Use your GHL API credentials to establish a secure link between GHL and GoVisually. Ensure the scope is set correctly (contacts.readonly) and that your app is authorized to access contact data for syncing.
Grant GoVisually the necessary permissions in GHL to read and update contacts data. Complete the OAuth flow and select the required data scopes to enable seamless interoperability.
– 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 – contacts.write – 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 new contact is created or updated in GHL
Actions: Create or update a GoVisually project or task based on contact data
GET /contacts/:contactId
contactId, name, email, status
Trigger: Changes to a contact’s tasks in GHL
Actions: Update corresponding GoVisually tasks; reflect completion status
GET /contacts/:contactId/tasks
contactId, taskId, title, dueDate
Trigger: Notes or approvals added to a contact in GHL
Actions: Create or update GoVisually notes and proofs linked to a project
GET /contacts/:contactId/notes
contactId, noteId, content
Automate routine workflows without writing code, saving time and reducing errors.
Keep contact data in sync across GHL and GoVisually for accurate approvals and faster feedback cycles.
Leverage visual collaboration to speed up client reviews and project sign-offs.
A quick glossary of terms and processes used in the GHL-GoVisually integration.
A person or organization represented in GHL and GoVisually, whose data is synced between systems.
A specific URL and method exposed by the GHL API to retrieve or modify data.
Event-based notifications sent from GHL to GoVis visually to trigger actions.
The open standard used to authorize GoVisually to access GHL data securely.
Automatically create a GoVisually project when a new contact is added in GHL to kick off the design review process without manual setup.
Mirror GHL task changes in GoVisually so teams stay aligned on progress and deadlines.
Automatically attach relevant notes and approvals from GHL to GoVisually proofs for faster client feedback.
In GHL, authorize the GoVisually app to access contacts and related data with the minimum required scopes.
Select the endpoints you will use (e.g., /contacts, /contacts/:contactId/tasks) and define when data should sync.
Run test syncs and monitor logs to ensure data maps correctly between GHL and GoVisually.
No-code setup is sufficient for most integrations thanks to prebuilt actions and triggers. If you need extra control, you can layer on filters or webhook-driven flows for advanced routing. Keep initial configurations simple and iterate as needed.
For basic syncing, focus on endpoints like GET /contacts/:contactId and POST /contacts/ to create or fetch core contact data. OAuth-based authentication should be used to securely authorize access. As you scale, add additional endpoints such as /contacts/:contactId/tasks to extend sync depth.
Use OAuth tokens and rotate them regularly; never embed secrets in client-side code. Store credentials securely in your backend or an integration platform. GHL provides a secure OAuth flow to obtain access tokens for the GoVisually app.
Yes. Map custom fields using the endpoint payloads and field mappings in your integration settings. This allows GoVisually to reflect data like custom statuses, tags, or priority as part of the proofs and projects.
If a contact is deleted in GHL, you can choose to archive or remove related GoVisually items depending on your workflow. You can automate cleanup actions or preserve history via archived records linked to the contact ID.
GHL API may impose rate limits. Plan for batching and throttling, and design your flows to queue requests. Use retry policies and exponential backoff to handle transient limits gracefully.
View sync logs and errors in the integration dashboard or your backend logs. Enable verbose logging during setup and monitor for failed mappings, authentication issues, or missing field migrations.
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Complete Operations Catalog - 126 Actions & Triggers
