Obtain your credentials and authorize requests to the Contacts API to securely access contacts, tasks, notes, and related data.
Set up OAuth 2.0 or token-based authentication to securely connect naturalForms to the GHL Contacts API.
Core endpoints include: GET /contacts/:contactId, GET /contacts/, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, DELETE /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, GET /contacts/business/:businessId, GET /contacts/:contactId/appointments, POST /contacts/:contactId/tags; plus GET /contacts/:contactId/notes/:id, PUT /contacts/:contactId/tasks/:taskId/completed, and more as needed.
Trigger: A new contact is created or updated in naturalForms.
Actions: Create or update the contact in the Contacts API; map fields such as email, firstName, lastName, and phone.
Methods: POST /contacts/ for create; PUT /contacts/:contactId for updates.
Key fields: email, first_name, last_name, phone.
Trigger: a contact is updated in the Contacts API.
Actions: Update the corresponding contact in naturalForms; keep notes and tags in sync.
Methods: PUT /contacts/:contactId.
Key fields: contactId, notes, tags.
Trigger: a contact is created or updated in naturalForms.
Actions: Create tasks in the Contacts API (POST /contacts/:contactId/tasks) or update existing tasks.
Methods: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId.
Key fields: contactId, task_title, due_date.
Automate data flow without writing code.
Keep contact data in sync in real time.
Consolidate notes, tasks and tags across apps.
Key elements include authentication, endpoints, triggers, actions, and field mappings. Understanding these builds a solid no-code integration.
The process of proving identity to access the API, typically via OAuth 2.0 or API keys.
An event in one app that starts an automation in another app.
A specific URL path used to access a resource in the API.
An operation performed in response to a trigger (e.g., create or update a record).
Pull supplemental contact data from GET /contacts/:contactId during form submission to enrich records in naturalForms.
Create tasks in Contacts API from naturalForms events to drive follow-ups.
Sync notes and tags to keep all context in one place.
Set up OAuth or API key for both apps and test permissions.
Select endpoints such as GET /contacts/:contactId and POST /contacts/ and map fields like email to email.
Run sandbox tests, verify data flows, and go live with monitoring.
No coding is required. This no-code guide uses automation to connect the two services. Start by authenticating both apps, then select a minimal set of endpoints to sync essential data. You can expand the integration over time.
A solid basic sync includes GET /contacts/:contactId to fetch details, POST /contacts/ to create, and PUT /contacts/:contactId to update. You can also start with notes or tasks endpoints to add context gradually.
Use OAuth 2.0 where possible or API keys with scoped permissions. Store tokens securely and rotate them regularly. Leverage webhooks for secure event notification.
Yes. You can sync notes, tasks, and tags between naturalForms and the Contacts API. Map fields to keep data consistent across apps.
Rate limits depend on your plan. Stay within documented limits and implement exponential backoff and retries for reliability.
Map fields by matching field names and data types between apps. Use transformation steps if necessary to ensure data integrity.
If a sync fails, review error codes and logs, fix the data issue, and retry. Set up retries and alerting for smooth operation.
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Complete Operations Catalog - 126 Actions & Triggers
