Use the GHL API key or OAuth token to authorize OBVIO to call endpoints like GET /contacts/:contactId and POST /contacts/.
In OBVIO, configure OAuth or API key credentials and grant access to your GHL Contacts data.
OBVIO will interact with the following GHL Contacts API endpoints: 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 opening a contact in OBVIO, fetch the latest profile from GHL.
Actions: Pull contact data, pull tasks, notes, and upcoming appointments to surface context.
Method Path: GET /contacts/:contactId
Key fields: contactId; basic profile fields like name, email, and phone.
Trigger: New or updated contact in OBVIO triggers a write to GHL.
Actions: POST /contacts/, PUT /contacts/:contactId, manage tags.
Method Path: POST /contacts/, PUT /contacts/:contactId
Key fields: contactId, businessId, tags
Trigger: When a contact’s task is created or updated in OBVIO.
Actions: Create tasks, update task status, complete tasks, delete tasks.
Method Path: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Unified customer view across OBVIO and GHL.
Real-time data synchronization (contacts, tasks, notes, and appointments) without writing code.
Automation-ready workflows using endpoint data for reps and teams.
This glossary defines terms used in this guide: Contact, Endpoint, Trigger, Action, and Field. See the definitions below.
A person in your GHL CRM whose data OBVIO can access and synchronize.
A specific API route you call to perform a function (for example, GET /contacts/:contactId).
A condition that starts an automation or data sync in OBVIO via GHL.
An operation executed as part of an automation or integration.
Automatically fetch updated contact details when you open OBVIO to keep records fresh.
Create and assign tasks based on notes or changes in contact data.
Pipe endpoint data into dashboards and reports for better visibility.
Create a GHL API key or OAuth token and authorize OBVIO.
Select endpoints you will use, such as GET /contacts/:contactId and POST /contacts/.
Run tests to ensure proper data sync and then deploy live integration.
OBVIO can access contact records, tasks, notes and appointments through the GHL Contacts API. Only data covered by the granted scope is accessible. You control which fields are synced and how often. This keeps your OBVIO workspace aligned with your GHL CRM without exposing unnecessary data.
Authenticate OBVIO using either a GHL API key or OAuth token. After authentication, OBVIO will securely request access to the configured endpoints. If the token expires, refresh it according to the OAuth flow or reissue a new API key.
Commonly used endpoints include retrieving a contact (GET /contacts/:contactId), listing a contact’s tasks (GET /contacts/:contactId/tasks), and creating or updating contacts (POST /contacts/ and PUT /contacts/:contactId). For task management, you’ll also use PUT and DELETE for specific tasks.
Yes, OBVIO can write to Contacts data if your credentials include write permissions. This enables creating new contacts, updating existing records, and managing related tasks or notes. Ensure you review the permissions before enabling write access.
Read-only scope is often enough for viewing and syncing data. If you need to modify records or create new ones from OBVIO, you’ll want write permissions. Always start with the least privilege necessary and elevate only as required.
Handle errors by checking API response codes and messages. Implement retry logic for transient errors, and log failures to your sync dashboard. If you encounter authentication issues, revalidate tokens or keys and confirm your app’s permissions.
OBVIO can provide access logs and sync activity within the integration dashboard. You can view recent requests, success rates, and any failed calls to diagnose issues quickly.
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Complete Operations Catalog - 126 Actions & Triggers
