Authenticate requests using your API key and OAuth credentials. Always use HTTPS, rotate credentials regularly, and respect the scopes granted to your integration.
Invision Community must securely authorize API calls with app credentials or OAuth. Store tokens securely and monitor usage to prevent abuse.
– 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: when a contact is opened or updated in Invision Community, fetch the latest data from the Contacts API.
Actions: GET /contacts/:contactId to retrieve a contact, GET /contacts/:contactId/tasks to pull tasks, GET /contacts/:contactId/notes to pull notes.
Method paths: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, email, firstName, lastName
Trigger: when tasks or notes are created or updated for a contact in Invision Community.
Actions: GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/:contactId/tasks to create new tasks.
Method paths: GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/:contactId/tasks
Key fields: contactId, taskId, id
Trigger: a new user signs up in Invision Community.
Actions: POST /contacts/ to create a contact, optionally assign initial tags.
Method path: POST /contacts/
Key fields: email, firstName, lastName
Automate real-time contact syncing between platforms without manual data entry.
Access and manage tasks and notes from a single interface, increasing team productivity.
Improve data accuracy with centralized updates and versioned history.
Core elements and processes used throughout this guide, including endpoints, triggers, actions, and data fields.
A person record stored in the Contacts API containing identifying details and profile data.
A specific URL in the API that performs a defined operation.
An event that starts a workflow or data synchronization.
An operation the API can perform (GET, POST, PUT, DELETE) to interact with data.
Auto-create new Invision Community users as Contacts API records to keep data synchronized across platforms.
Create tasks in response to user actions to remind teams of follow-ups.
Sync notes and activities into the Invision Community activity feed for visibility.
Obtain credentials and set the proper scopes; securely store tokens.
Select endpoints you need and configure webhook listeners for real-time data.
Run test requests against a staging environment and verify data integrity.
The Contacts API allows read and write access to contact data, tasks, notes, and appointments associated with each contact within Invision Community. You can retrieve, create, update, and delete records as permitted by your API token. Always validate input data and handle errors gracefully.
Authentication is performed via API keys and OAuth tokens. Store credentials securely, rotate keys regularly, and use HTTPS for all requests. If you hit rate limits, implement retries with backoff.
Common endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId. The endpoint list also includes notes, tags, and appointments as needed.
Yes. Use POST /contacts/ to create new contact records from Invision Community signups, or update existing records with PUT /contacts/:contactId.
Respect API rate limits, implement exponential backoff, and log errors. Use proper error handling and retry logic to ensure data consistency.
No heavy coding is required if you use native connectors or low-code automation. For custom workflows, some scripting may be helpful.
API documentation, SDKs, and community support are available on the developer portal. You can also contact support for specific integration questions.
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Complete Operations Catalog - 126 Actions & Triggers
