Authenticate requests to the Contacts API using OAuth 2.0 with a secure API key, ensuring the proper scopes are granted for read and write operations.
Heights Platform authorizes via API keys and/or OAuth, enabling secure integration with the Contacts API and automated actions within workflows.
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; API Endpoint9: POST /contacts/; API Endpoint10: PUT /contacts/:contactId; API Endpoint11: DELETE /contacts/:contactId; API Endpoint12: POST /contacts/:contactId/tasks; API Endpoint13: PUT /contacts/:contactId/tasks/:taskId; API Endpoint14: PUT /contacts/:contactId/tasks/:taskId/completed; API Endpoint15: DELETE /contacts/:contactId/tasks/:taskId; API Endpoint16: POST /contacts/:contactId/tags
Trigger: A contact is created or updated in the Contacts API.
Actions: Create or update the corresponding contact in Heights Platform; update notes as needed.
Path: POST /contacts/ or PUT /contacts/:contactId
Key fields: contactId, name, email
Trigger: A task is created or updated for a contact.
Actions: Create or update corresponding tasks in Heights Platform; reflect status changes.
Path: POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: A note or appointment is updated for a contact.
Actions: Create/update notes and appointments in Heights Platform.
Path: PUT /contacts/:contactId/notes/:id and GET /contacts/:contactId/appointments
Key fields: contactId, noteId, appointmentId
Automate workflows without writing code, using visual builders and pre-built triggers.
Centralize contact data across Contacts API and Heights Platform for consistent records.
Fast setup with drag-and-drop connectors and reusable templates.
Definitions of elements and processes used in the integration: endpoints, triggers, actions, and data fields.
A specific URL that performs a defined operation on the service.
An event in your system that starts a workflow.
An operation performed as a result of a trigger.
A callback URL used to notify external systems when events occur.
Use webhooks to push changes from the Contacts API to Heights Platform to keep records in sync instantly.
Automatically create or update tasks in Heights Platform when contact-related events occur in the API.
Generate and attach notes in Heights Platform based on notes and activity from the Contacts API.
Obtain API keys and set up OAuth credentials from the Contacts API and Heights Platform.
Map endpoints, define triggers for contact events, and configure actions in Heights Platform.
Run tests, validate data flow, and deploy your automated workflows to production.
You can automate core workflows like syncing new or updated contacts, creating tasks from contact events, and attaching notes for context. This helps keep your CRM and project boards in harmony without manual data entry. Leverage triggers to start automations immediately when data changes, reducing delays and ensuring teams act on the latest information.
No coding is required for the majority of common integrations. Use visual builders, pre-built connectors, and modular triggers to set up workflows quickly. For advanced needs, you can extend capabilities with custom endpoints or scripts if your plan supports it.
Use OAuth 2.0 with scoped access and rotate credentials regularly. Store tokens securely and limit permissions to only what is required for the integration. Always follow your security guidelines and monitor access logs for unusual activity.
Initial setup typically focuses on endpoints for creating and retrieving contacts, along with reading tasks, notes, and appointments. Start with GET /contacts/:contactId and GET /contacts/:contactId/tasks to establish the data flow. Then add POST and PUT endpoints as you require write-capabilities for automated updates.
Use sandbox/test environments if available and enable test data flows to verify field mappings and end-to-end triggers. Perform end-to-end tests with representative records before activating in production.
Yes. Notes and appointments can be synchronized automatically by configuring appropriate triggers and actions in Heights Platform. This ensures your notes and calendar appointments reflect the latest state from Contacts API.
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Complete Operations Catalog - 126 Actions & Triggers
