Use your GHL credentials to authorize requests from Moaform. Scope: contacts.readonly. This ensures secure read access as you begin integrating your data.
In Moaform, securely store and reuse the GHL access token. Use OAuth2 or API key methods supported by Moaform to ensure every request to the Contacts API is authorized.
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 created or updated in Moaform, fetch and synchronize the primary contact data from Contacts API.
Actions: GET /contacts/:contactId to retrieve; PUT /contacts/:contactId to update; POST /contacts/:contactId/tasks to attach tasks.
Method/Path: GET /contacts/:contactId and PUT /contacts/:contactId
Key fields: contactId, email
Trigger: On new contact creation, pull related notes and upcoming appointments
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Method/Path: GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments
Key fields: contactId
Trigger: When a contact has a new task or note in Moaform, reflect in Contacts API
Actions: POST /contacts/:contactId/tasks; POST /contacts/; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId; (utilize available endpoints to keep tasks and notes synced)
Method/Path: POST /contacts/:contactId/tasks; POST /contacts/:contactId
Key fields: contactId
Build powerful automated workflows without writing code, accelerating data sync between Moaform and the Contacts API.
Create consistent contact records by centralizing data like notes, tasks, and appointments in one place.
Reduce manual data entry and human errors with real-time updates.
These terms cover core data elements and processes used in the Moaform and Contacts API integration: contacts, tasks, notes, appointments, and business associations.
A person in your CRM with identifying info and attributes such as name, email, phone, and custom fields.
A note or comment attached to a contact to capture context, activity, or history.
An action item assigned to be completed for a contact, with status, due date, and owner.
An scheduled meeting or call with a contact, including time and location details.
Create a master contact record by merging Moaform submissions with GHL Contacts data, including tasks, notes, and appointments.
Generate onboarding tasks for new contacts and automatically attach relevant notes from Moaform submissions.
Prebuilt mappings that quickly connect common Moaform fields to Contacts API endpoints.
Obtain your GHL API credentials and verify the scope includes contacts.readonly. Store securely in Moaform.
In Moaform, connect the endpoints listed earlier and map fields such as contactId, email, and taskId to the appropriate fields in Moaform.
Run test syncs with a sample contact to ensure tasks, notes, and appointments are correctly mirrored. Then deploy to production.
No heavy coding is required for a basic read-only integration between Moaform and the Contacts API. Moaform provides visual mapping and prebuilt actions to pull contact data exactly as needed. If you need to write back data or create tasks, Moaform supports actions that connect to the available endpoints. You can start with read operations and expand gradually as your needs grow.
Yes. The integration can use read-only endpoints to fetch contact details, notes, and appointments without writing changes. If your workflow requires updates, you can enable write-enabled endpoints and map corresponding actions in Moaform to update or create resources in Contacts API.
authenticate Moaform calls using your GHL API credentials. Store tokens securely in Moaform and apply the access token to each request. Depending on your setup, OAuth2 or API key methods may be used to ensure secure, authorized access.
Yes. You can map actions to create or update tasks (POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId) and, where supported, create notes or attach related items. Start with tasks and notes to build a complete activity history for each contact.
Begin with a test project in Moaform, using a sample contact to verify data mapping and endpoint responses. Validate that tasks, notes, and appointments sync as expected, then gradually roll out to production with monitoring and alerts.
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Complete Operations Catalog - 126 Actions & Triggers
