Establish a secure connection to the GHL API using OAuth 2.0 or API keys. Store credentials securely, rotate secrets periodically, and apply least-privilege permissions for read access to contact data.
Habitify uses a token-based exchange to authorize access to the GHL Contacts API. Ensure tokens are stored securely, refreshed before expiry, and scoped to the required read-only access for data retrieval.
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/, POST /contacts/:contactId/tasks, PUT /contacts/:contactId, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/tasks/:taskId; these endpoints enable read and write operations as needed for syncing and management.
Trigger: a contact is created or updated in Habitify
Actions: create or update the corresponding contact in GHL via POST /contacts/ and PUT /contacts/:contactId
POST /contacts/ and PUT /contacts/:contactId
contactId, firstName, lastName, email, phone, tags
Trigger: a new task is added for a contact in Habitify
Actions: create a task in GHL via POST /contacts/:contactId/tasks
POST /contacts/:contactId/tasks
contactId, taskId, title, status, dueDate
Trigger: a note or appointment is added in Habitify
Actions: create a note in GHL via POST /contacts/:contactId/notes; fetch appointments via GET /contacts/:contactId/appointments
POST /contacts/:contactId/notes and GET /contacts/:contactId/appointments
contactId, noteId, content, date; contactId, appointmentId, date, time
No-code setup: create automations using triggers and actions without writing code.
Visual data mapping and field alignment simplify integration and reduce errors.
Fast onboarding with ready-made endpoints and scopes for a quick start.
A compact glossary of commonly used terms in this integration, including endpoints, triggers, actions, and data fields for Habitify and the GHL Contacts API.
Application Programming Interface that lets apps interact with GHL data.
A specific URL path exposed by the GHL API to access data.
An event in Habitify or GHL that starts an automation.
An operation performed in response to a trigger, such as creating or updating a contact.
When a new user signs up in Habitify, automatically create a corresponding contact in GHL and initialize related workflows.
Sync notes and tasks to GHL so teams have a single source of truth.
Push Habitify appointments into GHL and trigger reminder sequences.
Set up OAuth 2.0 or API keys to grant Habitify access to the GHL Contacts API.
Align fields between Habitify and GHL for contacts, tasks, notes, and appointments.
Create triggers and actions to automate sync.
No coding is required. The integration leverages standard REST endpoints and built-in automations to connect Habitify with the GHL Contacts API. You can configure mappings, triggers, and actions using the visual editor. If you need advanced logic, you can augment with filters and transformations without writing code.
You can sync contacts, tasks, notes, and appointments between Habitify and GHL. The read-only scope (contacts.readonly) allows data retrieval; for creating or updating data, use the appropriate POST/PUT endpoints and ensure proper authentication and permissions.
Common contact fields include id, name, email, and phone. The API supports creating contacts via POST /contacts/ and updating via PUT /contacts/:contactId.
Use OAuth 2.0 or API keys for secure authentication, store tokens securely, and rotate credentials regularly. Follow best practices for secret management and access controls.
Yes. Use a sandbox or development environment to test flows, mappings, and triggers before going live. Validate end-to-end behavior with sample data.
GET endpoints are read-only in this setup, and the contacts.readonly scope limits operations to data retrieval. Write access requires additional scopes and endpoint usage.
Endpoint details are listed in the Endpoint List above, including HTTP method and path. Refer to each entry for required fields and response structure.
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Complete Operations Catalog - 126 Actions & Triggers
