Use OAuth 2.0 with the scope contacts.readonly to securely access contact data from the Contacts API.
Kantata OX authenticates with GHL via OAuth and API key pairing. Ensure tokens refresh automatically and permissions align with the read only scope.
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 contacts.write 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 Kantata OX to pull the latest data from the Contacts API.
Actions: Sync contact details along with related tasks, notes and appointments to Kantata OX.
GET /contacts/:contactId
contactId, name, email, phone, lastModified
Trigger: When a contact’s task list changes or on demand.
Actions: Pull and map tasks for the contact; update status and due dates.
GET /contacts/:contactId/tasks
contactId, taskId, status, dueDate
Trigger: Note or appointment changes for a contact.
Actions: Sync notes and appointments to Kantata OX timelines.
GET /contacts/:contactId/notes
contactId, noteId, updatedAt
No-code automation lets you build data flows visually without writing code, speeding up setup and iteration.
Unified data across Kantata OX and the Contacts API ensures consistent records and up-to-date insights.
Secure access with OAuth 2.0 and scoped permissions provides robust security and easy token management.
This glossary defines terms used in the Kantata OX and Contacts API integration and describes data flow processes.
A standard authorization framework that enables secure access to Contacts data via tokens and scopes.
A specific URL path and HTTP method used to perform an action against the Contacts API.
Permissions granted to an app to access data; in this page the scope is contacts.readonly.
A callback URL that notifies your app of changes in the Contacts data.
Automatically compile a daily digest of contact updates from the Contacts API and display it in Kantata OX.
Trigger a task sync to pull the latest tasks for a contact when needed.
Merge notes and appointments into a single timeline in Kantata OX for each contact.
Set up OAuth 2.0 with the Contacts API scope and authorize Kantata OX.
Add and test endpoints such as GET /contacts/:contactId and related resources.
Map fields like contactId name email and test end-to-end with sample data.
Read only means the app can fetch data but not modify it. In this integration the Contacts API scope is set to contacts.readonly so Kantata OX can view contacts tasks notes and events without writing changes. If you later need to modify data, you would switch to a write scope and update permissions accordingly. Always test in a staging environment before moving to production to avoid unintended changes.
Yes you can test using a sandbox or test endpoints and sample data to verify flows. During testing avoid modifying real records and monitor the activity logs for any unexpected behavior. After successful testing, apply changes to production with proper approvals.
The integration supports core endpoints such as GET /contacts/:contactId and related resources like tasks notes and appointments. If you need additional endpoints, you can extend the workflow to include them and adjust field mappings accordingly.
OAuth 2.0 provides a secure standard authentication flow with access and refresh tokens. Tokens expire and should be refreshed automatically. Keep client secrets secure, rotate keys regularly, and monitor for unusual activity.
Common issues include invalid tokens insufficient scopes incorrect endpoint URLs or mismatched field mappings. Check the authentication status verify the scopes, review endpoint paths, re-authenticate if needed, and consult the logs for detailed error messages.
Yes you can customize how data maps between the Contacts API and Kantata OX. Use transformation steps in your workflow to rename fields format data and set default values to ensure consistent records.
API call logs can usually be found in the GHL workspace or Kantata OX app logs. Enable verbose logging if available and export logs for deeper debugging to identify failed calls and root causes.
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