Use OAuth 2.0 with scopes such as contacts.readonly to securely access contact data from the GHL Contacts API.
Connect Microsoft To Do using OAuth 2.0, granting permissions to manage tasks, notes, and appointments from your account.
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 or created in Contacts API.
Actions: create or update tasks in Microsoft To Do, including due dates and descriptions derived from contact data.
Method Path: POST /contacts/:contactId/tasks (as the trigger output creates a To Do task).
Key Fields: contactId, taskId, taskTitle, dueDate, status
Trigger: new or updated notes for a contact.
Actions: create or update a To Do task’s description or checklist with the notes.
Method Path: POST /contacts/:contactId/notes
Key Fields: contactId, noteId, noteContent
Trigger: new or upcoming appointments for a contact.
Actions: create a related To Do task with appointment details and reminders.
Method Path: POST /contacts/:contactId/appointments
Key Fields: contactId, appointmentId, date, time, location
Automate routine workflows without writing code, using triggers and actions to connect Contacts API to To Do tasks.
Centralize data flow between CRM contacts and task management for improved visibility.
Reduce manual data entry by syncing notes, tasks, and appointments automatically.
Key elements include endpoints, triggers, actions, methods, and fields; processes cover authentication, data mapping, error handling, and testing.
A defined URL path used to access a specific function of an API.
A method for receiving real-time updates from an API via a callback.
An event that starts an automation workflow.
An operation performed by a workflow in response to a trigger.
Create a To Do task that summarizes contact activities from the past week.
Use reusable To Do task templates for calls, meetings, and follow-ups.
Turn calendar appointments into To Do tasks with automatic reminders.
Obtain OAuth credentials and grant the necessary scopes for contacts data.
Map relevant fields from Contacts API to Microsoft To Do and set triggers.
Define actions (create tasks, update notes) and validate with test runs.
No coding is required. The platform uses no-code automations to connect Contacts API with Microsoft To Do via triggers and actions. You can set up a workflow in minutes. If you need more control, you can add custom mappings and conditions in advanced settings.
For basic sync, focus on GET /contacts/:contactId and GET /contacts/:contactId/tasks to pull data, plus POST /contacts/:contactId/tasks to create tasks. As you grow, include notes, appointments, and tags endpoints.
Authentication is required to access data. OAuth tokens must be refreshed periodically. Most actions reuse the same token until it expires.
Yes. Map fields such as contact name, email, task title, due date, and notes between systems using the data mapping interface.
Depends on the chosen trigger and endpoint. Real-time webhooks can provide updates within minutes; polling is also possible at configurable intervals.
Errors are surfaced in the workflow dashboard. You can retry, log details, and route failures to a separate error-handling path.
Use the built-in test mode to simulate triggers and actions. Validate mappings, test credentials, and verify that tasks, notes, and appointments appear as expected.
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Complete Operations Catalog - 126 Actions & Triggers
