Obtain your API key with the Contacts API and grant the scope you need (for example, readonly). Store credentials securely in MindManager and rotate them periodically.
Use MindManager to securely manage API credentials and authorize requests to the Contacts API. Depending on your setup, you may use API keys or OAuth 2.0 as the authentication method.
Utilize endpoints to read contact data, fetch tasks and notes, manage appointments, and create or modify contacts and tasks.
Trigger: When a contact is updated in MindManager, pull the latest data from the Contacts API.
Actions: Retrieve contact info, tasks, notes; update MindManager records accordingly.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: A task is updated in MindManager and must be synced to the Contacts API.
Actions: Create, update, or mark tasks as completed using /contacts/:contactId/tasks/:taskId and related endpoints.
PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: A new contact is created in MindManager and needs to be added to Contacts API.
Actions: POST /contacts/ to create, then POST /contacts/:contactId/tags to assign labels.
POST /contacts/
Key fields: contactId, firstName, lastName, email, tags
Automate data flows between MindManager and Contacts API without writing code.
Keep contact information aligned across systems, reducing manual entry.
Speed up onboarding, task creation, and follow-ups with automated sync.
Key elements include endpoints, authentication, triggers, actions, data fields, and mapping rules that govern how MindManager and the Contacts API talk to each other.
A unique identifier for a contact in the Contacts API.
A discrete piece of work associated with a contact in the API.
Notes attached to a contact, used for comments or history.
Labels used to categorize and segment contacts in the API.
Capture new leads in MindManager and automatically create corresponding Contacts API records, with initial tags.
Generate tasks in MindManager when contact milestones are hit in the Contacts API.
Tag contacts in Contacts API from MindManager to trigger segmented workflows.
Obtain API keys or OAuth credentials, grant scope to contacts.readonly, and securely store them in MindManager.
Select the endpoints you will use and map fields between MindManager and Contacts records.
Run end-to-end tests, verify data integrity, then deploy your integration.
The Contacts API exposes a structured set of endpoints to read and modify contact data, tasks, notes, and tags. It’s designed to be used by automation tools like MindManager to build workflows. You can retrieve, update, and synchronize data across both platforms to keep records consistent.
No extensive coding is required for common workflows; this integration is built for no-code or low-code setup using MindManager automation features or Zapier. Some configuration of triggers, actions, and field mappings may be needed to align data between systems.
Supported authentication methods typically include API keys and OAuth 2.0. Apply the principle of least privilege by granting only the necessary scopes (e.g., contacts.readonly) and rotate credentials regularly.
Read operations cover endpoints like GET /contacts/:contactId and GET /contacts/ to fetch details, notes, tasks, or lists. Write and delete operations are available for updating or removing records as needed within your permissions.
Mapping fields involves aligning identifiers (contactId), names, emails, and related data between MindManager items and Contacts records. Use consistent data types and handle null values gracefully to avoid sync errors.
Yes. You can create and apply tags from MindManager using POST /contacts/ and POST /contacts/:contactId/tags, enabling segmentation and targeted workflows across both systems.
Follow security best practices: use HTTPS, rotate keys, apply least privilege, monitor access with logs, and implement retries with backoff to protect data integrity.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers