Use your GHL API key and OAuth tokens from the developer console to securely access the Contacts endpoints. Keep credentials secret and rotate them regularly.
Hipsy reuses standard OAuth flows; ensure the scope matches contacts.readonly and that your app is authorized to access contact data.
End points include 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, endpoint: 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 contact is opened or created in Hipsy, fetch the latest data with GET /contacts/:contactId.
Actions: GET /contacts/:contactId; PUT /contacts/:contactId to update; POST /contacts/ to create a new contact.
Method Path: GET /contacts/:contactId, PUT /contacts/:contactId, POST /contacts/
Key fields: id, firstName, lastName, email, phone, lastModified
Trigger: When a new task is created in Hipsy, create it in Contacts API via POST /contacts/:contactId/tasks
Actions: POST /contacts/:contactId/tasks; GET /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Method Path: POST /contacts/:contactId/tasks; GET /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Key task fields: id, contactId, title, status, dueDate
Trigger: On contact update in Hipsy, pull notes and tags.
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, POST /contacts/:contactId/tags
Method Path: GET /contacts/:contactId/notes, POST /contacts/:contactId/tags, GET /contacts/:contactId/notes/:id
Key note fields: id, contactId, content, createdAt; tagId, tagName
Automate data sync between Hipsy and Contacts API without writing code.
Consolidate contact data in one place for accurate segmentation.
Leverage endpoints to build powerful automations and campaigns.
Review these terms to better understand how endpoints, triggers, actions, and fields work in this integration.
A record representing an individual person in your CRM, including basic identifiers and contact details.
A URL path combined with an HTTP method that performs a specific action on the GHL API.
A to-do item associated with a contact, including status and due date.
Text records attached to a contact, used for context and history.
Trigger a new contact in Hipsy when a lead is created in GHL via POST /contacts/ and pull welcome task reminders.
Automatically generate tasks in Contacts API when Hipsy triggers events about activity.
Attach notes to contacts when they engage with emails, then segment them for follow-ups.
Obtain API credentials and confirm the scope includes contacts.readonly to read contact data.
Select the endpoints you need (e.g., GET /contacts/:contactId, POST /contacts/) and align fields between GHL and Hipsy.
Run tests, verify data integrity, and monitor logs for ongoing health.
The required scope typically includes read access to contacts data (for example, contacts.readonly). Ensure your OAuth client has the correct permissions. If you are using API keys, keep them secure and rotate keys regularly to reduce risk. This setup helps protect sensitive contact data and supports compliance across tools like Hipsy and GHL.
Authentication uses OAuth 2.0 or API keys. You will authorize the Hipsy app to access Contacts data by logging in and granting permissions. Save tokens securely and refresh as needed. Use a sandbox environment before going live to validate permissions and data mappings.
Commonly used endpoints include GET /contacts/:contactId to fetch a contact, POST /contacts/ to create a contact, and GET /contacts/:contactId/tasks to manage tasks. You can combine endpoints to keep contact records in sync between Hipsy and GHL. Always map fields carefully to avoid duplicates or mismatches.
Yes. You can create tasks via POST /contacts/:contactId/tasks and add notes via POST /contacts/:contactId/notes (or fetch notes with GET /contacts/:contactId/notes). This enables task-driven workflows in Hipsy and ensures teams stay aligned across systems.
No heavy coding is required if you use built-in connectors or automation tools. You can often set up the integration with point-and-click tools. You may need small scripts for field mapping or custom logic, but core integration relies on API calls and webhooks.
Test in a staging environment by creating sample contacts and tasks and verifying that changes propagate to both systems. Use sandbox keys and monitor logs, error messages, and rate limits before going live to ensure reliability.
API documentation for these endpoints is available in the GHL developer portal. This page provides a concise guide; always check the official docs for up-to-date endpoints, limits, and authentication details.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
