GHL uses OAuth 2.0 to authorize requests. You will generate an access token with the required scopes and securely store it in Indy to authorize API calls.
Indy authenticates to GHL using the OAuth client credentials flow or a suitable API key method. Rotate tokens regularly and store credentials securely.
1) GET /contacts/:contactId 2) GET /contacts/:contactId/tasks 3) GET /contacts/:contactId/tasks/:taskId 4) GET /contacts/:contactId/notes 5) GET /contacts/:contactId/notes/:id 6) GET /contacts/:contactId/appointments 7) GET /contacts/ 8) GET /contacts/business/:businessId 9) contacts.write 10) POST /contacts/ 11) PUT /contacts/:contactId 12) DELETE /contacts/:contactId 13) POST /contacts/:contactId/tasks 14) PUT /contacts/:contactId/tasks/:taskId 15) PUT /contacts/:contactId/tasks/:taskId/completed 16) DELETE /contacts/:contactId/tasks/:taskId 17) POST /contacts/:contactId/tags 18) Additional endpoints for notes, business data, and metadata beyond the core set.
Trigger: when a contact is created or updated in GHL, Indy fetches the latest data and pushes it to your app.
Actions: create or update the corresponding contact in Indy, mapping fields such as name, email, and phone.
Endpoint path used: GET /contacts/:contactId
Key fields: contactId, email
Trigger: a new or updated task for a contact in GHL.
Actions: create or update tasks in Indy and attach them to the corresponding contact.
Endpoint path used: GET /contacts/:contactId/tasks
Key fields: contactId, taskId
Trigger: new or updated notes for a contact in GHL.
Actions: create or update notes in Indy linked to the contact.
Endpoint path used: GET /contacts/:contactId/notes
Key fields: contactId, noteId
Automate data sync without writing code, reducing manual data entry.
Real-time updates between Indy and GHL improve accuracy and speed.
Scalable workflows that adapt to your business without heavy IT effort.
A quick glossary of API terms, data models, and integration processes used in the Indy GHL connection guide.
A specific URL and HTTP method that performs an action on a resource, such as GET /contacts/:contactId.
Authorization framework to obtain access tokens for API requests.
A credential that grants temporary access to call protected API endpoints.
A real-time notification delivered to a URL when an event occurs in the source system.
Use Indy to create or update new contacts in GHL as soon as they sign up in your app, with tasks created to follow up.
Keep GHL and Indy in sync by sending changes from either system and resolving conflicts automatically.
Trigger alerts in Indy when important updates occur in GHL such as lead status changes.
Collect your GHL API credentials and Indy client details to start the integration.
Assign correct scopes and authorize Indy to access your GHL data.
Run tests, verify data flows, and deploy to production with monitoring.
No code: This integration is designed to work with no coding. Use a connector interface to map fields and set triggers. If more customization is needed, you can add code steps in advanced workflows. The Indy interface handles auth and endpoint calls.
You can sync core contact fields such as name, email and phone, plus tasks, notes and appointments. Complex mappings are supported via field level mapping and triggers.
Store tokens securely, rotate periodically, and use environment variables. Indy provides a secure vault and best practice guidance for handling credentials.
Yes. You can map fields between GHL and Indy and use conditional logic to transform data during sync.
Real-time or near real-time depending on webhooks and polling. You can set up intervals to balance latency and API usage.
If a conflict occurs, Indy can prompt a review, or you can implement a last-write-wins strategy or field level resolution rules.
Rate limits are documented in the GHL API docs. We recommend caching and exponential backoff strategies to handle limits.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
