To authenticate requests, generate an API key or OAuth token for the Contacts API and include it in your headers with the required scope (e.g., contacts.readonly).
Ensure your Investment Dominator user account has permissions to access the Contacts API endpoints and the correct scope is granted for read or write operations.
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, 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 data sync when a contact is created or updated in the Contacts API to keep Investment Dominator up to date.
Actions include creating or updating a contact in Investment Dominator, and updating related tasks or notes.
Use GET /contacts/:contactId to fetch data and POST /contacts/ to create new records as needed.
key fields: id, name, email, phone, lastUpdated
Trigger on new or updated tasks in Contacts API to mirror task status in Investment Dominator.
Actions: create, update, or complete tasks; propagate due dates and assignees.
POST /contacts/:contactId/tasks to create tasks; PUT /contacts/:contactId/tasks/:taskId to update.
taskId, title, status, dueDate
Trigger when notes or appointments are added in the Contacts API to appear in Investment Dominator.
Actions: create notes, link to contacts, and schedule appointments.
GET /contacts/:contactId/notes and POST /contacts/:contactId/appointments as needed.
noteId, content, date
Eliminate manual data entry with automated syncing of contacts, tasks, notes, and appointments.
Create and update records automatically, reducing errors and saving time.
Gain a unified view of customer activity for smarter decisions.
Key elements include endpoints, authentication, data mapping, triggers, and automation workflows.
Application Programming Interface — a set of rules that allow apps to talk to each other.
A specific URL in an API that performs a function.
A standard for authorization that lets apps access data securely.
A listener that notifies another app of events in real time.
Automatically create a contact in Investment Dominator when a new person signs up via a form connected to the Contacts API.
Route tasks from Contacts API to the right projects in Investment Dominator based on custom fields.
Attach notes from Contacts to relevant records in Investment Dominator for context.
Create an API key or OAuth token with the required scope (contacts.readonly).
Use a tool like Postman to test endpoints and confirm data flows correctly.
Configure your automation to sync data between GHL and Investment Dominator on a schedule or trigger.
The Contacts API provides access to core contact data, including names, emails, phone numbers, tasks, notes, and appointments. You can retrieve, create, and update records as needed. Data fields vary by endpoint, so map fields carefully to your Investment Dominator records.
Authenticate using an API key or OAuth token with the required scope (for example, contacts.readonly). Include your token in request headers and rotate credentials regularly for security.
Use endpoints under /contacts to manage contacts, and explore sub-endpoints for tasks, notes, and appointments to build complete workflows.
Yes. You can create and update tasks in Investment Dominator based on events in GHL, and keep statuses in sync through periodic or event-driven sync.
Implement retry logic and monitor API responses. Respect rate limits and use exponential backoff to handle temporary errors gracefully.
No heavy coding is required. Use built‑in automation tools, webhooks, or Zapier to connect GHL and Investment Dominator with minimal code.
A practical approach is to sync notes first, then propagate tasks and contacts. Use clear field mappings and test thoroughly before going live.
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Complete Operations Catalog - 126 Actions & Triggers