How to Connect immediO Box to Contacts API

Integrate the Contacts API with immediO Box using secure GHL connections and endpoint-driven automation.

Steps to connect Contacts API with immediO Box

This step-by-step guide shows how to authorize, configure permissions, and use key endpoints to link the GHL Contacts API with immediO Box for streamlined contact data, tasks, notes, and appointments.

Authorizing the Contacts API (GHL)

To connect, obtain OAuth credentials or an API key for the Contacts API and grant the contacts.readonly scope so immediO Box can access contact data securely.

Authorizing immediO Box

In immediO Box, configure the App Connector to authenticate with GHL and authorize access to the Contacts API as needed (read-only by default).

Key Endpoints for the Contacts API

– GET /contacts/:contactId — Retrieve a single contact\n- GET /contacts/:contactId/tasks — List tasks for a contact\n- GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task\n- GET /contacts/:contactId/notes — List notes for a contact\n- GET /contacts/:contactId/notes/:id — Retrieve a note\n- GET /contacts/:contactId/appointments — List appointments\n- GET /contacts/ — List all contacts\n- GET /contacts/business/:businessId — List contacts for a business\n- Scope reference: contacts.write indicates write access for contacts\n- POST /contacts/ — Create a new contact\n- PUT /contacts/:contactId — Update a contact\n- DELETE /contacts/:contactId — Delete a contact\n- POST /contacts/:contactId/tasks — Create a new task\n- PUT /contacts/:contactId/tasks/:taskId — Update a task\n- PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed\n- DELETE /contacts/:contactId/tasks/:taskId — Delete a task\n- POST /contacts/:contactId/tags — Add a tag to a contact

Top 3 connection patterns between GHL Contacts API and immediO Box

1) Read and sync contacts in real time

Trigger: pull contact records on demand or when changes occur in GHL to keep immediO Box up to date.

Actions: fetch contact data, pull related tasks and notes for a complete profile.

Method paths include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes.

Key fields: contactId, email, fullName, phone

Top 3 connection patterns between GHL Contacts API and immediO Box

2) Manage tasks and notes from immediO Box

Trigger: create or update tasks and notes in response to immediO Box events.

Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes

Methods: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes

Key fields: taskId, contactId, status, dueDate

Top 3 connection patterns between GHL Contacts API and immediO Box

3) Full lifecycle with tagging and business context

Trigger: updates to business context or tags reflect in GHL data.

Methods: POST /contacts/:contactId/tags, GET /contacts/business/:businessId, GET /contacts/

Key fields: businessId, tag, contactId

No-code benefits of integrating Contacts API with immediO Box

Seamless data synchronization between GHL Contacts and immediO Box without writing code.

Automated workflows for tasks, notes, and appointments triggered by contact changes.

Unified client records in one place, boosting efficiency and visibility for teams.

Glossary and Key Terms

Definitions of terms used in this guide, including endpoints, triggers, actions, methods, and data fields in the GHL Contacts API.

API Endpoint

A specific URL path exposed by the GHL API that performs a defined operation.

OAuth

An open standard for secure authorization that lets immediO Box access GHL data without sharing passwords.

Contact

A person stored in GHL CRM with identifying details such as name, email, and phone.

Task

A to-do item linked to a contact inside GHL and used to track activities.

People also Search for:

Creative ideas for integrating Contacts API with immediO Box

Automate contact updates from GHL to immediO Box

Create a Zap that updates immediO Box when a contact record changes in GHL (e.g., new task).

Sync notes to client records automatically

Push notes and attachments from the GHL contact to the client profile in immediO Box.

Calendar-driven reminders in GHL

Trigger GHL calendar events when immediO Box creates or updates an appointment.

3 Simple Steps to Connect Contacts API with immediO Box

Step 1: Authenticate and authorize

Obtain OAuth tokens and grant the Contacts API scope to immediO Box.

Step 2: Configure endpoints

Map and test endpoints such as GET /contacts/:contactId and POST /contacts/ in your automation workflows.

Step 3: Build automations

Create automations to respond to contact changes with tasks, notes, or appointments in immediO Box.

Frequently Asked Questions

What is the GHL Contacts API used for?

The GHL Contacts API provides programmatic access to contact data, notes, tasks, and appointments. It enables your apps to read and manage contact information in a structured way. Using the OAuth flow or API keys, immediO Box can securely request data with appropriate permissions. This fosters automation and better CRM workflows without manual data entry.

No advanced coding is required for basic integration. immediO Box offers visual builders and pre-built actions to connect with GHL endpoints. For complex scenarios, light scripting is supported but not mandatory.

For syncing, endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/ are commonly used. Pair these with tagging or business-based queries for richer data alignment.

Connections use OAuth or API keys with token-based authentication. Data is transmitted over TLS, and apps can request only the permissions they need. You can revoke access at any time from your GHL account.

Yes. Depending on your app’s permissions, you can perform write operations such as creating or updating contacts and tasks. Always follow the principle of least privilege and test in a sandbox.

Use the provided scopes (for example, contacts.readonly) and ensure your app requests read-only or broader write access as required by your workflow.

If you encounter authentication errors, verify your OAuth tokens, client IDs, and redirect URIs. Check the GHL status page for outages and review your app’s permission scopes.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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