How to connect Novi AMS to the Contacts API

Bringing Contacts data from GHL into Novi AMS for unified workflows

How to connect the Contacts API with Novi AMS

To integrate Novi AMS with the GHL Contacts API, authenticate securely, configure endpoints, and enable syncing of contacts, tasks, notes, and appointments. This guide walks through authentication, endpoint usage, and best practices for reliable data flow.

Authenticate the Contacts API

Access to the Contacts API requires an API key or OAuth credentials generated in your GHL developer console. Store credentials securely in Novi AMS and rotate them periodically.

Novi AMS authentication

Novi AMS uses client credentials and access tokens to authorize requests to the GHL Contacts API. Configure secure storage and implement token refresh.

GHL Contacts API endpoints you can use with Novi AMS

Available endpoints include: 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; 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

Top 3 connection patterns between Contacts API and Novi AMS

1) Real time lookup on contact creation

When a contact is created in Novi AMS, fetch the latest record from the Contacts API to ensure up to date data.

Actions include creating or updating the contact in Novi AMS and attaching related tasks, notes, and tags.

Method paths: GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId

Key fields: contactId, businessId, email, and tags for accurate syncing.

Top 3 connection patterns between Contacts API and Novi AMS

2) Bi directional sync for tasks and notes

Trigger when a task or note is updated in either system and push changes to the other side.

Actions: mirror task status, sync notes content, and update timestamps.

Method paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes

Key fields: contactId, taskId, noteId, status, dueDate.

Top 3 connection patterns between Contacts API and Novi AMS

3) Tag driven segmentation sync

Whenever a tag is added or removed on a contact, reflect the change in Novi AMS segments.

Actions: apply or update tags, trigger automations in Novi AMS, and update segment membership.

Method paths: PUT /contacts/:contactId/tags, GET /contacts/:contactId

Key fields: contactId, tagIds, segments

No code benefits with GHL Contacts API and Novi AMS

No code required for basic integration using visual builders and webhooks.

Faster time to value, easier maintenance, and safer credential handling with centralized secrets.

Templates and reusable mappings scale across teams and projects.

Key terms and glossary

Key elements and processes include authentication, endpoint access, data mapping, sync scheduling, and error handling to ensure reliable integration.

API

Application Programming Interface, a set of rules that allows software to talk to each other.

Endpoint

A specific URL exposed by an API where data can be requested or actions executed.

Authentication

The process of proving identity and permissions before API access, typically via API keys or OAuth tokens.

Rate limit

The maximum number of API requests allowed in a given time window to prevent abuse.

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Creative ideas to optimize the Novi AMS and Contacts API integration

Automated contact enrichment

Automatically enrich contact records in Novi AMS by pulling verified data from the Contacts API during sync.

Smart cleanup and deduplication

Use endpoint events to identify duplicates and merge them to keep data clean.

Workflow triggered automations

Trigger automated campaigns or tasks in Novi AMS when certain fields or tags change via the Contacts API.

Three steps to connect Contacts API with Novi AMS

Step 1: Gather credentials

Collect your API key or OAuth credentials from GHL and securely store them in Novi AMS using a secrets manager.

Step 2: Configure endpoints and mappings

Define which endpoints you will use, map fields between systems, and set up data transformation rules for a clean sync.

Step 3: Test, monitor, and iterate

Run validation tests, monitor error rates, and refine mappings to ensure reliable data flow over time.

Frequently Asked Questions

What is the GHL Contacts API and how does it connect to Novi AMS?

The GHL Contacts API lets you access and manage contact data such as profiles, tasks, notes, and tags. Connecting Novi AMS to this API enables auto syncing of records, improving data accuracy. You can configure which fields map between the systems and set up automatic updates as data changes.

You can authenticate with API keys or OAuth tokens. API keys are simple for server to server integrations, while OAuth provides user delegated access and token refresh. Always store credentials securely and rotate them regularly.

The core endpoints include retrieving and updating contacts, tasks, notes, appointments, and tags. Use GET for reads, POST to create, PUT to update, and DELETE to remove records as needed. Mapping ensures data stays in sync.

Plan for retries with exponential backoff and implement error handling in Novi AMS. Check API responses for status codes, and log failures for cleanup and alerting. Implement queueing if event volume spikes.

Yes, with properly configured mappings and webhook or polling strategies you can sync data in both directions. Maintain data consistency by agreeing on identity fields and conflict resolution rules.

Basic setup can be done with no-code tools and presets, but advanced scenarios may require small scripts or automations to handle custom mappings or complex transformations.

Use built in dashboards in Novi AMS and log monitors in your API gateway to track sync status, successes, and failures. Set up alerts for errors and performance bottlenecks.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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