Access to the Contacts API is secured with API keys or OAuth tokens. Include a valid token in the Authorization header for every request, and scope your tokens to contacts.readonly or higher as needed.
Mattermost integration uses a token or webhook secret to verify requests from GHL. Generate a token or webhook URL secret and store it securely in your app configuration.
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — Get tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task; GET /contacts/:contactId/notes — List notes for a contact; GET /contacts/:contactId/notes/:id — Retrieve a specific note; GET /contacts/:contactId/appointments — Get appointments for a contact; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — Get contacts for a business; contacts.write — Create or update; POST /contacts/ — Create a contact; PUT /contacts/:contactId — Update a contact; DELETE /contacts/:contactId — Delete a contact; POST /contacts/:contactId/tasks — Create a task for a contact; PUT /contacts/:contactId/tasks/:taskId — Update a task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark task completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add tags to a contact
Trigger: viewing a contact in Mattermost prompts a GET /contacts/:contactId/tasks request to populate the task list in the chat.
Actions: fetch tasks, render in channel, and optionally update status back to the API via PUT /contacts/:contactId/tasks/:taskId if needed.
GET /contacts/:contactId/tasks
contactId, taskId, status
Trigger: select a contact to pull notes via GET /contacts/:contactId/notes
Actions: display notes in a Mattermost thread; allow quick access to note IDs for updates.
GET /contacts/:contactId/notes
contactId, id
Trigger: user creates a task in Mattermost which maps to POST /contacts/:contactId/tasks
Actions: create task in Contacts API and return the created task details to the user
POST /contacts/:contactId/tasks
contactId, title, dueDate
Automates data flow between Contacts API and Mattermost without writing code, saving time for your team.
Enables real-time updates and collaboration by surfacing contact activity in chat channels.
Improves workflow efficiency with synchronized data across platforms.
Key elements and processes explained to help you design and operate the integration.
Application Programming Interface: a defined set of rules that lets different software systems communicate.
A specific URL path in an API used to perform a function or retrieve data.
Methods to prove identity and permissions, such as API keys, OAuth tokens, or webhook secrets.
A mechanism to deliver real-time data by sending a HTTP POST to a configured URL when an event occurs.
Push contact updates, notes, or tasks from the GHL Contacts API to a dedicated Mattermost channel or thread for real-time visibility.
Notify teams when new tasks are created or completed to keep everyone aligned.
Post concise notes and activity summaries to Mattermost for quick references.
Create an API key for the Contacts API and add it to your Mattermost app credentials securely.
Configure inbound/outbound webhooks and map events to Mattermost actions.
Run test scenarios, verify responses, and monitor for failures; rotate credentials as needed.
You can leverage no-code tools or direct API calls to set up the integration. Basic familiarity with webhooks and API tokens helps, but many teams use connectors to minimize coding. Start with read-only access to explore data flow, then elevate permissions as needed. The goal is to empower teams to view and act on contact data within Mattermost without building a custom backend.
Endpoints include retrieving contacts, tasks, notes, and basic CRUD operations on contacts. The list also covers business-level queries and task management actions. While you may not use every endpoint, knowing the full set helps you design flows that match your team’s needs. Always refer to your API docs for exact request/response structures.
Security is achieved through tokens, API keys, and webhook secrets. Rotate credentials regularly and limit scopes to the minimum required. Use encrypted storage for keys and implement least-privilege access in Mattermost and your API gateway. Monitor for unusual activity and enforce proper endpoint-level permissions.
Yes. You can create notes or tasks by sending the appropriate request to the Contacts API from Mattermost, then display results in the conversation. This keeps teams aligned and reduces context switching. Ensure you have the correct permissions to write notes or tasks.
Requests are authenticated using API keys or OAuth tokens for the Contacts API, and a token or webhook secret for Mattermost. Include the token in the Authorization header and verify webhook signatures as part of your security checks. Regularly rotate secrets and monitor access logs.
Yes. Depending on permissions, you can update contact fields or create tasks from Mattermost. Use the corresponding API endpoints (PUT for updates, POST for new items) and confirm updates are reflected in the source data. Implement confirmation messages to avoid duplicate edits.
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Complete Operations Catalog - 126 Actions & Triggers
