Access the Contacts API securely with OAuth 2.0 via your GHL account. Keep tokens confidential and implement token refresh workflows.
Create a Jotform API key (read/write) and store it securely. Use the key to authorize requests sent from the GHL-Jotform integration.
Endpoints used in this connection 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, GET /contacts/, 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: New or updated Jotform submissions create or refresh a contact in the CRM using the GET /contacts/:contactId endpoint (and PUT for updates).
Actions: Retrieve details with GET /contacts/:contactId and update with PUT /contacts/:contactId.
Method Path: GET /contacts/:contactId
Key fields: contactId; optional fields include tasks, notes, appointments.
Trigger: When a contact’s tasks are created or updated in Jotform or the CRM.
Actions: Get tasks with GET /contacts/:contactId/tasks and fetch a specific task with GET /contacts/:contactId/tasks/:taskId.
Method Path: GET /contacts/:contactId/tasks
Key fields: contactId, taskId, status, dueDate
Trigger: Notes or appointments are added or updated for a contact.
Actions: Get notes with GET /contacts/:contactId/notes and get appointments with GET /contacts/:contactId/appointments.
Method Path: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: contactId, noteId, appointmentId
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A quick glossary of the core elements you’ll encounter when connecting Jotform to the Contacts API, including API, endpoints, triggers, actions, and authentication.
A set of rules and protocols that let two systems communicate (Jotform and the Contacts API) securely and efficiently.
A specific URL path used to perform a function in an API (for example, /contacts/:contactId).
An event that starts an automation (for example, a new form submission).
The process of aligning data fields from Jotform with fields in the Contacts API so data transfers are correct.
Set up a workflow that creates or updates a contact in Contacts API whenever a Jotform form is submitted.
Sync changes from Contacts API back into Jotform forms where relevant, ensuring data consistency.
Prebuilt templates for lead capture, task tracking, and contact updates.
Create and authorize a Jotform API key and configure your GHL OAuth credentials.
In Zapier, select GHL as the destination and authenticate using your API keys. Create a new workflow to connect Jotform form submissions to Contacts API endpoints.
Map Jotform fields to Contacts API fields, run test submissions, and enable the workflow.
No-code approaches are enough for most standard use cases. You can connect Jotform to the Contacts API using the GHL App Connector and set up straightforward triggers and actions. If you want more complex logic, you can layer additional Zaps or automations later.
The APIs typically require OAuth 2.0 for safeguarding access. You’ll configure OAuth credentials in GHL and generate API keys for Jotform access. Store credentials securely and rotate periodically.
For creating new contacts, use POST /contacts/. For updating existing records, use PUT /contacts/:contactId. Use GET when you need to fetch details.
Yes. You can fetch related data like tasks and notes with GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes. Appointments are available via GET /contacts/:contactId/appointments.
If you hit API rate limits, implement exponential backoff and respect per-call quotas. Use cached lookups where possible and batch requests when supported.
Data syncing can be near real-time but depends on your trigger and polling setup. For immediate updates, poll frequently and map events to quick actions.
Rankr support can help: contact us via the Rankr support portal or email support@rankr.ai for setup guidance and troubleshooting.
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