Authenticate requests with a valid API key and an OAuth token scoped to contacts.readonly. Store credentials securely and rotate keys regularly.
Magicplan access is secured with its own API token or OAuth credentials. Treat credentials as sensitive and avoid exposing them in public apps.
Common endpoints 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. Note that some actions require the contacts.write permission.
Trigger when a contact is created or updated in the GHL Contacts API to refresh the corresponding record in magicplan
Actions include reading the contact from GHL and updating the magicplan record via PUT /contacts/:contactId to keep fields in sync
Example path: PUT /contacts/:contactId in magicplan to update details; GET /contacts/:contactId to fetch data
Map name, email, phone, company
Trigger when a new or updated task is created for a contact in GHL
Use POST /contacts/:contactId/tasks to push tasks and PUT /contacts/:contactId/tasks/:taskId to update as needed
Example: POST /contacts/:contactId/tasks
taskId, title, dueDate, status
Trigger when notes are added or updated for a contact in GHL
Use POST /contacts/:contactId/notes to push notes and GET /contacts/:contactId/notes to verify
Example: POST /contacts/:contactId/notes
noteId, content, createdAt
Automate routine workflows without writing code
Keep data synchronized across systems to reduce manual entry
Accelerate onboarding and improve data accuracy
Below are essential terms and processes to understand when building GHL to magicplan connections
A set of rules that allow software components to communicate and exchange data
Verifying identity and securing access to resources using tokens or keys
A URL path where an API resource can be accessed or an action performed
An authorization framework that enables secure access via tokens without sharing passwords
Automatically create a magicplan contact card whenever a new contact is added in GHL, ensuring consistency across systems
Push tasks from GHL into magicplan so teams can track progress in one place
Bridge notes from GHL to magicplan to keep all context in one record
Obtain a GHL API key and a magicplan API token, then set up secure storage
Map fields such as name, email, phone, company, and notes between systems
Test end-to-end flows and enable automation with triggers and error handling
To connect magicplan to the Contacts API you will need a GHL API key and a magicplan API token. Use OAuth or token-based authentication depending on your setup, and grant the minimum scope contacts.readonly for reading data. Store credentials securely and rotate them regularly. The GHL admin can provide the API key and ensure magicplan is authorized to access the Contacts API.
Start with retrieving a contact’s details using GET /contacts/:contactId and, if needed, its related tasks and notes to establish mappings. Expand to create, update, and delete as required using POST and PUT endpoints for contacts and their tasks. Test mappings with a small dataset before broader rollout.
Yes. No-code automation is possible using connectors that wrap API calls. You can chain triggers and actions between GHL and magicplan without custom code, using tools like Zapier or similar platforms.
Protect credentials by using API keys and OAuth tokens, storing them securely, and granting least privilege scopes. Use server side proxies if exposing tokens in client apps, rotate keys regularly, and monitor for unusual activity.
To update a contact or task, call the appropriate PUT endpoint with the resource ID and the fields you want to modify. For tasks you can also mark completion via PUT /contacts/:contactId/tasks/:taskId/completed. Validate responses and handle errors gracefully.
Test in a staging environment with sample data. Validate data mappings, end-to-end flows, and error handling. Run a pilot with a small subset of records before going live.
Endpoint rate limits and error codes are documented in the API docs. Implement exponential backoff on 429 errors and provide clear user guidance for retries and failures.
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Complete Operations Catalog - 126 Actions & Triggers
