Authenticate your requests with your GHL API credentials and the appropriate scope (contacts.readonly). Use API keys or OAuth tokens as required by your integration.
Link InvestNext securely to GHL by supplying your app’s client ID and secret, setting up a trusted redirect, and requesting the contacts.readonly scope for read-only access.
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 new or updated contact in InvestNext prompts a fetch from the Contacts API to keep data aligned.
Actions: Create or update the InvestNext contact from GHL data; attach related tasks and notes as needed.
GET /contacts/:contactId
key fields: contactId, name, email, phone, company, notes
Trigger: When a contact’s tasks are added or updated in GHL, sync to InvestNext.
Actions: Create or update InvestNext tasks from GHL tasks; reflect status and due dates.
GET /contacts/:contactId/tasks
key fields: taskId, title, status, dueDate, priority, notes
Trigger: Notes added or updated in GHL reflect in InvestNext.
Actions: Sync notes from GHL to InvestNext and attach to the corresponding contact.
GET /contacts/:contactId/notes
key fields: noteId, content, date
Automate routine contact workflows without writing code.
Achieve real-time data synchronization between GHL and InvestNext.
Get a unified view of contacts, tasks, and notes in one place.
This section defines core terms and processes used in the integration, including contacts, tasks, notes, and endpoints.
An individual in your CRM with identifying fields such as name, email, and phone.
Actions linked to a contact that drive follow-ups, status updates, or reminders.
Supplementary information about a contact, such as interactions or observations.
A specific API route used to access or modify data.
Automatically generate onboarding tasks in InvestNext when a new contact is created in GHL via /contacts/:contactId/tasks.
Consolidate notes and task updates into a clean activity timeline in InvestNext.
Create reports that pull together contacts, tasks, and notes across endpoints.
Collect your API client ID, client secret, and set the scope to contacts.readonly.
Map the listed endpoints to InvestNext data fields and set trigger conditions.
Test thoroughly in a sandbox, then deploy to production with monitoring.
The Contacts API uses a scoped authorization model. For read-only access, use the contacts.readonly scope with OAuth2 tokens or API keys as provided by your GHL account. This ensures your app can fetch contact data without making changes. When building workflows, favor GET endpoints to retrieve data for display or reporting. If write access is required, upgrade to a higher scope and adjust credentials accordingly. Always protect credentials and rotate them regularly.
Authentication can be OAuth-based or API key-based depending on how your GHL instance is configured. For most integrations, OAuth2 provides secure, delegated access with token lifetimes and refresh flows. If your setup uses API keys, ensure keys are stored securely and limited by IP or environment. Monitor token expiry and implement automatic refresh where applicable.
Commonly used endpoints include retrieving a contact (GET /contacts/:contactId), fetching a contact’s tasks (GET /contacts/:contactId/tasks), and getting a contact’s notes (GET /contacts/:contactId/notes). These endpoints enable core workflows like syncing records, updating progress, and documenting interactions. Additional endpoints support creating and updating items as your automation needs grow.
Yes. The API supports creating and updating contacts (POST /contacts/ and PUT /contacts/:contactId). You can automate onboarding, propagate changes from InvestNext to GHL, and keep both systems in sync. When writing data, ensure field mappings are consistent and handle conflicts gracefully to avoid duplicates.
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Complete Operations Catalog - 126 Actions & Triggers
