Start by obtaining an OAuth token from GHL with the required scope such as contacts.readonly, then securely store the token for IXACT connections.
Connect IXACT to GHL by configuring the connector to use the GHL OAuth token and refresh token to maintain 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: when a new or updated contact is detected in IXACT or GHL, fetch the latest data.
Actions: pull data via GET /contacts/:contactId and push updates to the corresponding IXACT profile, then mirror notes and tasks if needed.
GET /contacts/:contactId
Key fields: id, name, email, phone, company, jobTitle
Trigger: updates in IXACT trigger a sync to GHL.
Actions: use PUT /contacts/:contactId to update, then reflect changes in GHL, including related notes and tasks.
PUT /contacts/:contactId
Key fields: id, lastModified, fields mapped to GHL profile
Trigger: new or updated tasks in IXACT start a replication in GHL.
Actions: create tasks in GHL via POST /contacts/:contactId/tasks; tag management via POST /contacts/:contactId/tags; note handling can be extended as endpoints allow.
POST /contacts/:contactId/tasks
Key fields: taskId, title, dueDate, status
Deploy quickly without custom code, enabling rapid ROI and faster time to value.
Automated data synchronization reduces manual entry and human error across systems.
Centralized workflows ensure consistent data and activity across IXACT and GHL.
This section defines core concepts and processes used to connect IXACT to GHL via the API and how data flows between endpoints.
API stands for Application Programming Interface and defines how software components interact.
Authentication verifies identity and grants access to resources.
An endpoint is a URL path in an API that performs a specific function.
OAuth is an open standard for token-based authorization.
Set up a live sync so updates in IXACT reflect in GHL and vice versa for consistent data across platforms.
Configure automatic task creation in GHL when IXACT tasks are created, with notes linked to the relevant contact.
Use ready-to-use field mappings to speed setup and ensure data stays in sync.
Obtain a GHL OAuth token and configure IXACT to use it for API calls.
Choose which contact fields sync in each direction and set up mapping rules.
Run test syncs, set up alerts, and monitor for conflicts.
No coding is required if you use the no code connectors in IXACT and GHL. The setup guide provides step by step directions to authorize and map fields. If you have developers, you can customize mappings and automate more complex flows. The goal is a seamless user experience with minimal setup time.
The core scope starts with contacts.readonly to fetch contact data. If you need to update data, you may request contacts.write. Always apply least privilege and renew tokens securely.
OAuth tokens expire periodically. Use refresh tokens to renew access before expiry and store credentials securely. The IXACT connector should automatically refresh tokens and reauthenticate as needed.
Yes, you can sync tasks and, where supported, notes. Tasks are available via POST /contacts/:contactId/tasks and notes can be aligned with available endpoints. If notes creation isn’t exposed in this version, plan for an update or alternative workflow.
Available endpoints include retrieving contacts, tasks, notes, and appointments, updating contacts, deleting items, and tagging contacts. The list shown in the Endpoint List covers the primary paths for IXACT to GHL integration.
Rate limits depend on your GHL plan. Typical limits are designed for normal workloads; for higher needs, contact support to discuss higher quotas or usage patterns.
To test the connection, create a staging contact in IXACT, run a test sync, verify the data in GHL, and check both systems for consistency. Use logging and alerts to monitor any discrepancies.
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Complete Operations Catalog - 126 Actions & Triggers
