Authenticate requests with OAuth 2.0 tokens scoped to contacts.readonly. Include Authorization: Bearer
Obtain an Okta API token or OAuth credentials and store them securely. Ensure the tokens have the necessary write permissions for contacts data and configure secure secret management.
GET /contacts/:contactId — Retrieve a single contact GET /contacts/:contactId/tasks — List tasks for a contact GET /contacts/:contactId/tasks/:taskId — Get a specific task GET /contacts/:contactId/notes — List notes for a contact GET /contacts/:contactId/notes/:id — Get a specific note GET /contacts/:contactId/appointments — List appointments for a contact GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts by business POST /contacts/ — Create a new contact PUT /contacts/:contactId — Update a contact DELETE /contacts/:contactId — Delete a contact POST /contacts/:contactId/tasks — Create a task for a contact PUT /contacts/:contactId/tasks/:taskId — Update a task PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task complete DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact
Trigger: a new user is added in Okta triggers a new contact in Contacts API.
Actions: create contact in Contacts API using POST /contacts/ and map fields like name, email, and phone.
POST /contacts/
Key fields: email, name, external_id (Okta user ID).
Trigger: when an Okta task is created/updated, reflect in Contacts via the relevant endpoint.
Actions: create or update Contacts API tasks via POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId.
PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: updates to notes or tags in Contacts are mirrored in Okta and vice versa.
Actions: post notes via POST /contacts/:contactId/notes and manage tags via POST /contacts/:contactId/tags.
POST /contacts/:contactId/notes
Key fields: contactId, noteId, content
Faster onboarding: automatically provision contacts when new Okta users are created.
Unified data: keep contact details synchronized across Okta and Contacts API.
Automation: set up triggers and actions without writing code.
This glossary defines essential terms (API, endpoint, OAuth, scope) and core processes used in GHL and Okta integrations.
Application Programming Interface: a set of rules that lets apps talk to each other and request data or trigger actions.
OAuth 2.0 is an authorization framework that issues access tokens to authorize API requests without sharing credentials.
An API path that performs a function (e.g., GET /contacts/:contactId).
A permission boundary that limits what an app can access on a user’s data.
Automatically create a Contact when a new user is added in Okta, ensuring consistent identity data.
When a task is assigned in Okta, create or update a related task in Contacts API to track progress.
Sync notes and tags between Okta and Contacts API to keep teams aligned across tools.
Obtain OAuth client credentials for GHL and an Okta API token; store securely using secret management.
Assign contacts.readonly and any write scopes as needed on GHL, plus necessary Okta permissions.
Establish connections in your Zapier app and run test calls against endpoints to verify behavior in a staging environment.
The endpoint list shows the available calls you can make from Okta to GHL. Use GET for read operations, POST/PUT for create or update, and DELETE to remove data. Review each endpoint’s parameters and response fields to map data correctly between systems. Having a clear map of endpoints helps you design reliable automations and error handling.
You can build either no-code automations in Zapier to connect Okta and GHL or write custom logic if needed. The Zapier app connector provides triggers and actions for common flows, while API calls can be scripted for advanced scenarios. If you prefer low-code, start with built-in triggers and actions and add custom webhooks as you scale.
Security and data privacy are critical: use OAuth tokens, rotate credentials, and restrict scopes. Ensure encrypted storage of secrets and comply with data handling policies for both Okta and GHL endpoints. Always test in a staging environment before going live to protect user data.
Yes. Triggers like new or updated contacts, tasks, or notes can initiate actions in the Contacts API. Map events in Okta to corresponding endpoints in GHL and use webhooks or polling to sync state. Set up error handling to retry or alert on failed calls.
Supported methods include OAuth 2.0 for authorization and API tokens where supported. Use standard Authorization headers for requests and manage token lifetimes with refresh flows. Review endpoint documentation for the exact auth requirements per endpoint.
Test connectivity by using sandbox or staging credentials, then call representative endpoints (GETs first) to verify data structure. Use sample records to confirm mapping between systems.
Endpoint docs are typically provided with the API reference for each operation (GET, POST, PUT, DELETE). Look for sections detailing update and delete operations and sample payloads. If you can’t find them, consult the API provider’s developer portal or contact support.
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Complete Operations Catalog - 126 Actions & Triggers
