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.
Membership-io uses secure tokens to access data from the Contacts API. Keep credentials confidential and rotate keys regularly.
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
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
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
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 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.
Definitions for terms used in this guide, including Contact Endpoint Trigger Action and Field Mapping.
A person or organization stored in the Contacts API with identifiers and related data such as tasks notes and appointments.
An item associated with a contact used to track to-dos milestones or activities.
A textual entry linked to a contact for reference and context.
Scheduled meetings or events linked to a contact in the API.
Use endpoints to fetch new contacts and create onboarding tasks automatically in Membership-io.
Trigger actions when tasks are due and update contact notes.
Route contacts into targeted campaigns based on notes tasks and appointments.
Obtain your API credentials and set proper scopes then connect the app in Zapier or your integration layer.
Choose the endpoints you will use and map contact fields between Membership-io and the Contacts API.
Create workflows run tests and deploy to your live environment.
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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Complete Operations Catalog - 126 Actions & Triggers