Use OAuth 2.0 credentials with the Contacts API and request the readonly scope to access contact records, tasks, notes, and appointments securely.
To connect Mentortools to the Contacts API, authorize the app to access your GHL data and approve the requested scopes.
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, 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 when a contact is updated in Mentortools to sync the latest details from the Contacts API.
Read contact data, plus related endpoints for tasks and notes to keep records current.
GET /contacts/:contactId and related endpoints like GET /contacts/:contactId/tasks
Required: contactId; Optional: assoc taskIds, noteIds
New or updated contact data in Mentortools triggers create or upsert in Contacts API.
POST /contacts/ and PUT /contacts/:contactId
Fields mapped: name, email, phone, businessId, customFields
Task activity in Mentortools triggers corresponding actions in the Contacts API.
POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId
Fields: contactId, taskId, status, dueDate, priority
Automate workflows in minutes without writing code.
Bidirectional data sync keeps contacts, tasks, and notes up-to-date in real time.
Prebuilt triggers and actions let you tailor automations to your process.
This glossary covers endpoints, triggers, actions, and field mappings used to connect Mentortools with the Contacts API.
A person in your system with an entry in the Contacts API, including personal details and associated tasks, notes, and appointments.
A to-do item linked to a contact; can be created, updated, or completed via API endpoints.
Additional information attached to a contact, useful for context and collaboration.
Scheduled meeting or call with a contact; endpoints exist to fetch and manage appointments.
Trigger a welcome sequence by creating a contact and associating initial tasks and notes.
Push journey stage changes to notes or custom fields to maintain context.
Aggregate data across contacts, tasks, and notes for dashboards and reports.
Obtain GHL API credentials and configure OAuth scopes for contacts.readonly.
Enter the base URL, client ID, and client secret; set the required scopes and test the connection.
Map Mentortools fields to Contacts API fields (name, email, etc.) and run a test sync.
The Contacts API lets you fetch, create, and update contacts, tasks, notes, and appointments. It powers CRM-driven automations and streamlined workflows. You can read information about a contact with GET endpoints and expand with related resources like tasks and notes. The API enables you to build powerful, data-rich automations across your platforms. Two quick considerations: ensure you request the correct scopes and always test calls in a safe environment before going live.
No coding is required thanks to the no-code integration capabilities of Mentortools. You can configure triggers, actions, and field mappings in a visual editor. If you need more, you can extend with small custom webhooks or API calls as needed.
You can sync core contact data, tasks, notes, and appointments between the two apps. This keeps your CRM current and supports task management and collaboration across teams. Use read endpoints for fetches and write endpoints to create or update data.
Security is central: the integration uses OAuth 2.0 with scoped access tokens, token-based authentication, and encryption in transit and at rest. Access is restricted by the principle of least privilege to protect sensitive contact data.
For common workflows, use GET to fetch data, POST to create, PUT to update, and DELETE to remove where appropriate. Tasks endpoints are ideal for task management, notes for context, and appointments for meetings. Start with a basic fetch-and-sync flow and expand.
Yes. Field mappings can be customized in Mentortools to align with your Contacts API fields. If a field doesn’t exist, you can create a corresponding custom field or map to a closest equivalent. This ensures data parity across apps.
To test, use the built-in test feature in Mentortools, review API responses, and check for validation errors. If something fails, verify authentication scopes, endpoint paths, and field mappings, then re-run the test until it passes.
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