How to Connect Membership-io to Contacts API

Membership-io x Contacts API integration in minutes

How to connect Contacts API with Membership-io

This guide explains authentication, endpoint usage, and practical steps to connect Membership-io with the Contacts API, enabling you to fetch, create, update and delete contact data within automated workflows.

Authentication for Contacts API

Authenticate calls to the Contacts API using your GHL API credentials. Use the supported auth method and ensure the proper scope such as contacts.readonly is applied.

Authentication for Membership-io

Membership-io uses secure tokens to access data from the Contacts API. Keep credentials confidential and rotate keys regularly.

Key Endpoints Overview

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, 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

Top 3 Connections Between Contacts API and Membership-io

Read a Contact and Synchronize Related Tasks Notes and Appointments

Trigger on contact lookup or updates to fetch the latest tasks notes and appointments and reflect them in Membership-io.

Actions include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments to assemble a full profile.

GET /contacts/:contactId

contactId, assignedBusinessId, lastUpdated, taskIds, noteIds

Top 3 Connections Between Contacts API and Membership-io

Create or Update Contacts in Contacts API from Membership-io

Trigger when a new contact is created in Membership-io, then create it in Contacts API using POST /contacts/ and update with PUT /contacts/:contactId when changes occur.

Actions include POST /contacts/ for new records and PUT /contacts/:contactId for updates.

POST /contacts/; PUT /contacts/:contactId

contactId, email, name, businessId

Top 3 Connections Between Contacts API and Membership-io

Delete or Archive Contacts from Membership-io

Trigger to delete contacts in Contacts API when they are removed in Membership-io or no longer needed.

Actions include DELETE /contacts/:contactId.

DELETE /contacts/:contactId

contactId

No-code Benefits of Connecting Membership-io with Contacts API

No-code setup lets you automate data flows between Membership-io and the Contacts API without writing code.

Keep contact data consistent across apps with automatic synchronization and reliable updates.

Leverage existing endpoints to build powerful automations and workflows in minutes.

Key Terms and Glossary

Definitions for terms used in this guide, including Contact Endpoint Trigger Action and Field Mapping.

Contact

A person or organization stored in the Contacts API with identifiers and related data such as tasks notes and appointments.

Task

An item associated with a contact used to track to-dos milestones or activities.

Note

A textual entry linked to a contact for reference and context.

Appointment

Scheduled meetings or events linked to a contact in the API.

People also Search for:

Creative ideas for integrating Membership-io with Contacts API

Automated onboarding flows

Use endpoints to fetch new contacts and create onboarding tasks automatically in Membership-io.

Task-driven reminders

Trigger actions when tasks are due and update contact notes.

Segmented communications

Route contacts into targeted campaigns based on notes tasks and appointments.

3 Steps to Connect Membership-io with Contacts API

Step 1: Authenticate and configure access

Obtain your API credentials and set proper scopes then connect the app in Zapier or your integration layer.

Step 2: Map endpoints and fields

Choose the endpoints you will use and map contact fields between Membership-io and the Contacts API.

Step 3: Build, test, and deploy

Create workflows run tests and deploy to your live environment.

Frequently Asked Questions

What authentication methods are supported for the Contacts API?

The Contacts API supports API key based access and OAuth2 depending on the provider. Use the Authorization header and ensure the scope matches the actions you need. For Zapier style connectors you will typically configure a secure app connection with tokens refreshed automatically. Keep credentials secure and rotate them regularly.

For basic sync you will commonly use GET /contacts/:contactId to fetch a contact and related endpoints for tasks notes and appointments. POST /contacts/ is used to create new contacts, while PUT /contacts/:contactId updates existing records and DELETE /contacts/:contactId removes them. Map the fields you need between Membership-io and the API.

No coding is required if you use no code automation tools like Zapier or Integromat. The integration can be built with prebuilt actions and triggers. If you need advanced logic you can add lightweight code steps in your automation platform.

Expect rate limits and handle errors with retry policies. Use exponential backoff, monitor API responses for status codes, and implement graceful fallbacks in your workflows to maintain data integrity.

Yes. You can update tasks and notes by calling PUT /contacts/:contactId/tasks/:taskId and PUT /contacts/:contactId/notes/:id respectively. You can also create new tasks via POST /contacts/:contactId/tasks.

Batching requests is supported in many APIs. Group operations where possible and stagger rate-limited calls to stay within quotas. Some platforms provide bulk endpoints for efficiency.

Data flow status can be monitored via your integration platform dashboards, webhooks, and API response logs. Build a simple monitoring view to confirm successful syncs and flag failures.

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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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