Access to the Contacts API requires a secure OAuth2 flow. Generate an API key or OAuth credentials, then request tokens with the correct scopes (for example, contacts.readonly) to read and manage contact data.
Mercury Connect authenticates with GHL using OAuth2 and client credentials. Keep tokens secure and rotate them regularly as part of your security routine.
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: When a contact is created or updated in Mercury Connect
Actions: Sync contact fields to the GHL Contacts API; create related tasks and notes automatically
GET /contacts/:contactId and PUT /contacts/:contactId for updates
Key Fields: contactId, email, phone, tags, notes
Trigger: Task created or updated for a contact
Actions: Update contact status, log activity, notify teammates
POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Key Fields: contactId, taskId, status, dueDate
Trigger: Note added to a contact
Actions: Attach notes, update lastInteraction timestamp
GET /contacts/:contactId/notes and POST /contacts/:contactId/notes
Key Fields: contactId, noteId, content
No traditional coding is required—set up triggers, actions, and field mappings through a friendly UI.
Rapid deployment with prebuilt templates for contacts, tasks, and notes.
Reliable data synchronization across Mercury Connect and GHL with built-in error handling.
Understand the core elements and processes used to connect Mercury Connect with the Contacts API: endpoints, triggers, actions, and data fields.
A defined URL path and HTTP method that performs a specific operation in the API.
An event that starts an automation or workflow when data changes or a condition is met.
An operation executed in response to a trigger to effect a change in data or state.
The process of verifying identity and granting access to API resources.
Set a workflow that creates a follow-up task whenever a contact’s status changes to engaged.
Aggregate notes from multiple sources into a single, searchable history per contact.
Route new contacts to the right sales team based on businessId or tags.
Obtain OAuth credentials with the correct scopes (for example, contacts.readonly). Store securely.
Choose the endpoints you will use (GET /contacts/:contactId, POST /contacts/ etc.) and map fields to your app.
Run tests, set up dashboards, and deploy the integration with alerts for failures.
No traditional coding is required thanks to our no-code workflow builder. Configure triggers, actions, and field mappings using a simple UI. For complex scenarios, consult the API reference for advanced options. You can reuse templates to accelerate setup.
You typically need the contacts.readonly scope to fetch data; for updates or writes, use contacts.write where available. Always keep credentials secure and rotate them regularly. Implement least-privilege access.
Yes, you can map fields between systems using the mapping interface. If a field is missing, create a custom field in GHL to hold the value and ensure it is included in your data sync.
Use the built-in test mode to simulate requests and verify responses without affecting live data. Check logs for details and confirm data appears correctly in both Mercury Connect and GHL. Perform a dry run before going live.
If a request fails, review the error code and message, retry with exponential backoff, and check API rate limits. Use alerts to notify your team of persistent issues and implement retry logic.
Yes, there are rate limits per endpoint and per account. Plan your calls, consider batching where possible, and implement smart retries to stay within limits.
Endpoint references and examples are in the API documentation. You can also view the Endpoints section on this page for a quick reference. For hands-on help, contact support.
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Complete Operations Catalog - 126 Actions & Triggers
