Use OAuth 2.0 with the scopes that match your needs (e.g., contacts.readonly for read access). Store tokens securely and refresh as required.
Authorize Mobile Tech RX to access your GHL data via OAuth 2.0; request appropriate scopes to read or modify contacts, tasks, notes, and appointments.
GET /contacts/:contactId — retrieve a single contact; GET /contacts/:contactId/tasks — list a contact’s tasks; GET /contacts/:contactId/tasks/:taskId — get a specific task; GET /contacts/:contactId/notes — list notes; GET /contacts/:contactId/notes/:id — get a note; GET /contacts/:contactId/appointments — list appointments; GET /contacts/ — list contacts; GET /contacts/business/:businessId — list contacts by business; POST /contacts/ — create contact; PUT /contacts/:contactId — update contact; DELETE /contacts/:contactId — delete contact; POST /contacts/:contactId/tasks — create a task; PUT /contacts/:contactId/tasks/:taskId — update a task; PUT /contacts/:contactId/tasks/:taskId/completed — mark task complete; DELETE /contacts/:contactId/tasks/:taskId — delete a task; POST /contacts/:contactId/tags — add tags to a contact
Trigger: Open a contact in Mobile Tech RX to fetch current details, tasks, notes, and appointments via GET /contacts/:contactId.
Actions: retrieve contact, tasks, notes, and appointments; cache results; reflect data in the UI.
GET /contacts/:contactId
contactId, name, email
Trigger: 24 hours before an appointment or approaching task due date
Actions: fetch /contacts/:contactId/appointments and /contacts/:contactId/tasks; push reminders to Mobile Tech RX
GET /contacts/:contactId/appointments
contactId, appointmentId, time
Trigger: new contact created or updated
Actions: POST /contacts/:contactId/tags to categorize; query GET /contacts/:contactId to segment lists
POST /contacts/:contactId/tags
contactId, tags
No-code automation: build workflows without writing code.
Faster integration: connect Contacts data to Mobile Tech RX features seamlessly.
Scalability: reuse endpoints across multiple campaigns and teams.
Key elements: endpoints, authentication, payload structure; processes: create, read, update, delete, and tag management for contacts, tasks, notes, and appointments.
A person in your CRM with associated tasks, notes, and appointments.
An action item linked to a contact, such as a follow-up or note.
A message or remark attached to a contact record.
Scheduled meeting time associated with a contact.
Pull contact data via GET /contacts/:contactId and enrich it with external sources to keep records current.
Create tasks automatically from notes or events using POST /contacts/:contactId/tasks.
Tag contacts by engagement with POST /contacts/:contactId/tags and use in campaigns.
Obtain OAuth credentials and authorize Mobile Tech RX with the appropriate scopes (e.g., contacts.readonly).
Call GET /contacts/:contactId to fetch a sample contact and verify the response.
Use POST, PUT, and DELETE endpoints to automate tasks, notes, and tags within Mobile Tech RX.
You will typically use OAuth 2.0 with the contacts.readonly scope for secure access. For write operations, you’ll request broader scopes as needed.
Endpoints ending with write or specific methods (POST, PUT, DELETE) are writable. Read-only endpoints use GET.
POST /contacts/ to create a new contact, then use PUT /contacts/:contactId to update details as needed.
POST /contacts/:contactId/tasks attaches a new task. You can fetch existing tasks with GET /contacts/:contactId/tasks.
Use PUT /contacts/:contactId to update fields such as name, email, or phone.
Rate limits apply per token, typically 60 requests per minute; check your plan for exact quotas.
Webhooks can notify your app of changes in real-time; configure a listener URL in the GHL app settings.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
