Authenticate using OAuth 2.0 with the contacts.readonly scope to begin. Exchange credentials for an access token, and include the token in Authorization headers for each API call.
Morningstar AdviserLogic stores and refreshes access tokens securely, then uses the token to authorize calls to the Contacts API endpoints.
1) GET /contacts/:contactId; 2) GET /contacts/:contactId/tasks; 3) GET /contacts/:contactId/tasks/:taskId; 4) GET /contacts/:contactId/notes; 5) GET /contacts/:contactId/notes/:id; 6) GET /contacts/:contactId/appointments; 7) GET /contacts/; 8) GET /contacts/business/:businessId; 9) contacts.write; 10) POST /contacts/; 11) PUT /contacts/:contactId; 12) DELETE /contacts/:contactId; 13) POST /contacts/:contactId/tasks; 14) PUT /contacts/:contactId/tasks/:taskId; 15) PUT /contacts/:contactId/tasks/:taskId/completed; 16) DELETE /contacts/:contactId/tasks/:taskId; 17) POST /contacts/:contactId/tags
Triggered when a contact is accessed or updated in AdviserLogic to pull the associated tasks for sync.
GET /contacts/:contactId and GET /contacts/:contactId/tasks to populate contact data and tasks.
GET /contacts/:contactId
id, firstName, lastName, email, updatedAt
Triggered when a new contact is created in AdviserLogic to assign a starter task.
POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId to manage tasks.
POST /contacts/:contactId/tasks
taskId, title, status, dueDate
Triggered when notes are added or updated in AdviserLogic to sync notes in GHL.
GET /contacts/:contactId/notes and POST /contacts/:contactId/notes
GET /contacts/:contactId/notes
noteId, content, createdAt
Automated workflows save time by syncing data in real-time between platforms.
Centralized data access reduces manual entry and minimizes errors.
Granular permissions and secure token handling protect sensitive information.
This guide covers core elements (contacts, tasks, notes, appointments) and the processes to connect, authenticate, and synchronize data between GHL and Morningstar AdviserLogic.
GHL refers to the platform’s API used to access Contacts, Tasks, Notes, and more via the GHL App Connector.
APPNAME is the integrative app (Morningstar AdviserLogic) that connects to the GHL API to automate data flow.
A URL path to access a specific resource in the GHL API, such as /contacts/:contactId.
The header used to send access tokens or credentials (e.g., Authorization: Bearer
Auto-create a contact in AdviserLogic when a new lead enters your funnel via the Contacts API.
Automatically create and update tasks in AdviserLogic as client activity occurs in GHL.
Bridge notes between AdviserLogic and GHL to keep all stakeholders aligned.
Register the app, configure OAuth, and request an access token to start calls.
Define how each endpoint maps to AdviserLogic data models and apply any necessary data transforms.
Run test calls, verify responses, and enable logging and alerts for failures.
You can start with endpoints for reading contacts, tasks, and notes: GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. These provide the data foundation to build workflows in AdviserLogic. For write-enabled use, add POST /contacts/, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/notes to create records from AdviserLogic.
Authenticate using OAuth 2.0 and obtain an access token. Include the token in the Authorization header for each request. Store and refresh tokens securely, and scope permissions as needed (start with contacts.readonly and upgrade as required).
Yes. With appropriate permissions, you can create and update contacts, tasks, and notes via POST and PUT calls. Make sure to validate responses and handle retries gracefully to avoid duplicates.
Rate limits vary by plan and endpoint. Use exponential backoff and implement error handling when you hit quota. Monitor API usage in the dashboard to stay within limits.
Common fields include contactId, firstName, lastName, email, taskId, title, status, noteId, content, and timestamps. Field availability depends on endpoint and permissions, but core objects are consistently exposed.
Webhooks can be used to notify AdviserLogic of changes. If supported, configure webhooks on relevant events (contact updates, task changes, note edits) to trigger real-time sync.
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Complete Operations Catalog - 126 Actions & Triggers
