To access the Contacts API, obtain a GHL API key with the appropriate scope (contacts.readonly). Use secure storage for keys and rotate credentials regularly to maintain security.
Authenticate the GoTo Connect app using OAuth tokens that grant access to contact data. Ensure the token includes permissions for reading contacts, tasks, notes, and related resources.
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — List tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Get a specific task; GET /contacts/:contactId/notes — List notes; GET /contacts/:contactId/notes/:id — Note details; GET /contacts/:contactId/appointments — Retrieve appointments; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — List contacts by business; POST /contacts/ — Create a contact; PUT /contacts/:contactId — Update a contact; DELETE /contacts/:contactId — Delete a contact; POST /contacts/:contactId/tasks — Create a task; PUT /contacts/:contactId/tasks/:taskId — Update a task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Attach tags to a contact
Trigger: A new contact is created or an existing contact is updated in GoTo Connect.
Actions: Use GET /contacts/:contactId to fetch core data, GET /contacts/:contactId/tasks to retrieve tasks, and GET /contacts/:contactId/notes to pull notes for syncing into GHL.
Method Path: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId, businessId
Trigger: A new contact is added in GoTo Connect.
Actions: POST /contacts/ to create the contact in the Contacts API, then optionally create initial tasks via POST /contacts/:contactId/tasks.
Method Path: POST /contacts/, POST /contacts/:contactId/tasks
Key fields: name, email, phone, company
Trigger: A task is updated or completed in GoTo Connect.
Actions: Update the corresponding task in the Contacts API with PUT /contacts/:contactId/tasks/:taskId/completed or PUT /contacts/:contactId/tasks/:taskId.
Method Path: PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, status
Faster time to value with no heavy development required—build workflows that sync contacts, tasks, and notes between GoTo Connect and the Contacts API quickly.
Lower maintenance costs due to declarative configurations and reusable endpoints, reducing the need for custom scripts.
Consistent data across platforms enables reliable automation, reporting, and improved user experience for teams.
Key data elements include contacts, tasks, notes, and appointments. Core processes cover authentication, endpoint calls, data mapping, and error handling to ensure reliable integration.
A set of endpoints and methods that allow GoTo Connect and the Contacts API to communicate and exchange data programmatically.
The process of granting access to specific resources via tokens or keys with defined scopes.
A specific URL path that performs an action or retrieves data from an API.
The permissions granted to an API token, such as read or write access to contacts, tasks, or notes.
Automatically create a new contact in the Contacts API when a new GoTo Connect contact is added, and assign initial tasks and notes to bootstrap workflows.
Trigger follow-up tasks in the Contacts API based on events in GoTo Connect to keep teams aligned and reduce manual updates.
Aggregate contact and task data from both systems into a single dashboard for better visibility and faster decision-making.
Obtain a GHL API key with the appropriate scope and configure OAuth credentials for GoTo Connect.
Map contact fields, tasks, notes, and business data between the two systems to ensure data consistency.
Use the listed endpoints to fetch and push data, then validate with test records and monitor for errors.
The GHL API key should be issued with the scope of contacts.readonly to securely access contact data. Regularly review token permissions and rotate keys to maintain security. If you need to modify data, request write access or use separate tokens with narrower scopes to minimize risk.
Yes. You can configure a read-only integration that pulls data from the Contacts API into GoTo Connect workflows. This is suitable for reporting or triggering actions without modifying data in either system. For write operations, use dedicated keys with the least privilege needed.
Core endpoints include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks to retrieve tasks, and GET /contacts/:contactId/notes to pull notes. For a minimal sync, start with these and expand to POST, PUT, and DELETE as your use case requires.
Implement retry logic with exponential backoff and log failures for review. Use idempotent requests where possible (e.g., POST with unique identifiers) and consider webhooks or polling to keep data fresh. Monitor error responses and alert on critical failures.
Yes. The integration can be built with no-code tools using endpoints and workflow builders. Leverage pre-built actions for GET, POST, PUT, and DELETE to orchestrate data flows between GoTo Connect and the Contacts API without custom code.
Map fields by creating a data dictionary that aligns source fields (name, email, phone, task status) to target fields in GoTo Connect. Use transformation rules to handle formatting differences and validation rules to ensure data integrity.
Endpoint lists are updated in the official developer documentation. You can also find sample payloads and usage examples in the API reference section of your GHL account and the GoTo Connect integration docs.
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