Securely authorize requests between Lob and the Contacts API using standard methods such as API keys or OAuth 2.0.
Protect credentials, rotate keys regularly, and apply the least-privilege scopes to keep your Lob data safe.
Endpoints you may use include: 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 Lob, pull the latest data from the Contacts API.
Actions: retrieve contact data, sync related tasks, notes, and appointments, and reflect updates back into Lob as needed.
Method Path: GET /contacts/:contactId (for individual lookups).
Key Fields: contactId, businessId
Trigger: new contact or new task in Lob triggers create or update calls to the Contacts API.
Actions: create or update contacts, create tasks, and link notes when available.
Method Path: POST /contacts/ and PUT /contacts/:contactId/tasks/:taskId
Key Fields: contactId, taskId
Trigger: nightly or on-demand batch sync to keep Lob and Contacts API in sync.
Actions: batch fetch and update across multiple contacts and related records using the available endpoints.
Method Path: varied endpoints across the list; see ENDPOINTLIST for specifics.
Key Fields: contactId, businessId, taskId
Faster setup with visual builders so you can connect Lob to the Contacts API without writing code.
Real-time data sync minimizes manual updates and reduces data drift across systems.
Reusable workflows and scalable automation that grow with your Lob and Contacts data needs.
This section defines the elements and processes: endpoints, triggers, actions, mappings, and data fields used to enable a smooth Lob–Contacts API integration.
A person or record in Lob that you manage and sync with the Contacts API.
A specific URL path and HTTP method used to access a service function, such as retrieving a contact.
Methods like API keys or OAuth 2.0 used to verify and authorize requests between systems.
A callback URL that receives real-time updates from Lob or the Contacts API when data changes.
Use contact fields from Lob to personalize mass mailings and documents via the Contacts API.
Automatically send updates or confirmations when a contact’s status changes in Lob.
Aggregate Lob activity with Contacts API events for a single view of customer interactions.
Create or obtain API keys or OAuth credentials, then set the required scopes for Contacts access.
Choose which Lob data to pull and map fields to the Contacts API structure.
Run tests, verify data integrity, monitor logs, and go live.
You can authenticate with API keys or OAuth 2.0, depending on your setup. Ensure the app has the least privilege needed and use secure storage for credentials. If you choose OAuth, refresh tokens should be rotated regularly.
The endpoints listed in the Endpoints section enable reading and managing contacts, tasks, notes, and appointments. You can start with GET /contacts/:contactId and POST /contacts/ to create or update data as needed. Use the appropriate methods for each use case.
Yes. Map Lob fields to corresponding Contacts API fields and test with sample records. Consider using field aliases and default values to handle missing data.
Implement retry logic and exponential backoff for transient errors. Log failures for troubleshooting and alert your team on repeated failures.
Yes. Use a sandbox or test environment to validate connections, then switch to production after verifying data accuracy.
Default sync includes core contact details, tasks, notes, and appointments. You can customize mappings and select additional fields as needed.
Use the logging and monitoring features in your integration tool or Zapier-style connector to review activity, successes, and failures.
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Complete Operations Catalog - 126 Actions & Triggers
