Authenticate using OAuth 2.0. Request the scopes you need (e.g., contacts.readonly) and register your app to obtain client credentials and tokens.
Nearby Now authenticates to the Contacts API with Bearer tokens. Safe storage of access and refresh tokens is recommended; include the token in the Authorization header of each request.
GET /contacts/:contactId\nGET /contacts/:contactId/tasks\nGET /contacts/:contactId/tasks/:taskId\nGET /contacts/:contactId/notes\nGET /contacts/:contactId/notes/:id\nGET /contacts/:contactId/appointments\nGET /contacts/\nGET /contacts/business/:businessId\nGET /contacts/:contactId\nPOST /contacts/\nPUT /contacts/:contactId\nDELETE /contacts/:contactId\nPOST /contacts/:contactId/tasks\nPUT /contacts/:contactId/tasks/:taskId\nPUT /contacts/:contactId/tasks/:taskId/completed\nDELETE /contacts/:contactId/tasks/:taskId\nPOST /contacts/:contactId/tags
Trigger: When a contact is opened in Nearby Now, pull the latest profile, tasks, notes, and appointments from the Contacts API.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments; aggregate results for a comprehensive view.
GET /contacts/:contactId
contactId, name, email, phone, lastActivity
Trigger: New contact created in Nearby Now or existing contact updated.
Actions: POST /contacts/ to create, PUT /contacts/:contactId to update; map fields such as name, email, phone, businessId.
POST /contacts/ or PUT /contacts/:contactId
name, email, phone, businessId
Trigger: When a contact’s tasks or notes update, fetch and display in Nearby Now.
Actions: GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes; optionally POST/PUT to reflect changes back to the API.
GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
contactId, taskId, noteId
Automate data syncing between systems without writing code, giving you a single source of truth for contacts.
Consolidate activities such as tasks and notes into Nearby Now for faster follow-ups.
Speed onboarding with prebuilt endpoints, triggers, and mapping templates.
Elements include authentication, rate limits, endpoint paths, data formats (JSON), and how fields map between the Contacts API and Nearby Now.
An individual in your CRM with associated records such as tasks, notes, and appointments.
A unit of work linked to a contact.
A short message or update attached to a contact.
A specific API URL path to access resources or perform actions.
Trigger reminders in Nearby Now when a contact’s status changes in the Contacts API.
Route tasks to the right owner based on contact attributes.
Surface notes in Nearby Now to guide follow-up sequences.
Create an app in the GHL developer portal and capture client ID and client secret.
Ensure scopes include contacts.readonly and any needed write permissions.
Test in a sandbox or using sample data to validate endpoint calls and field mapping before going live.
No-code connectors in Zapier allow you to set up basic actions and triggers without writing code. You can build common workflows using built-in actions and filters. For more complex needs, you can add simple code steps or webhooks as needed.
Scopes determine data access. Request contacts.readonly for read access; for writes, request appropriate write scopes. OAuth tokens expire and should be refreshed automatically using the refresh token.
You can fetch a single contact with GET /contacts/:contactId. To retrieve many contacts, use GET /contacts/ to list or perform multiple requests in sequence. Batch endpoints may vary by plan.
Use Postman or Zapier’s test steps. Validate responses, field mappings, and error handling to ensure correct integration behavior.
Rate limits depend on your API plan. Implement backoff and retries, and respect per-endpoint quotas to maintain a stable integration.
Access tokens are obtained via OAuth and refreshed with a refresh token. Store tokens securely and rotate credentials as needed.
Real-time updates can be delivered via webhooks where supported; otherwise, implement periodic polling to keep data in sync.
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Complete Operations Catalog - 126 Actions & Triggers
