Access to the Contacts API requires a valid API key with the appropriate scope (contacts.readonly). Store credentials securely and rotate keys regularly.
Grant Nusii Proposals access to your Contacts data via OAuth or an API token exchange. Use least privilege and scope down to required read or write capabilities.
Key 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
Trigger: when a contact is updated in Contacts API, fetch latest tasks to sync to Nusii
Action: Pull contact data via GET /contacts/:contactId and pull related tasks via GET /contacts/:contactId/tasks
Method path: GET /contacts/:contactId
Key fields: contactId, name, email, phone, tasks
Trigger: new contact created in Contacts API
Action: Use POST /contacts/ to create contact in Contacts API and then create a Nusii proposal linkage in Nusii Proposals
Method path: POST /contacts/
Key fields: contactId, name, email
Trigger: contact notes updated
Action: POST /contacts/:contactId/notes to fetch and then attach note to related Nusii proposal
Method path: POST /contacts/:contactId/notes
Key fields: contactId, noteId, content
No code automation lets you sync contacts and proposals without writing a single line of code.
Visual workflows in Zapier map data fields between systems for predictable results.
Fast setup with ready-made endpoints and triggers reduces time to value.
Understand the elements: endpoints, triggers, actions, and data fields, plus how to test and monitor connections.
A person in your CRM whose information you manage via Contacts API.
A to-do item linked to a contact that helps manage activities.
A text entry attached to a contact used to capture information.
A URL for an API operation that returns or updates data.
Automatically generate a Nusii proposal whenever a contact record changes, keeping proposals in sync with CRM activity.
Map contact tasks to Nusii project tasks to reflect action items in proposals.
Push notes from the contact record as client comments in the Nusii proposal.
Prepare API keys with the required scopes and securely store them in your integration tool.
Add endpoints, set up authentication, and map fields between Contacts API and Nusii Proposals in Zapier.
Create a test workflow that triggers on contact updates and creates or updates Nusii proposals accordingly.
You should request the minimum permissions necessary, typically read access for syncing data. If you need to write, ensure you have explicit authorization. Always follow your security policies. Test in a sandbox first to avoid impacting live data.
The endpoints you use will depend on the workflow. Commonly used endpoints include retrieving contacts, tasks, notes, and creating or updating records. Always consult the API docs for the latest capabilities. For tests use a development environment.
No heavy coding is required if you use Zapier or a similar integration. You will configure triggers, actions, and data mappings in a visual editor. Some basic JSON or field mapping may be helpful but not mandatory.
The connection uses API keys and OAuth tokens. Store credentials securely and rotate keys regularly. Use encrypted connections (HTTPS) and apply scope-based access.
Yes. Use a test or sandbox environment to validate workflows without touching live contact data. Most platforms provide a sandbox mode or sample data.
Check Zapier task history and API logs in your GHL account. Set up alerting for failures and use retries.
If you hit API rate limits, implement exponential backoff, stagger requests, and batch calls where possible. Consider upgrading plan if higher quotas are needed.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
