To access the Contacts API from Mailsuite, generate an API key or OAuth token with the required scope (start with contacts.readonly). Store credentials securely, rotate keys regularly, and validate permissions with sample requests before going live.
In Mailsuite, connect using either OAuth or an API key, grant least-privilege access, and store credentials securely. Enable IP allowlisting and optional webhooks to ensure a secure, reliable integration.
– 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: a contact is created or updated in Contacts API
Actions: push updates to Mailsuite, create follow-up tasks, or update notes
GET /contacts/:contactId
Key fields: id, email, name
Trigger: new or updated tasks in Contacts API
Actions: create or update tasks in Mailsuite, set due dates, update status
POST /contacts/:contactId/tasks
Key fields: taskId, title, status, dueDate
Trigger: notes created or updated in Contacts API
Actions: create or update notes in Mailsuite, attach to contact timeline
POST /contacts/:contactId/notes
Key fields: id, noteId, content, timestamp
Zero-code automation to streamline contact-driven workflows
Faster onboarding and seamless data synchronization across platforms
Improved collaboration with real-time updates and dashboards
A concise glossary of the terms and processes used in this guide to help you build confidence with the integration.
Application Programming Interface that enables software components to communicate.
Token-based authentication standard that authorizes apps without sharing passwords.
A push mechanism where one app notifies another of events in real time.
A specific URL path in an API that performs an action or returns data.
Use a new contact trigger to send a welcome email and set up a task for your team in Mailsuite.
Sync task status and due dates to ensure timely follow-ups in Mailsuite.
Aggregate notes from Contacts API into a comprehensive activity timeline in Mailsuite.
Obtain API credentials and authorize Mailsuite to access Contacts data.
Align contact fields between systems (name, email, phone, notes).
Run tests, verify data integrity, and deploy to production with monitoring.
No extensive coding is required for this integration. Mailsuite provides no-code mapping and triggers that connect with the Contacts API. If you have basic comfort with OAuth or API keys, you can set up secure connections in minutes. For advanced flows, you can add simple automation rules that respond to contact events without writing code. Two short paragraphs here describe setup and validation steps to calm beginners.
You can sync core contact data (name, email, phone), tasks, notes, and appointment data. The integration can also push updates back to Mailsuite to keep activity histories current. Two short paragraphs here explain typical data payloads and field mapping considerations.
Yes. You can trigger actions in Mailsuite when a contact or related task is created or updated in the Contacts API. Two short paragraphs describe common use cases like automatic task creation on lead creation and note updates.
Security is enforced via API keys or OAuth tokens, with least-privilege access. Use HTTPS for all calls, enable IP allowlisting, and rotate credentials regularly. Two short paragraphs cover encryption at rest and in transit and best practices for sensitive data.
The most commonly used endpoints are GET /contacts/:contactId, POST /contacts/, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/notes. Two short paragraphs explain typical data flows and why these endpoints are essential.
Yes, you can filter and segment data using query parameters and by configuring filters in Mailsuite workflows. Two short paragraphs discuss practical examples like limiting sync to updated contacts within a date range.
A sandbox or test mode is often available. You can test with test credentials and mock data before going live. Two short paragraphs outline how to set up a test environment and validate results.
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