Authenticate requests using your API key with scope permissions for contacts.readonly to securely access contact data.
Greetly uses a secure API key to authorize calls to the Contacts API, enforcing the configured scopes for safe access.
1) GET /contacts/:contactId 2) GET /contacts/:contactId/tasks 3) GET /contacts/:contactId/tasks/:taskId 4) GET /contacts/:contactId/notes 5) GET /contacts/:contactId/notes/:id 6) GET /contacts/:contactId/appointments 7) GET /contacts/ 8) GET /contacts/business/:businessId 9) contacts.write 10) POST /contacts/ 11) PUT /contacts/:contactId 12) DELETE /contacts/:contactId 13) POST /contacts/:contactId/tasks 14) PUT /contacts/:contactId/tasks/:taskId 15) PUT /contacts/:contactId/tasks/:taskId/completed 16) DELETE /contacts/:contactId/tasks/:taskId 17) POST /contacts/:contactId/tags
Trigger: when a new contact is created in Greetly, pull its data from the Contacts API to seed tasks and notes.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: when a task is updated or a new task is created in Greetly, reflect changes in the Contacts API.
Actions: PUT /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
PUT /contacts/:contactId
Key fields: contactId, taskId, status
Trigger: when notes or appointments are created or updated in Greetly, synchronize with the Contacts API.
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
GET /contacts/:contactId/notes
Key fields: contactId, noteId, appointmentId
Automate data flows without writing code, using pre-built actions and triggers.
Centralize contact data and tasks in one platform for easier management.
Speed up onboarding and workflows with event-driven automation.
This section defines endpoints, triggers, actions, and data fields, and explains how to map real-world events to API calls in a flow.
A person in your CRM with identifiable details such as name, email, and phone.
A URL path and HTTP method that performs a specific action on the API.
An assigned activity linked to a contact, like a follow-up task.
A freeform text entry attached to a contact for context or history.
When Greetly creates a new contact, automatically generate a starter task in the Contacts API to ensure onboarding steps are tracked.
Push notes from Greetly notes to the contact’s notes in the API to keep history in one place.
Trigger reminders in Greetly based on appointment data from the Contacts API.
Obtain your API key and set the scope to include contacts.readonly for safe access.
Map use cases to endpoints like GET /contacts/:contactId and POST /contacts/.
Test in a sandbox, verify data flows, then deploy to production.
To authenticate, include your API key in the request header and use the scope that matches your needs (contacts.readonly for read access). Ensure your key remains secure and rotate regularly. If you encounter 401 errors, verify the key and scope.
The essential endpoints for syncing are GET /contacts/:contactId and GET /contacts/:contactId/tasks. Use POST, PUT, and DELETE as needed to manage data while respecting your authorization scope.
Yes, you can create and delete contacts via POST and DELETE endpoints, subject to permissions. Always perform destructive actions with caution and in a test environment first.
Use a sandbox environment to validate data flows, monitor API responses, and log any errors. Use mock data to prevent unintended changes.
The Contacts API exposes fields like contactId, name, email, phone, notes, tasks, and appointments. You can combine fields to build rich workflows.
Webhooks are supported to notify your app about changes. Configure endpoints to receive events when contacts or tasks change.
API keys and scopes are managed in your developer portal. Create a key with the precise scope you need, and keep it secret.
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Complete Operations Catalog - 126 Actions & Triggers
