This integration uses OAuth 2.0 for secure access to the GHL Contacts API. You’ll obtain client credentials and grant permissions to read and write contact data.
iNCOM Canada authenticates via API tokens and scoped access. Store credentials securely and rotate them regularly to protect your data.
Available endpoints 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, and write operations such as 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, and POST /contacts/:contactId/tags.
Trigger when a contact is created or updated in GHL to automatically update iNCOM Canada.
Create or update the corresponding contact in iNCOM Canada; synchronize notes and tasks as needed.
Method paths may include POST /contacts/:contactId and PUT /contacts/:contactId; GET endpoints to pull data.
Key fields: id, email, name, phone, businessId
Trigger when a task is created or updated for a contact in GHL.
Create/update tasks in iNCOM Canada; mark completed when finished; link to contacts.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Fields: taskId, contactId, title, dueDate, status
Trigger when a note is created or updated for a contact.
Create/update notes in iNCOM Canada; attach to the right contact; ensure timestamped history.
POST /contacts/:contactId/notes; PUT /contacts/:contactId/notes/:id
Fields: noteId, contactId, content, createdAt
Faster setup with no custom code required.
Unified data flow across platforms for consistent CRM data.
Build your automations visually using triggers and actions.
Understand core components such as API endpoints, authentication methods, data fields, and workflow processes that power your integration.
Application Programming Interface: a set of rules that lets two applications talk to each other.
Authorization framework that enables third-party apps to obtain limited access to an HTTP service.
A lightweight HTTP callback that triggers when a specified event occurs in an app.
A URL exposed by an API that performs a specific action or returns data.
Trigger follow-up emails or tasks when a new contact enters the system to nurture leads.
Automatically assign tasks to teammates based on contact attributes.
Aggregate notes, tasks, and events for auditing and performance insights.
Obtain OAuth credentials for GHL and API tokens for iNCOM Canada, then securely store them.
Select the endpoints you will use (contacts, tasks, notes) and align data fields between systems.
Run test data, verify synchronization, and go live with monitoring.
Security is built into the integration via OAuth 2.0, token-based authentication, and scoped permissions. Access tokens grant only the rights needed to read or write contact data, minimizing exposure. Regular credential rotation and secure storage are recommended practices to keep data safe. In addition, all data in transit is protected via TLS encryption, and sensitive information can be masked in logs to preserve privacy. For ongoing protection, enable audit trails and implement access controls so only authorized users can modify integration settings or data. If you suspect a breach, rotate credentials immediately and review recent activity for anomalies.
Yes. The integration adheres to API rate limits defined by the Contacts API and the iNCOM Canada side. Exceeding limits may result in temporary throttling. If you anticipate high-volume usage, consider batching requests or scheduling off-peak sync windows. It’s also advisable to implement exponential backoff in your automation to gracefully handle rate limit responses. If you run into limits frequently, you can request higher quotas or optimize your data synchronization strategy by prioritizing essential endpoints.
The available endpoints include read and write operations for contacts, tasks, notes, and appointments as listed in the Endpoints section. Core read endpoints like GET /contacts/:contactId and GET /contacts/ help you retrieve data, while write endpoints such as POST /contacts/ and PUT /contacts/:contactId enable creating and updating records. The ENDPOINTLIST block provides a complete reference of all supported paths and their typical use cases. You can tailor the integration to include only the endpoints you need, reducing complexity and potential data conflicts.
Yes. Field mapping is supported so you can control which data elements sync between GHL and iNCOM Canada. You can map standard fields like name, email, phone, and custom fields from either side. This flexibility lets you maintain data consistency across platforms without duplicating effort.
Testing is done in a sandbox or staging environment prior to production. Use sample contact data to verify that creates, updates, notes, and tasks flow correctly between systems. Validate data integrity, verify timestamps, and confirm that error messages are actionable. Once tests pass, deploy to live with monitoring enabled.
You can review logs within both GHL and iNCOM Canada dashboards to troubleshoot issues. Look for API call statuses, payloads, and any error messages. Enable verbose logging during initial setup and reduce to a level appropriate for production monitoring to balance insight with performance.
No advanced coding is required for standard integrations; a no-code configuration is sufficient for most use cases. If you need highly customized logic or complex data transformations, you can introduce lightweight automation rules or scripts. The framework is designed to be approachable for non-developers while still supporting power users.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
