Access scope is set to contacts.readonly by default for safety. Request higher permissions if you need create update or delete capabilities. Store tokens securely and rotate regularly.
In MyCashflow authorize the GHL connection using app credentials and token exchange. Use app client id and secret to obtain access tokens and refresh tokens and ensure secure storage.
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — List tasks for a contact; 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 all contacts; GET /contacts/business/:businessId — Retrieve a business record; contacts.write — permission to write; POST /contacts/ — Create a contact; PUT /contacts/:contactId — Update a contact; DELETE /contacts/:contactId — Delete a contact; POST /contacts/:contactId/tasks — Create a task; PUT /contacts/:contactId/tasks/:taskId — Update a task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add tags to a contact
Trigger: Retrieve a contact by ID and pull current tasks to surface upcoming actions
Actions: Sync contact fields, create or update tasks, attach notes as needed
Methods: GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId, taskId, status, dueDate
Trigger: New contact created in GHL triggers onboarding in MyCashflow
Actions: Create contact in MyCashflow, then sync notes and appointments
Methods: POST /contacts/; GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments
Key fields: contactId, noteId, appointmentId
Trigger: Tag update or business linkage in GHL
Actions: Add tags on contact; link business data; update mapping in MyCashflow
Methods: POST /contacts/:contactId/tags; GET /contacts/business/:businessId
Key fields: contactId, tag, businessId
Automate data flow without manual entry
Unify contacts tasks notes and appointments in one interface
Scale with endpoint driven automation and reliable data syncing
Core elements include contacts tasks notes appointments and tags; processes cover authentication data mapping error handling and rate limits
A person in your CRM with associated records such as tasks notes and appointments
A to do item linked to a contact with status and due date
A text entry attached to a contact for context
Scheduled meeting or call linked to a contact
Set a trigger to create a default onboarding task in MyCashflow whenever a new contact emerges in GHL.
Automatically tag contacts when they are linked to a business in GHL.
Sync important notes to MyCashflow to surface insights before onboarding.
Get your API key and verify scope (contacts.readonly) in the GHL developer portal.
Map the endpoints to your MyCashflow fields (contacts, tasks, notes, appointments).
Run a test sync confirm data integrity then enable automated sync.
The Contacts API connection lets your GHL and MyCashflow apps share structured data like contacts, tasks, notes, and appointments. It enables you to automate common workflows and reduce manual data entry. You can configure scopes and authentication to secure data flow between systems. Two paragraphs of explanation help you understand data movement and security considerations when enabling the integration.
Yes. You typically start with read-only access to evaluate how data flows. You can upgrade to write access by adjusting your app permissions and scope, which allows creating and updating contacts and related entities. Carefully test permission changes in a staging environment before going live.
Authentication is typically handled via API keys or OAuth tokens. You will need to supply the proper client credentials and request tokens with the required scope (contacts.readonly). Store tokens securely and rotate them regularly. Follow best practices for credential management and secret rotation.
Historical data can be retrieved depending on the API and permissions. Use GET endpoints for contacts and related resources to pull past records within your retention window. If data isn’t available, consider using incremental sync or archive exports.
Rate limits depend on your GHL plan and the endpoints used. Implement exponential backoff and retries, and batch requests where possible to stay within limits. Monitor your quotas in the dashboard and adjust polling frequency accordingly.
For onboarding, use GET /contacts/ to fetch existing customers, then pull related tasks, notes, and appointments with the corresponding contactId. Map fields carefully to ensure data integrity across systems.
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Complete Operations Catalog - 126 Actions & Triggers
