Authenticate requests to the Contacts API using your GHL credentials and an approved access token. Store credentials securely and follow best practices for token refresh and scope management.
APPNAME uses your account credentials to authorize API calls. Ensure the API token or OAuth flow is configured in the HulkApps dashboard.
Endpoints include retrieving a contact, listing tasks and notes, managing appointments, and full CRUD for contacts and tasks (e.g., GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, GET /contacts/:contactId/tasks).
Trigger: A form submission includes a contactId to fetch and sync contact fields.
Actions: Update contact fields, attach tasks, and add notes.
GET /contacts/:contactId
Key fields: contactId, updatedFields, timestamp
Trigger: Form submission creates a new task for a contact.
Actions: Create/update tasks, assign status, and set due dates.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: Notes field in a form submission is saved against a contact.
POST /contacts/:contactId/notes
Key fields: contactId, noteId, content
Automate data syncing without writing code.
Centralize data between forms and your CRM for a smoother workflow.
Accelerate onboarding and follow-ups with real-time updates.
Overview of terms like API, endpoints, authentication, and how they fit together in this integration.
Application Programming Interface: a set of rules that allows programs to communicate with each other.
A specific URL in an API that performs a defined action.
Verifying identity and permissions to access API resources.
A URL that receives real-time event data from an API.
When a form is submitted, automatically create or update a contact in the Contacts API and attach initial metadata.
Map form fields to contact notes to keep a complete activity history.
Automatically create tasks for sales reps based on form responses to ensure timely follow-ups.
In your GHL account, generate an API key or set up OAuth credentials for secure access.
Select the endpoints you’ll use and map each form field to its corresponding contact field in GHL.
Run tests, verify data integrity, and push the integration live.
The Contacts API supports multiple authentication methods, including API keys and OAuth tokens. Choose the method supported by your GHL account and follow the setup steps in the HulkApps dashboard. Store tokens securely and monitor scopes and rate limits to keep your linkage reliable. The approach you choose should align with your security posture and workflow needs.
You can access endpoints for retrieving and listing contacts, tasks, notes, appointments, and business data. Typical reads include GET /contacts/:contactId and GET /contacts/:contactId/tasks. For changes, use POST, PUT, and DELETE operations such as POST /contacts/ and PUT /contacts/:contactId. Always test in a staging environment before going live.
No-code setup is possible with built-in triggers and actions in HulkApps Form Builder. Map form fields, select endpoints, and configure flows without writing code. For more complex workflows, you can leverage optional scripting features if your platform supports them.
Yes, you can map standard and custom contact fields to form inputs. Define field mappings in HulkApps settings and ensure the API accepts the custom keys. Use consistent naming conventions and test mappings thoroughly.
Keep API credentials secure by using tokens, secret management, and strict access controls. Enable IP restrictions where possible, rotate credentials regularly, and monitor for unusual activity to protect your data.
Test the integration with a staging form and a test contact to verify each endpoint. Review API responses, ensure data lands correctly in the Contacts API, and adjust mappings before going live.
If a contact already exists, the integration should update the existing record rather than creating duplicates. Use upsert logic with a stable identifier (such as contactId or email) to reconcile records during sync.
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Complete Operations Catalog - 126 Actions & Triggers
