Use secure OAuth tokens with the scope set to contacts.readonly (and other needed scopes as required). Store tokens securely, rotate credentials regularly, and handle token refresh to maintain uninterrupted access.
1) Create or configure the GoProposal app in your GHL developer Console. 2) Set the redirect URI and request the necessary scopes (starting with contacts.readonly). 3) Run a test connection to verify the flow and store tokens securely.
Commonly used endpoints 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, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/notes.
Trigger: When a new contact is created in GoProposal, fetch core data from the Contacts API to create or update the contact record.
Actions: GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, attach tasks or notes as needed.
Method examples: GET /contacts/:contactId to read, POST /contacts/ to create, PUT /contacts/:contactId to update.
Key fields: contactId, firstName, lastName, email, phone, businessId.
Trigger: Task updates in GoProposal should reflect in the Contacts API to keep task state in sync.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, GET /contacts/:contactId/tasks.
Method examples: GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId.
Key fields: contactId, taskId, status, dueDate, completed.
Trigger: Updates to notes or appointments in either system should push to the other to maintain a single source of truth.
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, GET /contacts/:contactId/appointments, GET /contacts/:contactId/appointments.
Method examples: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, GET /contacts/:contactId/appointments.
Key fields: contactId, id (noteId or appointmentId), subject, date, time.
Rapid onboarding with zero or minimal code changes, enabling teams to automate workflows quickly.
Automate repetitive data tasks (syncing contacts, tasks, notes) to reduce manual entry.
Maintain data consistency across apps with event-driven updates and reliable retries.
Definitions and processes to help you navigate the integration, including core objects (contacts, tasks, notes, appointments) and common workflows.
A person entry in the Contacts API representing a client, lead, or contact of interest.
A to-do item associated with a contact, used to track actions or follow-ups.
Free-form notes attached to a contact for context, history, or meeting summaries.
Scheduled meetings or calls tied to a contact or business context.
When a proposal is created in GoProposal, automatically create or update the corresponding contact in the Contacts API to keep data synchronized.
As tasks evolve in the Contacts API, reflect status changes in GoProposal to keep teams aligned on progress.
Aggregate notes from both systems to provide a single-source view of contact history and communications.
We use OAuth 2.0 tokens to securely access the Contacts API. Start with the contacts.readonly scope and expand as your integration requirements grow. Store tokens securely and implement refresh handling to maintain access without interruption.
Core endpoints include GET /contacts/:contactId to read a contact, GET /contacts/:contactId/tasks to fetch related tasks, GET /contacts/:contactId/notes for notes, and GET /contacts/:contactId/appointments for calendar items. Create (POST /contacts/), update (PUT /contacts/:contactId), and delete (DELETE /contacts/:contactId) operations as needed.
Yes. With appropriate scopes, you can create and update contacts, tasks, and notes via POST, PUT, and DELETE endpoints. Ensure proper validation and error handling to maintain data integrity across systems.
Monitor HTTP status codes, parse error messages, and implement exponential backoff for retries. Maintain a clear error log to diagnose integration issues quickly.
Yes. Rate limits vary by plan. Design your automations to batch requests where possible and retry with backoff to avoid hitting limits.
Use a development or sandbox environment to simulate real scenarios. Test authentication, endpoint responses, and end-to-end workflows to ensure reliability.
The endpoint list above outlines the core calls. For deeper details, refer to your GHL API docs and the GoProposal integration guide within your app developer portal.
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Complete Operations Catalog - 126 Actions & Triggers
