To access the Contacts API, authenticate requests with an API key or OAuth token issued by your GHL account, using the scope: contacts.readonly. Include the token in the Authorization header for every call.
In Grist, grant the app permission to access the Contacts API. Use OAuth or API key credentials with the proper scope to read contact data and related resources.
Common endpoints include: GET /contacts/:contactId (retrieve a contact), GET /contacts/:contactId/tasks (list tasks), GET /contacts/:contactId/notes (list notes), GET /contacts/ (list contacts), POST /contacts/ (create a contact), PUT /contacts/:contactId (update), DELETE /contacts/:contactId (delete). Additional endpoints cover tasks, notes, appointments, and business-related queries, as well as actions like POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId.
Trigger: When a contact is updated in Grist (or the Contacts API), push the change to the other system to keep data consistent in real time.
Actions: update contact via PUT /contacts/:contactId, or create via POST /contacts/ and reflect changes across Grist.
Example method path: PUT /contacts/:contactId updates a contact record.
Key fields: contactId, name, email.
Trigger: Creation or update of tasks or notes for a contact.
Actions: pull tasks and notes with GET endpoints and attach to the corresponding contact in Grist; create tasks with POST /contacts/:contactId/tasks.
Example: POST /contacts/:contactId/tasks to create a task.
Key fields: contactId, taskId, noteId.
Trigger: Changes at the business level affect associated contacts.
Actions: query by business with GET /contacts/business/:businessId and filter results in Grist; use GET /contacts/ to enumerate all contacts.
Example: GET /contacts/business/:businessId
Key fields: businessId, contactId.
Centralized data: bring Contacts data directly into Grist for a single source of truth.
Automation: craft workflows that run automatically without writing code.
Scalability: handle large contact datasets with API-backed data access in Grist.
Glossary of terms used in the integration: API Endpoint, Trigger, Action, Method, and Key Fields, plus how they connect Grist with the Contacts API.
A specific URL and HTTP method used to perform an operation on the Contacts API, such as GET /contacts/:contactId to fetch a contact.
An event that starts an automation in Grist or the API workflow, such as a contact update.
An operation executed in response to a Trigger, such as creating or updating a contact.
HTTP verbs like GET, POST, PUT, DELETE used to interact with the API.
Pull contact history, tasks, and notes into Grist to create a unified customer timeline for support and sales.
Leverage tags from the Contacts API to segment contacts in Grist for targeted campaigns and reporting.
Trigger updates in the Contacts API when records change in Grist to keep data synchronized across platforms.
Obtain an API key or OAuth token and grant Grist access to the Contacts API with the appropriate scope.
Set up endpoint calls (GET, POST, PUT, DELETE) for contacts, tasks, notes, and appointments in your Grist automations.
Run tests for triggers and actions, then deploy your integration in production.
Authentication is done via API keys or OAuth tokens issued by GHL with the required scope. Ensure the token is included in the Authorization header for each request. If you use OAuth, refresh tokens as needed and handle token expiration gracefully. The app should securely store credentials.
Rate limits depend on your GHL plan and the Contacts API. Plan for burst usage and implement retry logic with exponential backoff. Monitor usage in your dashboard to avoid hitting limits.
Map each contact field in Grist to the corresponding field in the Contacts API (e.g., name, email, phone). Use data transformation steps to resolve formats and ensure data consistency across systems.
Yes. Use endpoints for tasks, notes, and appointments to create and retrieve related records. Align IDs between Grist and the API to maintain relationships.
GHL uses standard encryption in transit and at rest. Use HTTPS for all requests, and rotate credentials regularly. Implement access controls and audit logs for compliance.
If a request fails, review the error response, retry with backoff, and check credentials and endpoint correctness. Implement logging to diagnose issues quickly.
Common issues include missing scopes, incorrect endpoint paths, and token expiration. Verify permissions, endpoints, and refresh tokens as needed. Consult the integration documentation and logs for details.
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