Access relies on a secure API key or OAuth token. Store credentials safely and use scope: contacts.readonly to fetch data.
Kanban Tool will require its own API key or OAuth setup to authorize calls to the GHL API and to post or fetch tasks.
– GET /contacts/:contactId — Retrieve a single contact’s details – GET /contacts/:contactId/tasks — Retrieve tasks associated with a contact – GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task for a contact – GET /contacts/:contactId/notes — Retrieve notes tied to a contact – GET /contacts/:contactId/notes/:id — Retrieve a specific note for a contact – GET /contacts/:contactId/appointments — Retrieve appointments for a contact – GET /contacts/ — List all contacts – GET /contacts/business/:businessId — Retrieve contacts by business ID – POST /contacts/ — Create a new contact – PUT /contacts/:contactId — Update a contact – DELETE /contacts/:contactId — Delete a contact – POST /contacts/:contactId/tasks — Create a new task for a contact – PUT /contacts/:contactId/tasks/:taskId — Update a task for a contact – PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed – DELETE /contacts/:contactId/tasks/:taskId — Delete a task for a contact – POST /contacts/:contactId/tags — Add tags to a contact
Trigger: When a contact is updated in GHL, fetch latest tasks and update the corresponding Kanban card.
Actions: Retrieve contact data, pull related tasks, and sync them to a Kanban card as task items.
Primary API calls: GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId, name, email, phone, status, tasks
Trigger: New or updated notes on a contact
Actions: Create or attach notes to the relevant Kanban card and update card descriptions.
Primary API calls: GET /contacts/:contactId/notes and POST /contacts/:contactId/notes
Key fields: contactId, noteId, content, noteType
Trigger: New or updated tasks linked to a contact
Actions: Create Kanban tasks from contact events and keep due dates in sync.
Primary API calls: POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, title, dueDate, status
Automate data flow without writing code, keeping your Kanban board in sync with contact records.
Centralize tasks, notes, and appointments related to each contact for complete context.
Scale workflows with reusable triggers and actions to save time and reduce manual work.
A concise glossary of API terms and the core elements used in the Kanban Tool integration.
Application Programming Interface: a set of rules that allow software components to communicate with each other.
A specific URL and HTTP method used to perform an action in an API.
The process of verifying identity to access protected API resources.
A mechanism for an API to push real-time data to your app when an event occurs.
Tell a story of a sales rep whose new contact automatically spawns a Kanban card with relevant tasks and due dates.
Show how meeting notes and touchpoints flow into Kanban tasks to keep teams aligned.
Describe a scenario where changes in Contacts API push updates to Kanban in real time for instant visibility.
Create an app in GHL, generate an API key with the required scope (readonly), and securely store the key.
Set up the endpoint connections, map contact fields to Kanban card fields, and define triggers.
Run test calls, confirm data sync, and deploy the workflow for ongoing automation.
Answer: You can access contact details, related tasks, notes, appointments, and tags through the REST endpoints provided. This enables you to build a complete view of each contact within your Kanban board. Two key capabilities are retrieving a contact’s profile and pulling its associated tasks for task management. The data exposed includes identifiers, names, emails, and statuses, helping you keep context intact. Additionally, you can create or update contacts and tasks via POST and PUT endpoints to keep both systems in sync as your workflow evolves.
Answer: No-code setup is possible using Zapier-like connectors or built-in integrations. You can define triggers, actions, and mappings without writing code. If you prefer more control, you can also implement custom scripts using the provided endpoints. The goal is to enable rapid setup so you can start automating right away.
Answer: Authentication typically uses an API key or OAuth token. Ensure the token has the minimal necessary scope (e.g., readonly for data retrieval). Store credentials securely and rotate keys periodically. Some setups may require per-app tokens for Kanban Tool access as well.
Answer: Essential endpoints include GET /contacts/:contactId to fetch details and GET /contacts/:contactId/tasks to retrieve related tasks. For creating work items, POST /contacts/ and POST /contacts/:contactId/tasks are commonly used. Notes and tags endpoints are also helpful for richer context.
Answer: Yes. You can attach notes, tasks, and tags to a specific contact and propagate relevant changes to the corresponding Kanban card. This ensures that all activity remains linked to the correct contact record across systems.
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Complete Operations Catalog - 126 Actions & Triggers
