Use OAuth 2.0 with the contacts.readonly scope to securely access contact data from GHL within Instant Roofer.
Authorize Instant Roofer to access your GHL Contacts data via OAuth flow or an API key, granting only the required scope.
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: a new or updated contact in GHL starts a sync into Instant Roofer.
Actions: fetch /contacts/:contactId and pull tasks, notes, and appointments to keep Instant Roofer up to date.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: a task is created or updated for a contact.
Actions: create or update tasks via POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId, status, dueDate
Trigger: a note is added or updated for a contact.
Actions: post notes via POST /contacts/:contactId/notes
POST /contacts/:contactId/notes
Key fields: id, content, author
Automate data flow without writing code, saving time and reducing errors.
Centralize contact data in Instant Roofer workflows for quicker decision making.
Improve collaboration by keeping notes, tasks, and contacts synchronized.
This glossary explains the API elements used in the guide, including endpoints, triggers, actions, and data fields.
A set of rules that allows two systems to communicate and exchange data.
A specific URL path in an API that performs a defined action.
The process of granting a client permission to access resources.
A URL that receives real-time event notifications from an API.
Automatically create a contact in GHL when a new lead signs up via Instant Roofer, then trigger a task to follow up.
Sync milestones from GHL tasks into Instant Roofer to drive client communications.
Attach installation notes to contacts to provide a complete history.
Set up OAuth credentials with the contacts.readonly scope and authorize Instant Roofer.
Map the available endpoints to your workflows and test data reads.
Run tests in a staging environment and observe logs for reliability.
The Contacts API lets you securely read and manage contact data from GHL within Instant Roofer. Use the supplied endpoints to fetch contacts, tasks, notes, and appointments. The integration uses the readonly scope to protect data and avoid unintended changes. This keeps your CRM data in sync with Instant Roofer workflows without writing code. In practice, you can pull a contact by ID, pull related tasks and notes, and surface key dates and notes inside Instant Roofer automations.
No heavy coding is required for a basic setup. The no-code pathway lets you authenticate, select the scope, and connect the listed endpoints to your automation rules. If you prefer, you can use lightweight scripts or a low-code tool to augment the flow, but many teams run with the built-in connector settings alone.
With the readonly scope you can access read operations for contacts, tasks, notes, and appointments. You will not be able to create or modify records via this integration. This keeps your data safe while enabling visibility and reporting inside Instant Roofer.
Write permissions are not available with the readonly scope. If you need to update records from Instant Roofer, you would require an elevated scope and appropriate approvals from your GHL admin. For many use cases, read-only access is sufficient for analytics and workflow automation.
Authenticate by using OAuth 2.0 with your GHL developer credentials and request the contacts.readonly scope. In Instant Roofer, authorize the connection and grant the scope only to the resources you need. You’ll receive access tokens that you attach to API calls. Keep tokens secure and rotate them periodically per your security policy.
The endpoints cover reading contacts, tasks, notes, and appointments, plus listing all contacts and a business-specific view. Specific paths include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/notes among others. Use them to model your data flows and automations in Instant Roofer.
Plan for retries in case of network errors, and implement robust error handling using standard HTTP status codes. Start with a sandbox environment to verify permissions and data mappings. Monitor API quotas and set alerting for any authentication failures or rate limit responses.
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Complete Operations Catalog - 126 Actions & Triggers
