To use the Contacts API you authenticate requests with your GHL credentials and a valid access token. Create an API key or OAuth token in the GHL developer console and grant the required scope, typically contacts.readonly, for read operations.
Set up credentials for the monday-com app, ensure proper scopes and a valid redirect URL for OAuth. Test the connection by calling a simple GET to /contacts to verify access.
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 contacts.write 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 viewed or updated in monday-com to pull latest data into GHL
Actions include retrieving contact data, associated tasks and notes, and updating the GHL contact record
Use GET /contacts/:contactId and related endpoints to assemble a complete profile
Key fields include contactId, name, email, phone, businessId
Trigger when tasks are updated in either system to keep statuses aligned
Actions include creating or updating tasks in GHL and monday-com, and updating completion status
Endpoints used: /contacts/:contactId/tasks and /contacts/:contactId/tasks/:taskId
Fields: contactId, taskId, completed, dueDate
Trigger when notes are added or updated to keep context across platforms
Actions include syncing notes, notes ids, and associated attachments
Endpoints: /contacts/:contactId/notes and /contacts/:contactId/notes/:id
Fields: contactId, id, notes, createdAt
Faster setup and maintenance with no code required
Automated data sync reduces manual updates and human errors
A unified view of contacts, tasks, notes and appointments across platforms
Key elements and processes include API endpoints, authentication, triggers, actions, and data mapping between GHL and monday-com
Application Programming Interface a set of rules that lets apps talk to each other
An API endpoint is a specific URL path where a resource can be accessed
A webhook notifies your app when an event happens in another service
Payload is the data carried by a request or response
Automatically create or update contacts in GHL when new people enter monday-com with linked tasks and notes
Route follow up tasks from monday-com into GHL and keep status synced
Sync notes and attachments to keep context across platforms
Create API keys and configure OAuth for GHL and monday-com apps
Define field mappings for contacts tasks notes and tags
Run tests validate data integrity and enable automations
GHL supports API key or OAuth based authentication. Start by creating credentials in the GHL developer console and grant the contacts.readonly scope for read operations. Use the access token in your API requests to authorize calls.\nIn testing, verify token validity with a simple GET to /contacts and check response codes to confirm correct setup.
Endpoints vary by operation. Read only endpoints include GET /contacts/:contactId and related read endpoints while write endpoints like POST PUT and DELETE require appropriate write or admin scopes. Always confirm your token has the needed scope before making changes.\nFor safer testing use a sandbox or test data and log API responses to verify permissions.
Field mapping is key. Map contact fields like name email and phone between GHL and monday-com, and align task and note fields to ensure updates propagate correctly.\nUse a mapping table to keep track of source and target fields and validate data types during trials.
Yes you can create tasks from monday-com to GHL using the POST /contacts/:contactId/tasks endpoint and related endpoints. Ensure the mapping includes contactId and proper task attributes.\nTest updates by creating a sample task in monday-com and checking it appears in GHL with correct attributes.
Webhooks enable real time updates between GHL and monday-com. Configure webhooks to notify your app when a contact changes, a task updates or notes are added.\nHandle retries and verify payloads to ensure reliable synchronization.
Implement robust error handling with retries and exponential backoff. Check API response codes and provide meaningful messages to users. Log failures and include context for debugging.\nValidate data before retries to avoid repeated errors and consider idempotent operations where possible.
Test in a staging environment with representative data before going live. Use sandbox tokens and test data to simulate real workflows. Finally monitor after deployment to catch edge cases early.\nDocument all test cases and expected outcomes to guide future maintenance.
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Complete Operations Catalog - 126 Actions & Triggers