Use OAuth 2.0 tokens or API keys to securely authorize requests to the Contacts API. Your app should request the scope contacts.readonly to access read-only data.
Nudgify uses a secure OAuth 2.0 client credentials flow to authenticate to the Contacts API. Store tokens securely and refresh them before they expire.
Available read-only 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
Trigger: when a contact is accessed or updated in Nudgify, pull the latest contact data and related tasks to keep Nudgify insights current.
Actions: fetch contact profile, associated tasks, and their statuses to drive Nudgify nudges and automation.
Methods: use GET on /contacts/:contactId and /contacts/:contactId/tasks to build a live view inside Nudgify.
Key fields: contactId, taskId
Trigger: on-demand refresh of notes and appointments to support Nudgify storytelling.
Actions: pull notes and appointment data for each contact to enrich Nudgify content.
Methods: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments.
Key fields: contactId, id, appointmentId, notesId
Trigger: batch data pull for reporting and deep Nudgify insights.
Actions: aggregate contacts, tasks, notes, and tags to power Nudgify dashboards.
Methods: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/tags.
Key fields: contactId, taskId, id, tagId
Automate data enrichment without writing code; Nudgify can pull up-to-date contact data on demand.
Speed up workflows by reusing existing endpoints to populate Nudgify insights and nudges.
Ensure data consistency with real-time pulls from the Contacts API.
This glossary explains endpoints, authentication, data fields, and processes used to connect Nudgify to the Contacts API.
A person in your CRM whose details, tasks, notes, and engagements are stored.
A task represents an item assigned to a contact, including status and due date.
Notes are free-form entries linked to a contact to capture observations, comments, or updates.
An appointment is a scheduled meeting with a contact, including time and location.
Use GET /contacts/:contactId to pull current details and surface them in Nudgify insights.
Sync contact tasks to show progress and upcoming actions in Nudgify dashboards.
Aggregate data from contacts, notes, and appointments to build actionable Nudgify dashboards.
Obtain API credentials and authorize Nudgify to access the Contacts API with scope contacts.readonly.
Choose GET endpoints relevant to Nudgify use cases and map contact fields to Nudgify fields.
Run tests, set up automated syncing, and create failure alerts.
No coding is required to start. The Nudgify to Contacts API integration uses standard REST endpoints and an OAuth flow to securely connect your apps. You can configure endpoints and mappings in seconds and test the flow in a safe environment. Once connected, Nudgify will display enriched contact data without writing any code.
You will typically use GET endpoints to read data: GET /contacts/:contactId to fetch profile data, GET /contacts/:contactId/tasks for tasks, GET /contacts/:contactId/notes for notes, and GET /contacts/:contactId/appointments for meetings. You can start with a minimal set and expand as needed. Endpoints can be chained to build a fuller view of each contact.
OAuth 2.0 with client credentials is recommended for secure server-to-server access. API keys may also be used if supported, but keep credentials secure and rotate them regularly. Use the minimal scope necessary, such as contacts.readonly, to limit exposure.
Yes. With scope set to contacts.readonly, the integration is limited to read-only data access. If you need write capabilities, you must request additional scopes and adjust permissions accordingly.
To test, connect in a staging environment, run sample GET requests against a known contact, and verify the responses in Nudgify. Check for data freshness, pagination, and error handling.
Many endpoints support pagination; use limit and offset or page parameters to retrieve data in chunks. You can also apply filters like businessId when fetching contacts.
After a successful sync, data appears in Nudgify dashboards and segments. Use Nudgify reporting features to view contact-based nudges, activity, and outcomes.
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