To begin, generate an API key with the contacts.readonly scope, then store it securely. In some setups you may also exchange OAuth tokens for long-lived access. Always use secure storage and rotate credentials every 90 days.
Create a new connection in Octopush SMS and grant it permissions to read and post contact data. Verify the connection after entering the API key and choosing the appropriate scope to ensure messages can be sent on behalf of your contacts.
Available endpoints (example usage):\n- GET /contacts/:contactId — Retrieve a single contact\n- GET /contacts/:contactId/tasks — List tasks for a contact\n- GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task\n- GET /contacts/:contactId/notes — List notes for a contact\n- GET /contacts/:contactId/notes/:id — Retrieve a note\n- GET /contacts/:contactId/appointments — List appointments for a contact\n- GET /contacts/ — List all contacts\n- GET /contacts/business/:businessId — Get contacts for a business\n- POST /contacts/ — Create a new contact\n- PUT /contacts/:contactId — Update a contact\n- DELETE /contacts/:contactId — Delete a contact\n- POST /contacts/:contactId/tasks — Create a task\n- PUT /contacts/:contactId/tasks/:taskId — Update a task\n- PUT /contacts/:contactId/tasks/:taskId/completed — Mark task as completed\n- DELETE /contacts/:contactId/tasks/:taskId — Delete a task\n- POST /contacts/:contactId/tags — Add tags to a contact
Trigger: when a task tied to a contact is marked completed in the Contacts API (PUT /contacts/:contactId/tasks/:taskId/completed).
Action: send an SMS via Octopush to the contact’s phone number with a concise status update.
Method path: PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId, status, phone
Trigger: a new contact is created (POST /contacts/).
Action: send a welcome SMS using Octopush with the contact’s name.
Method path: POST /contacts/
contactId, name, phone
Trigger: a tag is added to a contact (POST /contacts/:contactId/tags).
Action: send targeted SMS when specific tags are set.
Method path: POST /contacts/:contactId/tags
contactId, tags, phone
Fast setup: connect with a few clicks and start sending SMS without custom coding.
Consistency: standardized data flows between your Contacts API data and SMS campaigns.
Automation: trigger messages based on CRM events to save time and reduce manual work.
Understand the core elements that make up the integration: API keys, endpoints, authentication, and automated workflows.
A unique credential that authenticates requests to the Contacts API and controls access scope.
A specific URL path that returns data or performs an action in the API.
An authorization framework used to grant access without sharing passwords, often used for long-lived tokens.
The maximum number of API calls allowed in a given window to prevent abuse.
Send a tailored welcome SMS based on contact segment when a new contact is created.
Trigger reminder messages when a critical task is due in the Contacts API.
Only send SMS after explicit opt-in signals in your CRM.
Create and secure an API key for the Contacts API, with the necessary scope, then validate the connection in Octopush SMS.
Grant Octopush SMS access to your Contacts API connection and test data flow.
Create automation rules to trigger SMS on CRM events using the endpoints listed above.
This integration connects the Contacts API with Octopush SMS to automate SMS messages based on CRM data and events. It enables real-time outreach and scalable notifications without manual data entry.\nYou can start with simple triggers and expand as your automation needs grow.
You typically authenticate with an API key scoped to contacts.readonly (and more if needed). Some setups use OAuth tokens for long-term access. Always protect credentials and rotate regularly.\nIf your security policy requires, set IP allowlists and secret vaults for secure storage.
Common endpoints include retrieving contacts, their tasks, notes, and tags. Start with GET /contacts/:contactId and POST /contacts/ to create records, then build automations around task and note events.\nRefer to the endpoint list above for a full map of available operations.
Test the connection in Octopush by creating a test contact and sending an SMS using a test template. Monitor request and response logs in your API provider and Octopush to verify data flow.\nEnable sandbox mode if available to avoid live messages during setup.
Usage limits depend on your plan and rate-limits set for the API. Expect throttling if you exceed the defined calls per minute. Coordinate batch calls if possible to stay within limits.\nCheck your SLA to estimate monthly quotas.
Yes. You can customize message content, incorporate contact fields (name, phone), and adapt templates for different tags or events. Use dynamic fields to personalize SMS texts.
Today this page focuses on Octopush SMS as the App Connector example. For other apps, you can adapt the same approach to connect the GHL Contacts API with different messaging services.
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Complete Operations Catalog - 126 Actions & Triggers
