Authenticate requests to the GHL Contacts API using your app credentials and the requested scope (contacts.readonly). Use OAuth 2.0 or API keys as provided in your developer console.
In Helpwise, create an API connection and generate a scoped key with the contacts.readonly permission to access contact data.
– 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 – contacts.write – POST /contacts/ – PUT /contacts/:contactId – DELETE /contacts/:contactId – POST /contacts/:contactId/tasks – PUT /contacts/:contactId/tasks/:taskId – PUT /contacts/:contactId/tasks/:taskId/completed – DELETE /contacts/:contactId/tasks/:taskId – POST /contacts/:contactId/tags
Trigger: When a new contact is created in Helpwise, pull its details from the Contacts API to populate the CRM view.
Actions: retrieve contact, tasks, notes, and appointments; create corresponding Helpwise records; link notes to contacts.
GET /contacts/:contactId
id, name, email, phone
Trigger: New or updated contact in Helpwise triggers a sync to the Contacts API.
Actions: POST /contacts/ to create, PUT /contacts/:contactId to update; map fields from Helpwise to GHL fields.
POST /contacts/; PUT /contacts/:contactId
name, email, phone, address
Trigger: Task or note created/updated in Contacts API.
Actions: POST /contacts/:contactId/tasks; POST /contacts/:contactId/notes; update Helpwise records accordingly.
POST /contacts/:contactId/tasks; POST /contacts/:contactId/notes
contactId, taskId, noteId, content
Fast setup with no-code automation templates and visual workflow builders.
Real-time data synchronization reduces manual data entry and errors.
Scales across teams with role-based access and activity logs.
This section defines core elements: endpoints, authentication, triggers, actions, data mapping, and error handling to power robust automations.
A person in your system whose details are stored in the Contacts API.
A to-do item linked to a contact that drives follow-up work.
A text entry attached to a contact that records context or history.
A scheduled meeting or call associated with a contact.
Create a workflow that transfers a new contact from Helpwise to Contacts API and creates a linked task for follow-up.
When a task is completed in GHL, automatically attach a note in Helpwise with the outcome.
Use a template to create a new contact in Contacts API when a new user signs up via Helpwise.
Obtain API credentials from GHL and configure your Helpwise connection.
Set the scope to contacts.readonly and implement OAuth 2.0 flow or API key provisioning as required.
Define field mappings between Helpwise and Contacts API, then run tests to verify data flow.
You can read contact details, related tasks, notes, and appointments via the endpoints listed. Ensure you have the correct scope and credentials to access data. If you need to write or update, ensure the necessary permissions are granted.
Use OAuth 2.0 flows or API keys to authenticate requests. For Helpwise, create a signed API connection with the required scopes, such as contacts.readonly.
The essential endpoints for basic workflows are GET /contacts/:contactId and GET /contacts/. For actions, POST /contacts/ and PUT /contacts/:contactId are commonly used.
Yes, you can create and update contacts using POST /contacts/ and PUT /contacts/:contactId. Ensure appropriate permissions and error handling.
Real-time sync depends on your setup. Webhooks and polling can help you achieve near real-time updates; test latency in your environment.
Common errors include authentication failures, missing scopes, and invalid endpoint calls. Check credentials, scopes, payload formats, and error responses.
API documentation and examples are available in your GHL developer console and on this page’s guidance section. Follow endpoint descriptions and payload schemas.
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Complete Operations Catalog - 126 Actions & Triggers
