To begin, obtain API credentials for Contacts API and grant the required scope contacts.readonly. Use a secure token approach to authorize requests from Immedio Meetings.
Use the credentials from Contacts API to authorize calls from Immedio Meetings. Store access tokens securely and refresh them as needed.
– 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: Update a contact in Contacts API to automatically sync changes to Immedio Meetings and create or update related tasks.
Actions: Create or update contact in Immedio Meetings; fetch and assign tasks from Contacts API.
GET /contacts/:contactId
Key fields: contactId, email, name
Trigger: A new or updated appointment in Contacts API triggers a calendar entry in Immedio Meetings.
Actions: Create or update appointments in Immedio Meetings; push reminders as needed.
GET /contacts/:contactId/appointments
Key fields: contactId, appointmentId
Trigger: Notes or tasks updated in Contacts API trigger enrichment in Immedio Meetings
Actions: Sync notes and tasks content to Immedio Meetings; update contact summaries
GET /contacts/:contactId/notes
Key fields: contactId, notesId, taskId
No code setup means quick start without developers or complex integrations.
Drag and drop configuration with presets lets you deploy fast and iterate rapidly.
Scalable architecture supports growing teams with centralized data flows.
This glossary defines essential terms used in the GHL Contacts API and Immedio Meetings integration, including endpoints authentication and data flows.
Application Programming Interface: a set of rules and protocols for building and interacting with software applications.
OAuth: an authorization framework that allows applications to obtain limited access to user accounts.
Webhook: a method for an app to provide other apps with real time information via callbacks.
Endpoint: a specific URL in an API where you can access a resource or perform an action.
Description: automatically create or update tasks in Immedio Meetings when contact data changes in Contacts API
Description: generate calendar reminders in Immedio Meetings when relevant contact events occur
Description: pull relevant notes into the contact detail pane for quick context
Description: obtain a stable API key and set scope to contacts.readonly
Description: map endpoints to your workflows and set up triggers
Description: run tests, monitor logs, and deploy to production
No code is required for basic connections. The platform offers prebuilt templates and triggers you can configure visually to connect Immedio Meetings with the Contacts API. Advanced scenarios can be achieved with simple webhooks and light scripting if needed. In most cases, you can deploy quickly without a developer and adjust later as your needs grow.
You can access core contact data such as name, email, and phone, as well as related objects like tasks, notes, and appointments. Read access is available with the contacts.readonly scope, and write access can be enabled when appropriate permissions are granted.
Authentication uses OAuth 2.0 or API keys depending on your setup. Store tokens securely and refresh them automatically before they expire. Follow your organization security policies for credential management.
Endpoints are listed in the Core API Endpoints section. You can access contacts, tasks, notes, and appointments through the documented paths and verbs. Be aware of rate limits that may apply to your subscription.
Yes, syncing notes and tasks between Contacts API and Immedio Meetings is supported. Map fields appropriately and configure triggers to keep both systems aligned.
Test the integration in a staging environment or sandbox. Use sample contacts and events to verify data flow, then review logs and error messages to troubleshoot.
API limits vary by plan. If you reach limits, consider batching requests, increasing the interval between calls, or upgrading your plan. Implement backoff strategies to stay within quotas.
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Complete Operations Catalog - 126 Actions & Triggers
