Authenticate using your API credentials with the scope ‘contacts.readonly’.
Grant KanbanFlow the required permissions to read and manage contact data, while keeping tokens secure.
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/:contactId, 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 in KanbanFlow, fetch the contact and related tasks from GHL.
Actions: Get contact, Get tasks, Get notes.
Methods: GET /contacts/:contactId, GET /contacts/:contactId/tasks
Key fields: contactId, taskId, businessId
Trigger: when a new task is created or updated in KanbanFlow, sync with GHL via POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Actions: Create Task, Update Task, Set Completed
Methods: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, status, dueDate
Trigger: open a contact to pull notes and tags from GHL.
Actions: Get notes, Get tags
Methods: GET /contacts/:contactId/notes; POST /contacts/:contactId/tags
Key fields: contactId, noteId, tagId
Automate data flow between KanbanFlow and GHL to keep contacts, tasks, and notes in sync without writing code.
Gain real-time visibility into contact activity and task status across both systems.
Secure, centralized access with minimal setup and token management overhead.
Definitions of core elements and processes used in connecting the GHL Contacts API with KanbanFlow.
Application Programming Interface: a set of endpoints and protocols to access data or perform actions in a service.
OAuth 2.0 is a standard for securely authorizing access tokens for APIs.
A URL pattern that exposes a specific function of the API.
A mechanism for servers to send real-time notifications to your app.
Automatically pull contact data and related tasks into KanbanFlow when a new contact is added in GHL.
Bring notes and tags from GHL into KanbanFlow for better collaboration.
Keep tasks in KanbanFlow and GHL in sync with minimal effort.
Obtain API credentials and authorize KanbanFlow to access the Contacts API.
Map KanbanFlow fields to GHL endpoints like GET /contacts/:contactId and POST /contacts/.
Run tests, fix mappings, and enable the integration in production.
You can access contacts, tasks, notes, and more through the GHL Contacts API from KanbanFlow. Use endpoints such as GET /contacts/:contactId and GET /contacts/:contactId/tasks to retrieve data and drive automation.
Yes, you will typically need a GHL developer account and proper API credentials to authenticate requests. Create an app in GHL to obtain client credentials and assign the needed scopes.
Store tokens securely using encryption and rotate them regularly. Use OAuth flows or API keys per your setup and follow best practices.
Depending on your permissions, you can create and update contacts and tasks using POST and PUT endpoints. Always respect scope and rate limits and test thoroughly.
For syncing, focus on endpoints like GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. Plan data flows and avoid unnecessary writes.
You can filter by businessId using GET /contacts/business/:businessId to segment data. Use tags via notes and tags endpoints as needed.
Rate limits vary by plan; monitor responses and implement backoff. Contact support if you hit limits or need higher quotas.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
