To call the Contacts API from Mindee OCR, obtain a secured OAuth 2.0 access token with the contacts.readonly scope.
Mindee OCR must be authorized to access your GHL account. Complete the OAuth grant for the Contacts scope, then supply the token to the Mindee OCR integration.
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: Mindee OCR extracts contact fields from scans and forwards them to GHL to create or update a contact.
Actions: map OCR fields to CRM fields, deduplicate, and attach notes or tasks as needed.
Methods/Paths: POST /contacts/ to create; PUT /contacts/:contactId to update.
Key fields: name, email, phone, company.
Trigger: OCR-derived data triggers task creation or note updates on a contact.
Actions: POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes, update task status.
POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: task title, due date, note content, contactId.
Trigger: OCR extracts notes or tags for a contact.
Actions: POST /contacts/:contactId/notes, POST /contacts/:contactId/tags.
POST /contacts/:contactId/notes, POST /contacts/:contactId/tags
Key fields: note content, tag names.
No-code data enrichment that connects OCR outputs directly to CRM records.
Faster customer onboarding from scanned documents through automated contact creation.
Automatic tagging and task updates keep data fresh without manual entry.
This section defines core terms and processes used when integrating the Mindee OCR app with the GHL Contacts API.
Application Programming Interface: a set of endpoints that allow software to read, write, or modify data in GHL.
Authorization framework that enables apps to access user data securely without exposing credentials.
A URL in your app that GHL calls to notify about data changes in real time.
The structured data sent in API requests and returned in responses.
Automatically enrich contact records with name, email, and phone detected from scanned documents.
Create follow-up tasks when scans reveal action items.
Tag contacts by company or industry detected in OCR.
Complete the OAuth 2.0 flow and grant the Contacts scope.
Map OCR fields to the corresponding GHL contact fields.
Run tests and set up monitoring dashboards for errors.
Mindee OCR can access contact records, notes, tasks, and related data within GHL as permitted by the OAuth scopes. Access is restricted to the Contacts resource and requires explicit user consent. The integration uses secure tokens to protect data in transit and at rest.
No heavy coding is required for basic setup. You can use a no-code workflow or Zapier App Connector to map fields and trigger actions between Mindee OCR and the Contacts API.
For basic syncing, focus on endpoints like GET /contacts/:contactId, GET /contacts/:contactId/notes, and POST /contacts/ to create new records. You can gradually add tasks and tags as needed.
OAuth tokens are issued by GHL and refreshed per your token policy. Always store tokens securely, rotate credentials regularly, and implement least-privilege scopes.
Yes. Field mapping is flexible; you can map OCR results to any GHL contact fields. Use the Mindee OCR interface to adjust mappings and defaults as needed.
Run end-to-end tests with sample scans to verify data flows. Use a sandbox or test environment if available, and monitor integration logs for errors.
If rate limits are reached, implement exponential backoff and consider batching requests. Optimizing call frequency and caching results helps prevent bursts.
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Complete Operations Catalog - 126 Actions & Triggers
