GHL based on Give Lively campaigns and events
Sync notes and comments to the donor timeline for complete history
Generate or copy your GHL API key and configure it in Give Lively
Set scope to contacts.readonly and enable necessary write endpoints
Run test requests to sample endpoints to verify data flow
You can read contact data, tasks, notes, and appointments via endpoints like GET /contacts/:contactId, GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes. This enables a complete donor profile view. Two paragraphs: Data is read-only if using the readonly scope; if you need to write, request writable scopes and configure credentials accordingly.
Give Lively can operate with GHL using API credentials; typically you don’t need a separate app if your integration is configured within GHL’s connected apps. However some setups require creating a dedicated app in GHL for access control and audit trails.
To test endpoints, use sample contacts in a sandbox or test account. Try GET /contacts, then GET /contacts/:contactId to verify structure. Use curl or a Postman collection to validate responses.
Yes. If you have write permissions, you can update contact fields, create tasks, and add notes from Give Lively using endpoints like PUT /contacts/:contactId, POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes.
There are rate limits defined by your GHL plan. If you hit limits, implement exponential backoff and stagger requests. Consider batching updates when possible.
Webhooks allow real time data events. You can register a webhook in GHL or Give Lively to receive events for contact updates, tasks, or notes, helping keep systems in sync.
API docs are available in your GHL developer portal and through the Give Lively integration guide. If you need help, contact support for a tailored walkthrough.
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