Access to the Contacts API is secured by API keys or OAuth tokens. Include the token in request headers and scope requests to contacts.readonly to limit access.
LionDesk requires its own API credentials. Create an app, request tokens with the appropriate scope, and use them when pairing with the GHL endpoints.
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
Trigger when a contact is created or updated in LionDesk to keep GHL in sync.
Create or update the corresponding contact in GHL, and push relevant notes and tasks as needed.
Example call: GET /contacts/:contactId to pull the latest contact data for sync.
id, name, email, phone, tags, notes, tasks
Trigger on task changes in either system to keep tasks aligned.
Create, update, or complete tasks in both systems to reflect state.
Calls include POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId for updates.
taskId, title, dueDate, status, relatedContactId
Trigger when notes or tags are added or updated in LionDesk.
Sync notes via GET/POST to /contacts/:contactId/notes and apply tags accordingly.
Example: GET /contacts/:contactId/notes and POST /contacts/:contactId/notes to add entries.
noteId, id, content, createdAt
Fast setup with visual builders—no coding required to start syncing data.
Automated data synchronization reduces manual data entry and errors.
A unified view of contacts, tasks, notes, and tags across LionDesk and GHL.
Understand the core terms: endpoints, authentication, scopes, rate limits, and data fields that appear in this integration.
A set of rules and endpoints that allow apps to request, fetch, or modify data programmatically.
A specific URL path that performs a defined action in the API, such as retrieving a contact or creating a task.
A standard authorization framework that grants access tokens without sharing passwords.
A data object like a contact, task, or note managed by the API.
Set up a workflow where new LionDesk contacts are created in GHL and receive a tailored sequence of messages.
Automatically generate follow-up tasks in LionDesk when a contact reaches a stage in GHL.
Consolidate notes from LionDesk and GHL into a single searchable history per contact.
Create an app in each system, obtain API keys, set scopes to contacts.readonly, and test connectivity.
Match GHL contact fields to LionDesk fields (name, email, phone, notes, tasks) for accurate syncing.
Enable automatic syncing, set up retries, and review logs to ensure reliability.
Minimal to no coding is required. Start with the visual app builder to configure triggers and actions. Use the endpoints to pull or push data as needed and test in a safe sandbox before going live.
Use API keys or OAuth tokens with proper scopes. Store tokens securely and rotate them regularly. Include the access token in the Authorization header for each request.
Focus on GET /contacts/:contactId to retrieve details, POST /contacts/ to create, and PUT /contacts/:contactId to update. For tasks, use POST and PUT to manage task items and completions.
Yes. You can push notes to LionDesk and pull notes back to GHL. Map note content and IDs to ensure correct associations.
API call frequency depends on plan limits. Start with a conservative interval and increase as your synchronization needs grow, monitoring usage in the dashboard.
Yes. Expect standard rate limits. If you approach the limit, implement backoff and retry logic, and consider paging large data sets.
Check token validity, verify endpoint paths, confirm scopes, and review error messages. Ensure your app IDs and secrets are correct and that you are hitting the correct environment (sandbox vs production).
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
