How to connect MDirector to Contacts API

Integrate Contacts API with MDirector for seamless contact data and task synchronization.

Connecting Contacts API with MDirector: Overview

This guide walks you through authenticating, configuring endpoints, and mapping fields to move contact data between MDirector and the Contacts API. You’ll learn which endpoints to use, how to trigger data pulls, and how to keep records in sync without coding.

Authentication for Contacts API

Requests to the Contacts API require a valid API key with the appropriate scope (contacts.readonly). Store credentials securely, rotate them regularly, and apply least-privilege access.

Authentication for MDirector

Create a dedicated connection in MDirector to securely store your credentials and authorize calls to the Contacts API. Use the App Connector to manage tokens and scopes.

API Endpoints Overview

GET /contacts/:contactId — Retrieve a single contact by ID.\nGET /contacts/:contactId/tasks — Retrieve all tasks for a contact.\nGET /contacts/:contactId/tasks/:taskId — Retrieve a specific task for a contact.\nGET /contacts/:contactId/notes — Retrieve notes for a contact.\nGET /contacts/:contactId/notes/:id — Retrieve a specific note.\nGET /contacts/:contactId/appointments — Retrieve appointments for a contact.\nGET /contacts/ — List all contacts or search within Contacts API.\nGET /contacts/business/:businessId — Retrieve a contact by business context.\ncontacts.write — Create or modify contacts (within a secured context).\nPOST /contacts/ — Create a new contact.\nPUT /contacts/:contactId — Update a contact.\nDELETE /contacts/:contactId — Delete a contact.\nPOST /contacts/:contactId/tasks — Create a new task for a contact.\nPUT /contacts/:contactId/tasks/:taskId — Update a task.\nPUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed.\nDELETE /contacts/:contactId/tasks/:taskId — Delete a task.\nPOST /contacts/:contactId/tags — Add a tag to a contact.

Top 3 connections between Contacts API and MDirector

Fetch a Contact by ID

Trigger: When a contactId is provided from MDirector, pull the full contact record from the Contacts API.

Actions: Map core fields (name, email, phone) to MDirector; create or update the contact record.

GET /contacts/:contactId

contactId, firstName, lastName, email, phone

Top 3 connections between Contacts API and MDirector

Fetch contact tasks

Trigger: Retrieve the list of tasks for a contact when requested.

Actions: Sync task list with MDirector tasks; map status and due dates.

GET /contacts/:contactId/tasks

taskId, title, status, dueDate, completed

Top 3 connections between Contacts API and MDirector

Fetch a specific contact task

Trigger: When a single task is requested in MDirector for a contact.

Actions: Retrieve task details and update task state in MDirector.

GET /contacts/:contactId/tasks/:taskId

taskId, title, status, dueDate, notes

No-code benefits of this GHL integration with MDirector

No-code integration lets non-developers connect the Contacts API with MDirector using a visual, drag-and-drop workflow.

Automated data synchronization reduces manual data entry and keeps records consistent across platforms.

Faster onboarding and easier maintenance thanks to centralized configuration.

Key terms and glossary

This glossary covers endpoints, triggers, actions, authentication methods, and field mappings used to connect GHL’s Contacts API with MDirector.

API Endpoint

A specific URL path used to perform an action against an API, such as GET /contacts/:contactId.

Trigger

An event that starts an automation or data sync, such as requesting a contact’s details from Contacts API.

Authentication

The process of proving identity to access API resources, typically via API keys or OAuth tokens.

Data Mapping

The process of aligning fields between systems so data transfers correctly.

People also Search for:

3 Creative ideas for connecting Contacts API with MDirector

Automated contact enrichment

Pull real-time contact details from the Contacts API and enrich MDirector profiles on the fly.

Task-driven automation

Create or update MDirector tasks based on changes detected in Contacts API to maintain momentum.

Notes and activity history

Sync notes, calls, and appointments to build a complete activity history in MDirector.

3 Steps to Connect Contacts API with MDirector

Step 1: Gather API credentials

Obtain your Contacts API key with the necessary scope (contacts.readonly) and store securely.

Step 2: Configure App Connector

In MDirector, create a new connection using your API key, base URL, and authentication method.

Step 3: Test and go live

Test endpoints (for example GET /contacts/:contactId) to verify mappings and data flow before going live.

Frequently Asked Questions

What is the scope of the Contacts API integration?

The Contacts API integration focuses on read-only access to contact data to keep information in sync. If you need write permissions, you would require elevated privileges and a security review to enable additional scopes. Always operate with least-privilege access.\nBy design, this setup emphasizes retrieving contacts, tasks, notes, and related data to populate MDirector without making uncontrolled changes to source data.

Available endpoints are listed in the Endpoint Reference section and include fetching a contact by ID, retrieving tasks and notes for a contact, and managing basic contact records. Use the base URL provided in your app credentials and pass the correct contactId or businessId as needed.\nIf you need to write data, ensure the appropriate permissions (contacts.write) are granted and that your app adheres to your security policies.

Authenticate to the Contacts API using your API key with the correct scope (contacts.readonly). In MDirector, configure a connection that stores and rotates credentials securely. OAuth may be used depending on your setup, but API keys are the common approach for this integration.\nAlways protect tokens, rotate credentials regularly, and monitor for unusual activity.

Yes, if your integration has the necessary permissions (e.g., contacts.write). In that case, you can create or update contacts from MDirector by sending POST, PUT, or DELETE requests through the Contacts API. Ensure changes are logged and audited.\nFor safety, enforce validation and field mappings to avoid data corruption.

Yes. This is designed as a no-code integration using connectors and mappings in MDirector. You can set up endpoints, triggers, and actions without writing code.\nUtilize the App Connector to configure authentication, field mappings, and data flows with a few simple steps.

Map fields between MDirector and the Contacts API to ensure data consistency. Typical mappings include contactId, firstName, lastName, email, and phone, along with taskId, title, status, and dueDate for task objects.\nAlways validate mappings in a test run before going live to prevent mismatches.

Endpoint references are available in the API Endpoints Overview section of this page. You can also refer to your API documentation or the endpoint reference in the app connector settings for details on required parameters and response shapes.\nIf you need examples, start with GET /contacts/:contactId to verify authentication and basic data retrieval.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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