Authenticate to the GHL Contacts API using OAuth 2.0 or API keys. Store tokens securely and rotate credentials regularly for best security.
Authorize Insightly to access and exchange data with the GHL Contacts API. Depending on Insightly, you may use OAuth flows or API tokens to grant access.
Endpoint1: GET /contacts/:contactId; Endpoint2: GET /contacts/:contactId/tasks; Endpoint3: GET /contacts/:contactId/tasks/:taskId; Endpoint4: GET /contacts/:contactId/notes; Endpoint5: GET /contacts/:contactId/notes/:id; Endpoint6: GET /contacts/:contactId/appointments; Endpoint7: GET /contacts/; Endpoint8: GET /contacts/business/:businessId; Endpoint9: contacts.write; Endpoint10: POST /contacts/; Endpoint11: PUT /contacts/:contactId; Endpoint12: DELETE /contacts/:contactId; Endpoint13: POST /contacts/:contactId/tasks; Endpoint14: PUT /contacts/:contactId/tasks/:taskId; Endpoint15: PUT /contacts/:contactId/tasks/:taskId/completed; Endpoint16: DELETE /contacts/:contactId/tasks/:taskId; Endpoint17: POST /contacts/:contactId/tags
Trigger: a contact is created or updated in Insightly.
Actions: create or update the matching contact in the GHL Contacts API; optionally sync related tasks and notes.
Method paths: POST /contacts/ to create; PUT /contacts/:contactId to update.
Key fields: contactId, name, email, phone, company, tags
Trigger: a task or note is created or updated in either system.
Actions: mirror tasks and notes to the other system and keep status aligned.
Method paths: PUT /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/notes
Key fields: contactId, taskId, noteId, subject, dueDate, status, content
Trigger: a tag is added or removed in Insightly or GHL.
Actions: sync tags and align business associations between systems.
Method path: POST /contacts/:contactId/tags
Key fields: contactId, tagId, tag
Automate repetitive data entry, reduce manual errors, and speed up onboarding.
Real-time data sync keeps both systems in sync without writing code.
Scalable automation that grows with your business without custom development.
This glossary defines common terms and processes used to connect GHL with Insightly and orchestrate data flow.
Application Programming Interface that lets apps talk to each other and share data safely.
Authorization framework that enables secure access without sharing user passwords.
A specific URL path in an API that performs a function and returns data.
The data sent in a request or returned in a response, commonly JSON.
When Insightly adds a contact, automatically create or update the matching contact in GHL and populate key fields.
Create tasks in Insightly based on activity in GHL to ensure timely follow-ups.
Sync notes between Insightly and GHL to keep context available in both places.
Obtain OAuth credentials for both apps and exchange tokens securely.
Select endpoints and define field mappings to ensure data flows correctly.
Run tests, verify mappings, and deploy to production with monitoring.
The GHL Contacts API supports OAuth 2.0 and API keys for authentication. Use OAuth for user-scoped access and refresh tokens, or API keys for server-to-server setups. Always store credentials securely and rotate them on a schedule. If you run into permission issues, verify the scopes granted to your token.
Yes. You can sync notes and tasks between Insightly and the GHL Contacts API. Configure triggers to replicate updates in either direction and ensure statuses and timestamps align. Regularly review mappings to keep notes and task data consistent.
A set of 17 endpoints is available to manage contacts, tasks, notes, appointments, and tags. You can read, create, update, or delete data as needed. Use the listed endpoints to build precise, reliable automations without code.
Connections are secured using standard OAuth 2.0 flows or API keys, with tokens stored securely. Use HTTPS for all requests and enforce least-privilege access by restricting scopes. Audit logs and monitoring help detect anomalies.
No coding is required. This integration uses pre-built connectors and well-documented endpoints. You can configure mappings, triggers, and actions in a visual interface or automation tool without writing code.
If an error occurs, check credentials, scope, and endpoint paths. Review mapping definitions, and enable verbose logs. Use test runs to reproduce issues and adjust your workflow accordingly.
Monitor sync status from the integration dashboard or logs. Look for successful runs, error messages, and latency metrics. Set up alerts to be notified of failures or delays.
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Complete Operations Catalog - 126 Actions & Triggers
