Authenticate securely using OAuth 2.0. Request the scope ‘contacts.readonly’ and exchange client credentials for an access token to call the endpoints.
Store tokens securely, rotate refresh tokens, and apply least-privilege access for Halo Service Solutions.
Top endpoints used with Halo Service Solutions include retrieving, creating, updating, and deleting contacts, as well as managing tasks, notes, appointments, and tags (see list of 17 endpoints in the CSV).
Trigger: contact create/update in Halo Service Solutions to push to the Contacts API.
Actions: map fields, create or update contact records, and link tasks/notes as needed.
Method/Path: POST /contacts/ to create or PUT /contacts/:contactId to update.
Key fields: contact_id, email, first_name, last_name, phone
Trigger: updated or created tasks in Halo to create or update tasks in GHL.
Actions: create, update, and mark complete tasks; associate with the relevant contact.
Method/Path: POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId, contactId, title, status, due_date
Trigger: notes added in Halo map to /contacts/:contactId/notes in GHL.
Actions: create notes, attach to contact, apply tags.
Method/Path: POST /contacts/:contactId/notes and PUT /contacts/:contactId/notes/:id
Key fields: noteId, contactId, id, content, tags
No-code automations: build workflows with drag-and-drop tools and webhooks.
Faster onboarding: ready-to-use templates reduce setup time.
Scalable data flows: consistent data across contacts, tasks, notes, and tags.
Key concepts and data flows defined for the Halo Service Solutions integration with the Contacts API.
Application Programming Interface that lets Halo Service Solutions talk to the GHL Contacts API.
OAuth 2.0-based token exchange to authorize API requests.
A specific URL path that performs an operation like retrieve, update, or delete.
Permissions granted to an access token (e.g., contacts.readonly).
Capture Halo Service Solutions form submissions to auto-create or update contacts in GHL.
Create follow-up tasks in Halo when contact milestones occur in GHL.
Sync notes and tags between Halo and GHL to keep context-rich records.
Create a GHL app, record the client ID/secret, and set the redirect URI.
Run OAuth 2.0 flow to request an access token with the contacts.readonly scope.
Map Halo fields to GHL contact fields, configure webhooks, and run tests.
The GHL Contacts API provides programmatic access to contact data, tasks, notes, appointments, and more. It enables Halo Service Solutions to automate how you manage people in your CRM. This guide helps you understand endpoints, auth, and data mapping to implement the integration effectively.
Authenticate using OAuth 2.0 to obtain access tokens. Include the token in the Authorization header of each request. Refresh tokens regularly to maintain access. Always use the least privilege scope required for your use case.
The most useful endpoints include GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, and GET /contacts/:contactId/tasks. These cover core contact creation and task management. Also consider GET /contacts/:contactId/notes and POST /contacts/:contactId/notes for notes synchronization.
Yes. No-code automation tools and platforms can connect Halo Service Solutions to GHL via webhooks and prebuilt templates. You can create flows without writing code. However, some scenarios benefit from custom API calls for greater control.
Map Halo fields (e.g., first_name, last_name, email) to GHL contact fields (name, email, phone). Use consistent data types and handle null values gracefully.
Rate limits depend on your GHL plan. Plan for burst traffic and implement exponential backoff for retries.
You can test endpoints in a development environment or using API clients with the sandbox credentials. Validate OAuth scopes and field mappings first.
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Complete Operations Catalog - 126 Actions & Triggers
