To authorize Gleantap to call the Contacts API, obtain an OAuth 2.0 access token scoped to contacts.readonly. Use standard OAuth flows and securely store tokens and refresh when needed.
Gleantap authenticates to the Contacts API using OAuth 2.0. After consent, Gleantap receives access tokens scoped to read-only contact data (contacts.readonly). Rotate tokens regularly and apply least privilege.
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
Trigger: When Gleantap needs a quick view of a contact’s history, pull the contact, their tasks, and notes via GET endpoints.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes to render a complete snapshot.
Example path: GET /contacts/:contactId
Key fields: id, name, email, phone, lastActivity, status
Trigger: New or updated Gleantap contact data pushes to the Contacts API.
Actions: POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId
Example: POST /contacts/
Key fields: id, name, email, phone, businessId
Trigger: When a task is created in Gleantap, create a corresponding task in Contacts API.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, DELETE /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes
Example: POST /contacts/:contactId/tasks
Key fields: taskId, contactId, title, status, dueDate
Faster data access: read-only or full data can be pulled into Gleantap instantly.
Unified views: combine contacts, tasks, and notes into a single workspace for teamwork.
Automations: trigger actions and workflows without writing code.
Definitions of core terms and processes used in the Gleantap and Contacts API integration.
A specific URL path that allows a client to access a resource via the API, for example GET /contacts/:contactId.
A standard authorization framework that enables secure access to APIs without sharing user credentials.
Permissions granted to an app to access specific API resources, such as readonly.
A URL on your system that the API calls to notify of events like changes to a contact or tasks.
Automatically create or sync new contacts from Gleantap to Contacts API during onboarding flows.
Tie contact tasks to marketing campaigns using API-driven triggers and Gleantap workflows.
Attach notes from Contacts API to contact profiles in Gleantap for better context.
Create an OAuth app in GHL, capture client ID and secret, and note the necessary scopes (e.g., contacts.readonly).
Set up the authorization flow (authorization code or client credentials) and obtain an access token.
Test endpoints with sample data and monitor data sync, then roll out to production.
Public endpoints are listed in the Endpoint List section of this guide. They provide access to contacts, tasks, notes, appointments, and related data where supported. Use the appropriate HTTP method for each operation and include your OAuth access token in the request header. Always operate within the scope granted to your app (readonly for viewing, write for creating and updating).
The required scope to read contacts and related data is typically contacts.readonly. If you need to create, update, or delete data, additional scopes such as contacts.write may be required. Always request the least privilege necessary for your use case and handle tokens securely.
OAuth 2.0 authentication involves registering an app in the GHL developer portal, obtaining a client ID and secret, and performing the authorization flow to receive an access token. Implement token refresh logic and securely store credentials. Ensure the token includes the necessary scopes for your operations.
Yes. You can create, update, and delete contacts using POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId. You can also manage related tasks with endpoints like POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId. Notes and other resources can be read or written per the granted scopes.
Rate limits vary by plan and endpoint. Expect per-minute or per-hour quotas. To stay reliable, implement exponential backoff and retry logic, and paginate large result sets when possible.
Yes, webhooks are supported to notify your system of events like contact or task changes. Configure a publicly accessible webhook URL in GHL and handle incoming payloads securely.
Example requests and payloads are available in the API documentation and this page’s Endpoint List. You can also use the API playground or sandbox environment to experiment with endpoints before going live.
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