How to connect Knowify to Contacts API

Seamless Knowify x Contacts API integration for synchronized contacts, tasks, notes, and appointments.

Connecting Knowify with the Contacts API

This guide shows how Knowify connects to the Contacts API to read contact data and related records such as tasks, notes, and appointments. Use the endpoints listed to fetch and sync information securely.

Authentication for the Contacts API

Access requires an OAuth token with the scope contacts.readonly to read contact data and related records.

Knowify authentication

To connect, authorize Knowify to access your GHL Contacts API data using your app credentials. The connection uses a Bearer token with the configured scope and should be kept secure.

Supported Endpoints for Knowify with Contacts API

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, 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

Top 3 connections between Knowify and Contacts API

Real-time contact synchronization

Trigger: When a contact is created or updated in Knowify, propagate changes to the Contacts API.

Actions: Create or update the corresponding contact in the Contacts API; refresh related tasks, notes, and appointments.

Method path: PUT /contacts/:contactId

Key fields: contactId, firstName, lastName, email, phone, organizationId

Top 3 connections between Knowify and Contacts API

Task and note synchronization

Trigger: When a task or note is created or updated in Knowify for a contact.

Actions: Create or update corresponding tasks and notes in the Contacts API.

Method path: POST /contacts/:contactId/tasks

Key fields: contactId, taskId, taskTitle, taskStatus, dueDate, notes

Top 3 connections between Knowify and Contacts API

Appointment sync and calendar alignment

Trigger: When an appointment is scheduled in Knowify for a contact.

Actions: Create or update appointments in the Contacts API; reflect changes back to Knowify.

Method path: GET /contacts/:contactId/appointments

Key fields: contactId, appointmentId, startTime, endTime, location

No-code benefits of Knowify + Contacts API

No-code setup: Connect Knowify to the Contacts API with guided steps—no custom code required.

Faster onboarding: Start syncing critical data in minutes, not hours.

Automated data integrity: Keep records consistent across Knowify and the Contacts API.

Key Terms and Glossary

This section defines core elements and processes you will encounter when connecting Knowify with the Contacts API, including endpoints, triggers, and data fields.

API Endpoint

A specific URL and HTTP method that allows you to access or modify a resource in the GHL API, such as GET /contacts/:contactId.

Contact

A person or organization in the Contacts API that Knowify can read or update, including associated tasks, notes, and appointments.

OAuth Scope

Permissions granted to an app to access specific data in GHL; in this page, the scope is contacts.readonly.

Bearer Token

An access token used to authorize API requests on behalf of a user; keep it secret.

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Creative ideas for integrating Knowify with Contacts API

Automated contact enrichment

Automatically pull enriched contact data from Knowify into the Contacts API to keep records up to date without manual input.

Task-driven automation

Create and update tasks in Knowify based on changes in contact data in the API to streamline workflows.

Calendar and appointment sync

Sync appointments between Knowify and the Contacts API so calendars stay aligned across systems.

Three steps to connect Knowify with the Contacts API

Step 1: Create a new API connection

In Knowify, go to Integrations and add a new connection to the GHL Contacts API using your app credentials.

Step 2: Authorize access

Authorize Knowify to access your Contacts data with the scope contacts.readonly.

Step 3: Test and deploy

Run validation tests to confirm endpoints return expected data, then enable automatic syncing.

Frequently Asked Questions

Is this integration read-only?

Yes. The integration uses the contacts.readonly scope, which allows Knowify to read contact data and related records without making changes. This ensures you can verify data flows without risking unintended edits. If you need write access, you would adjust the scope accordingly and follow best-practice security guidelines.

The available read endpoints include fetching contacts, tasks, notes, and appointments. Some endpoints are write operations (POST, PUT, DELETE) and require elevated permissions. Review the Endpoint List to understand which actions are allowed under your current scope.

No coding is required for standard syncing via the app connector. The no-code setup guides you through creating the connection, authorizing access, and validating data. If your needs go beyond standard mappings, you can explore custom fields or advanced mappings, but it is optional.

Yes. You can map essential fields like firstName, lastName, email, and phone between Knowify and the Contacts API. Triggers and field mapping can be customized in the integration settings to fit your workflow.

Check integration logs in Knowify, verify the Bearer token and scope, and test endpoints with sample data. If issues persist, review API responses for errors, consult the plugin documentation, or contact support.

There are typical rate limits and data-volume considerations defined by the GHL API. For normal usage, the connector handles standard sync loads. If you expect high-volume activity, consider batching updates and contacting support for guidance.

Connections use HTTPS encryption and OAuth tokens for security. Tokens should be rotated regularly and stored securely. Only grant the minimum required permissions (least privilege) to reduce risk.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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