Authenticate requests with your GHL API credentials and OAuth tokens, granting the necessary scopes to read and manage contacts, tasks, notes, and appointments.
Niceboard uses OAuth 2.0 client credentials or API keys to securely connect to the GHL Contacts API, keeping tokens confidential and rotating them regularly.
Below are the available endpoints for this integration: 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 Niceboard to fetch latest data.
Actions: fetch contact details, pull related tasks and notes, and sync changes back to Niceboard.
Methods/Paths include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, etc.
Key fields: contactId, taskId, noteId, appointmentId
Trigger when new contacts are added to Niceboard from your source system.
Actions: create or update multiple contacts, attach initial tasks or notes.
Methods/Paths: POST /contacts/, PUT /contacts/:contactId, and related endpoints for batch operations.
Key fields: contactId, externalId, businessId
Trigger when a task is due, updated, or completed in Niceboard.
Actions: create, update, or complete tasks; sync statuses back to the source.
POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: taskId, contactId, status
Faster onboarding of new contacts through automated imports.
Automated task tracking and notes syncing reduces manual data entry.
Centralized customer data across tools enables consistent messaging.
This glossary explains API endpoints authentication and workflow concepts used in the integration.
A specific URL and HTTP method used to access a resource via the GHL Contacts API.
Security method such as OAuth 2.0 or API keys that proves your app is allowed to access a resource.
A person stored in the Contacts API with associated tasks notes and appointments.
A unit of work assigned to a contact, such as a follow up reminder.
Automatically tag and route new contacts in Niceboard when they meet criteria from the GHL Contacts API.
Push task completion data from GHL into Niceboard to trigger follow-ups and reporting.
Notify teams in Niceboard when contact data is updated such as status or ownership.
Create an API key or OAuth client in GHL and securely store the credentials.
Set scope to contacts.readonly and implement the endpoints you need (see endpoint list).
Test the connection with sample data, then create automation templates in Niceboard.
Begin with obtaining a GHL API key or OAuth client for your Niceboard app. Store credentials securely and configure the Redirect URI for OAuth setups. Use the read endpoints to verify access to core data such as contacts, tasks, and notes. Start with a test contact to confirm data flow and then expand to related resources. In the no code environment, you can use prebuilt templates to map fields and validate results.
Start with GET /contacts/:contactId to retrieve a single contact, then explore GET /contacts/ to list all contacts. Extend to related endpoints for tasks and notes to understand relationships and data structure. Build lightweight automations first, then scale to include appointments and business data as needed.
Authentication typically uses OAuth 2.0 tokens or API keys. Keep tokens secure, rotate them regularly, and implement token refresh logic. When testing, use a sandbox or staging environment to prevent unintended data changes.
No heavy coding is required if you use the no code automation features. You can connect via API keys or OAuth and leverage built-in actions to read and write contacts, tasks, and notes. For advanced workflows, light scripting or a middleware tool can help map complex fields.
Yes. You can sync tasks and notes automatically by subscribing to relevant events or polling endpoints. Ensure proper field mappings and conflict resolution rules so data stays consistent across Niceboard and the Contacts API.
API credentials are created in your GHL developer or API console. From there you can generate keys or configure OAuth clients and set allowed redirect URIs. Store these securely and monitor access permissions.
Test the integration by using sample contacts and tasks in a staging workspace. Check API responses, verify data synchronization, and review logs. Iterate on mappings and automations until the flow is reliable.
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Complete Operations Catalog - 126 Actions & Triggers
