Use OAuth 2.0 with the GHL developer portal to grant Lofty access to contact data. Obtain client credentials, request the scope ‘contacts.readonly’, and exchange authorization codes for access tokens. Store tokens securely and refresh as needed.
Create an app entry for Lofty in the GHL developer console, copy the client ID and secret, set redirect URIs, and configure the appropriate scopes (e.g., contacts.readonly) to enable secure data access.
ENDPOINT1: GET /contacts/:contactId ENDPOINT2: GET /contacts/:contactId/tasks ENDPOINT3: GET /contacts/:contactId/tasks/:taskId ENDPOINT4: GET /contacts/:contactId/notes ENDPOINT5: GET /contacts/:contactId/notes/:id ENDPOINT6: GET /contacts/:contactId/appointments ENDPOINT7: GET /contacts/ ENDPOINT8: GET /contacts/business/:businessId ENDPOINT9: contacts.write ENDPOINT10: POST /contacts/ ENDPOINT11: PUT /contacts/:contactId ENDPOINT12: DELETE /contacts/:contactId ENDPOINT13: POST /contacts/:contactId/tasks ENDPOINT14: PUT /contacts/:contactId/tasks/:taskId ENDPOINT15: PUT /contacts/:contactId/tasks/:taskId/completed ENDPOINT16: DELETE /contacts/:contactId/tasks/:taskId ENDPOINT17: POST /contacts/:contactId/tags
Trigger: when a contact is created or updated in Lofty, push the changes to GHL Contacts to keep data consistent.
Actions: upsert the contact in GHL (create or update), push basic fields, and link related notes and tasks.
GET /contacts/:contactId to fetch and verify contact data.
Key fields: id, email, firstName, lastName, phone, customFields
Trigger: new or updated contacts in Lofty should be mirrored in GHL via POST /contacts/ or PUT /contacts/:contactId.
Actions: upsert, sync custom fields, attach notes.
POST /contacts/ and PUT /contacts/:contactId
Key fields: email, firstName, lastName, phone
Trigger: task creation or updates in Lofty should create corresponding tasks in GHL.
Actions: create/update tasks via POST /contacts/:contactId/tasks, add notes via POST /contacts/:contactId/notes.
POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes
Key fields: contactId, title, dueDate for tasks; note content.
Automate data flow without coding to keep contact data in sync.
Speed up onboarding by turning Lofty actions into GHL updates.
Reduce manual data entry and improve accuracy.
Overview of the main concepts: Contacts, Tasks, Notes, Appointments, Fields, Endpoints, Webhooks, and the authentication flow.
A record in GHL representing an individual or company you engage with.
A to-do item associated with a contact, used to track follow-ups.
A free-form piece of information logged against a contact.
A scheduled meeting or call with a contact.
Automatically push new contacts from Lofty into GHL to keep pipelines up-to-date.
Create tasks in Lofty when actions occur in GHL, ensuring timely follow-ups.
Log notes in GHL from Lofty to maintain a complete activity history.
Define scopes such as contacts.readonly and ensure redirect URIs are whitelisted.
Use sandbox/test data to validate endpoints, then switch to production and monitor.
Authentication uses OAuth 2.0. Start by creating a GHL app, obtain client ID and secret, and request the ‘contacts.readonly’ scope. Use the authorization code flow to acquire an access token, then include the token in the Authorization header ‘Bearer
Essential endpoints for basic sync include GET /contacts/:contactId to retrieve a contact, POST /contacts/ to create, and PUT /contacts/:contactId to update. For Lofty, you’ll also want GET /contacts/:contactId/tasks and POST /contacts/:contactId/tasks to manage tasks. Notes and appointments endpoints (GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments) help maintain a complete history.
Yes. You can connect without writing code by using no-code automation tools or the Lofty app’s built-in connectors to map fields and trigger webhooks. If you need deeper customization, you can use lightweight code or low-code modules to handle complex logic.
Test endpoints using a sandbox environment or a staging workspace. Validate authentication, permissions, and response formats. Check error handling, simulate edge cases, and verify data synchronization before going live.
GHL enforces rate limits per token/app. Plan requests, batch when possible, and implement exponential backoff on 429 errors. Consider caching and pagination to minimize calls and improve reliability.
Protect client credentials at all times. Use server-side storage, rotate secrets regularly, and consider IP allowlists and OAuth best practices. Monitor usage and apply least-privilege scopes to reduce risk.
Yes. Lofty can watch for changes via webhooks or polling and mirror updates to the other system. Map fields carefully to keep contacts, tasks, notes, and appointments in sync across platforms.
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Complete Operations Catalog - 126 Actions & Triggers
