Use secure OAuth 2.0 access tokens and, where supported, API keys to authorize requests to the Contacts API. Store credentials safely in Heyflow and rotate them regularly.
Create a trusted app connection in Heyflow and exchange credentials with the Contacts API to authorize calls. Use least-privilege scopes.
– 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 (permission scope) – 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: form submission in Heyflow creates or updates a contact in the Contacts API.
Actions: POST /contacts to create; PUT /contacts/:contactId to update; optionally create related tasks via POST /contacts/:contactId/tasks.
POST /contacts/ to create new contact; PUT /contacts/:contactId to update existing contact.
Key fields: email, firstName, lastName, phone; map Heyflow fields to GHL Contacts fields (e.g., firstName -> givenName, lastName -> familyName).
Trigger: when a contact is created or updated in Heyflow, create or update tasks in the Contacts API.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status, dueDate, description
Trigger: Heyflow notes or appointments push to the contact’s notes or appointments in GHL.
Actions: POST /contacts/:contactId/notes; POST /contacts/:contactId/appointments
POST /contacts/:contactId/notes; POST /contacts/:contactId/appointments
Key fields: contactId, id (notes/appointments), content, date
Automate data capture and updates without writing code, using visual automation builders.
Reduce manual data entry, minimize errors, and keep records synchronized in real time.
Speed up workflows and personalize experiences with instant data retrieval from the Contacts API.
Elements: endpoints, authentication, triggers, actions. Processes: mapping fields, testing flows, and deploying automations.
A specific URL and HTTP method used to perform an action against the API.
Method used to verify identity and authorize API requests, typically via OAuth tokens or API keys.
How data fields in Heyflow correspond to fields in the Contacts API.
An API entity such as a contact, task, note, or appointment.
When a user submits a Heyflow form, automatically create a new contact in the Contacts API and push initial data like email and name.
Automatically generate related tasks in the Contacts API when a user completes a flow step, ensuring timely follow-ups.
Attach notes and schedule appointments in the Contacts API based on Heyflow interactions to keep records current.
Generate and securely store API credentials in both Heyflow and the Contacts API.
Link Heyflow fields to Contacts API fields and specify triggers.
Run tests, monitor data flow, and deploy automations to production.
No coding is required to start connecting Heyflow with the Contacts API. Use the visual connectors in Heyflow to set triggers and actions that push data to the API. If you need deeper logic, you can add custom scripts, but it is not mandatory for standard flows. In more advanced setups, you can layer in conditional logic, error handling, and retries to ensure data integrity without writing server-side code.
For most automations, the essential endpoints are GET /contacts/:contactId to fetch data, POST /contacts/ to create, PUT /contacts/:contactId to update, and POST /contacts/:contactId/tasks to create tasks. Notes and appointments endpoints are also useful for keeping a complete activity history. Start with the core CRUD operations and expand as your automation needs grow. Always map fields carefully to ensure data consistency across systems and to enable reliable triggers.
Supported authentication methods typically include OAuth 2.0 for user-authorized access and API keys for service-to-service access. Use OAuth to enable secure user consent and keep tokens rotated regularly. Store credentials securely within Heyflow and the API provider’s vaults, and follow least-privilege principles for scopes and permissions. If your environment requires, implement token refresh logic and monitor for expired tokens to minimize downtime.
Yes. You can route a single Heyflow flow to update a contact and simultaneously create related tasks or notes in the Contacts API. This enables streamlined processes where data entry, task creation, and follow-ups happen in one cohesive flow. Be mindful of rate limits and ensure proper field mappings so all actions receive the correct data payloads.
Field mapping is done in the Heyflow integration canvas by matching Heyflow form fields to the corresponding GHL contact fields (e.g., firstName -> givenName, lastName -> familyName). Maintain consistent data types and handle optional fields gracefully. Test with sample records to validate mappings before going live. Document mappings so future changes are easy to audit and adjust as your data model evolves.
Rate limits vary by provider; common guidelines include a cap on requests per minute and per day, plus concurrency limits for long-running tasks. Plan bulk operations during off-peak hours when possible, and implement exponential backoff retries for transient errors. Monitor dashboards and alerting to catch throttling early and adjust your flow logic accordingly.
If a request fails, check HTTP status codes and error messages returned by the API. Verify credentials, tokens, and scopes, then review your payload to ensure required fields are present and correctly formatted. Enable detailed logging in Heyflow for debugging and reproduce the failure in a test environment to isolate the issue. Consider adding retry logic and fallback paths to keep users informed when automations encounter problems.
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Complete Operations Catalog - 126 Actions & Triggers
