To authorize Loanzify to access the Contacts API, generate credentials from the GHL developer portal, assign scopes, and securely store tokens.
In Loanzify, enter the credentials you generated for the Contacts API and test the connection to ensure proper permissions.
Available endpoints for Loanzify integration 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 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 whenever a contact is created or updated in GHL to keep Loanzify in sync.
Create or update the corresponding contact in Loanzify; optionally attach related tasks.
GET /contacts/:contactId
contactId, lastModified
Trigger when a new task is created in Loanzify.
Create or update tasks in GHL; link to the relevant contact.
POST /contacts/:contactId/tasks
contactId, taskId
Trigger when notes are added or updated in GHL.
Sync notes to Loanzify; create or update activity entries.
GET /contacts/:contactId/notes
contactId, id
Fast setup without custom coding.
Automated data flow between Loanzify and GHL.
Reduced maintenance and faster time-to-value.
Definitions of core terms used in this integration and how they relate to endpoints and data flows.
A person in your database whose information is synchronized across GHL and Loanzify.
A specific URL path that performs an action in the GHL API.
A callback mechanism for real-time updates pushed from GHL to Loanzify.
The process of proving identity and granting access to APIs.
Pull external firm data into Loanzify when a contact is created or updated in GHL.
Create Loanzify tasks from important updates in GHL to stay on top of follow-ups.
Sync notes to Loanzify so agents can see a complete activity history.
Obtain credentials for the Contacts API and authorize Loanzify to access your data.
Choose endpoints to sync (e.g., contacts, notes, tasks) and map fields.
Run tests to verify data flow and set up alerts for failures.
The Contacts API lets you retrieve and manage contact records, tasks, notes, and appointments. You can read, create, update, and delete records based on the permissions granted, enabling a complete customer view in Loanzify. This data enables rich workflows and better relationship management.
To authenticate, generate API credentials from the GHL developer portal, select the appropriate scopes, and enter them into Loanzify. The connection test will confirm access and readiness for data sync.
Yes. Rate limits apply per API token. If you hit a limit, implement exponential backoff and retries. The Loanzify dashboard shows your remaining quota and status.
Write-back is possible for create and update actions if the integration has write permissions. Use POST and PUT endpoints to modify GHL data from Loanzify.
For syncing contacts, the most relevant endpoints are /contacts, /contacts/:contactId, /contacts/:contactId/tasks, and /contacts/:contactId/notes, depending on your workflow. Map fields as needed.
In most cases you do not need to code. Loanzify offers a no-code interface to configure triggers, actions, and field mappings, making setup fast and approachable.
You can view logs in the Loanzify dashboard under Integrations > GHL Contacts API. Errors are surfaced with details, timestamps, and retry options to help you resolve issues quickly.
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Complete Operations Catalog - 126 Actions & Triggers
