Use the GHL OAuth flow to authorize access to the Contacts API and apply the appropriate scope (contacts.readonly for read access). Ensure your app can read contact data and related resources.
On the GoFormz side, configure a connection that uses GHL OAuth credentials to authorize API requests to the Contacts API. Use the provided client ID and client secret from GHL and set the correct redirect/callback URL.
Endpoints covered include: 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. Note: read-only scope is contacts.readonly; write operations require appropriate write scopes such as contacts.write.
Trigger: New or updated contact in GoFormz
Actions: Create or update a contact in GHL using POST /contacts/ or PUT /contacts/:contactId. Map fields such as email, full name, and phone.
Method: POST /contacts/ or PUT /contacts/:contactId
Key fields: email (unique), fullName, phone
Trigger: New or updated task in GoFormz for a contact
Actions: Create or update tasks in GHL with POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Method Path: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskTitle, dueDate, status
Trigger: New notes or tags added in GoFormz
Actions: Push notes via POST /contacts/:contactId/notes and apply tags via POST /contacts/:contactId/tags in GHL
Method Paths: POST /contacts/:contactId/notes; POST /contacts/:contactId/tags
Key fields: contactId, noteContent, tagList
Instant data synchronization without custom development
Automated task creation and follow-ups based on GoFormz data
Unified view of contacts, tasks, notes in GHL for your team
Quick definitions of the terms and processes used when connecting GoFormz to the GHL Contacts API to help you stay aligned
Application Programming Interface — a set of endpoints that lets GoFormz talk to GHL to read and write contact data.
Authorization framework used to grant GoFormz access to GHL resources without sharing passwords.
A real-time notification method that triggers actions in GHL when data changes in GoFormz.
Create, Read, Update, Delete — the four basic operations your integration may perform on contacts and related records.
Automatically pull additional fields from GoFormz and push to GHL to enrich contact records without manual entry.
Create follow-up tasks in GHL when a GoFormz form submission indicates action is needed.
Automatically tag and annotate contacts in GHL based on GoFormz fields to route to the right team.
In GHL, create an API client for your GoFormz integration and note the client ID and client secret.
Define how GoFormz fields align with GHL contact fields and which endpoints you will call.
Use the sandbox or test environment to verify data sync and update flows.
The integration uses the contacts.readonly scope to fetch contact data. For write operations, you would need a higher privilege scope. Ensure tokens are stored securely and rotated regularly.
Yes. You can read contact details from GHL and GoFormz data can create or update GHL contacts. Write permissions are required for modifications.
Key endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, and POST /contacts/:contactId/tasks.
Use OAuth 2.0 where possible and store tokens securely. Use rate limits and monitor for unusual activity.
No code is required if you use an integration platform like Zapier or Integromat to map fields and trigger actions.
Test in a sandbox environment, verify token validity, and run end-to-end scenarios covering create, update, and delete flows.
API keys and OAuth credentials are created in the respective developer portals for GHL and GoFormz. Copy and securely store them.
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Complete Operations Catalog - 126 Actions & Triggers
