Authenticate securely using an API key and OAuth 2.0 where supported. Generate credentials in your GHL developer portal, grant the scope per your data needs (e.g., contacts.readonly), and store tokens securely. In LocaliQ, configure the connected app with these credentials to enable authorized sync.
Set up secure authentication for LocaliQ to talk to the Contacts API. Use OAuth 2.0 where supported or exchange API keys, then validate a test call to confirm access to core resources like contacts, tasks, notes, and appointments.
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 LocaliQ, fetch the latest data from the Contacts API and update LocaliQ records.
Actions: create or update contact in LocaliQ, synchronize key fields (name, email, phone) and attach related tasks or notes as needed.
GET /contacts/:contactId
id, contactId, email, firstName, lastName
Trigger: updates to contact tasks in the API propagate to LocaliQ task activity in real time.
Actions: create or update tasks in LocaliQ based on API activity, mark completed when status changes.
PUT /contacts/:contactId/tasks/:taskId
taskId, status, dueDate, title
Trigger: new or updated notes in the Contacts API appear in LocaliQ notes for the relevant contact.
Actions: create or update notes in LocaliQ, preserving timestamps and associations with contact records.
GET /contacts/:contactId/notes
noteId, timestamp, noteText
Real-time sync reduces data duplication and manual updates without writing code.
Pre-built triggers and actions let your team automate common workflows instantly.
Auditable data flows improve reporting for marketing, sales, and support teams.
This glossary covers the core elements: endpoints, triggers, actions, authentication scopes, and data mapping used to connect the Contacts API with LocaliQ.
A specific URL path used to perform an action (GET, POST, PUT, DELETE) against the Contacts API.
A standard authorization framework for secure token-based access to APIs.
An event-driven notification mechanism that pushes data from one system to another in real time.
A defined set of permissions that determine which data the app can access via the API.
When a new LocaliQ lead is captured, automatically create or update a matching contact in the Contacts API to keep data synchronized across platforms.
Pull additional profile fields from the Contacts API to enhance LocaliQ contact records for personalized outreach.
Configure triggers so tasks in LocaliQ and the Contacts API drive downstream workflows automatically.
Obtain an API key and set scope to contacts.readonly, then configure a connected app in LocaliQ with the key.
Identify the endpoints you will use (for example: /contacts/:contactId, /contacts/:contactId/tasks, etc.) and map fields like email, name, and notes.
Run tests, monitor logs, and enable automation for ongoing sync with alerts if failures occur.
No extensive coding is required; you can start with no-code workflows and simple API calls. For advanced setups, lightweight scripts can be added. This guide shows practical steps to connect with confidence. First, enable your API credentials and verify the connection. Then, build automations that map contact data to LocaliQ fields.
The Contacts API exposes endpoints to read and write contacts, tasks, notes, and appointments. You can fetch a single contact, load all contacts, and perform batch updates. Use the endpoint list to plan your data flow and field mappings. Remember to apply correct authentication and scopes.
Security is baked in via token-based authentication and scoped access. Use HTTPS for all calls and rotate keys regularly. Limit scopes to the minimum necessary and log all access attempts for auditing. If you suspect a breach, revoke credentials immediately.
Yes. Data mapping is flexible: map API fields to LocaliQ fields, transform data formats if needed, and add validation rules. Start with core fields like name and email, then expand to custom fields and notes.
Use test calls from the LocaliQ console or your integration platform. Validate authentication, endpoints, and payload formats. Check response bodies and status codes, then monitor logs to ensure successful syncs.
If an error occurs, check authentication, endpoint availability, and data format. Review error messages, retry failed calls, and consider implementing exponential backoff. Set up alerts to catch replication issues quickly.
Bi-directional sync is possible for some data types. However, some systems are single-directional. Plan your data flow and use webhooks and conflict resolution rules to manage differences.
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Complete Operations Catalog - 126 Actions & Triggers
