Use the provided API credentials with the Contacts API. Ensure the requested scope is enabled (for example, contacts.readonly) and store tokens securely in your integration.
In Join It, connect the Join It app to the Contacts API using OAuth2 or API key-based auth as supported, and test the connection to confirm data access.
Endpoints covered include: 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, and standard CRUD operations like POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, plus task and notes endpoints such as POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, and POST /contacts/:contactId/tags.
Trigger: a new contact is created in the Contacts API.
Actions: automatically add the contact to a Join It workflow, assign tasks, and sync basic details.
Method paths: POST /contacts/ to create, PUT /contacts/:contactId to update.
Key fields: contactId, email, firstName, lastName, status.
Trigger: a new task is created or updated for a contact.
Actions: create or update corresponding tasks in Join It, update progress, notify stakeholders.
Method paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: taskId, contactId, status, dueDate.
Trigger: new notes or appointments are added in the Contacts API.
Actions: sync notes and appointments to Join It, attach to contact history, create related tasks.
Method paths: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Key fields: id, date, type, content.
Automate repetitive data entry and syncing without writing code.
Build end-to-end workflows that scale with your contact volume.
Maintain a single source of truth across your CRM and automation platform.
This glossary explains core elements and processes you’ll encounter when integrating the Contacts API with Join It.
An interface that lets programs talk to services over HTTP.
A specific URL that performs an action on the API.
A URL that the API calls to notify you about events.
The process of proving identity to access the API.
Capture new leads from forms, events, or emails and auto-create or update contacts in Join It.
Orchestrate onboarding, follow-ups, and renewal tasks by syncing with Contacts API data.
Bridge notes and meeting summaries into Join It to keep the team aligned.
Register the app in the Contacts API and grant the appropriate scope (readonly) for data access.
Set up triggers for new contacts, tasks, notes, and appointments to kick off Join It automations.
Map key fields (contactId, email, status) and run end-to-end tests to ensure data flows correctly.
No, coding is not required for basic automations. The platform provides a no-code connector with triggers, actions, and mappings. For advanced scenarios, you can customize with transformations. The aim is to empower non-developers to automate routine tasks.
Supported methods typically include OAuth2 and API key-based authentication. The exact options depend on your Contacts API setup. Always store credentials securely and rotate keys as recommended.
Start with pulling essential data using GET endpoints such as /contacts/:contactId and /contacts/:contactId/notes to map fields. Then add create/update actions like POST /contacts/ and PUT /contacts/:contactId to begin syncing changes.
Use built-in retry logic and clear error messages. Monitor rate limits in the Join It dashboard and implement backoff strategies for heavy usage. Log failures for audit and troubleshooting.
Yes. The connector supports custom field mapping and transformation rules, allowing you to align data between the Contacts API and Join It to fit your data model.
Data is transmitted over HTTPS with token-based authentication and principle of least privilege. The integration can be audited for compliance with your internal standards.
Yes. Look for templates and example workflows in the connector documentation or templates library to accelerate setup and testing.
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