Use your GHL API credentials to authorize calls to the Contacts API from OneNote. Start with the scope of contacts.readonly to fetch data, and add write permissions only if you plan to create or update records.
Grant OneNote access to your Contacts data within GHL. This app will request the minimum permissions needed to read notes, tasks, and contact details.
The Contacts API 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, contacts.write, 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 new note is added to a contact in the Contacts API.
Action: create or update a OneNote page containing the note content and related contactId.
Endpoint used: GET /contacts/:contactId/notes
Key fields: contactId, id, content, updatedAt
Trigger when a contact’s tasks change (created, updated, or completed).
Action: mirror tasks in OneNote, updating status and due dates.
Endpoint: GET /contacts/:contactId/tasks and POST /contacts/:contactId/tasks
Key fields: contactId, taskId, completed, title
Trigger: contact profile updates or new contact creation.
Action: assemble selected fields into a single OneNote page with sections for notes, tasks, and basic contact info.
Endpoint: GET /contacts/:contactId
Key fields: contactId, name, email, phone, lastModified
Build powerful automations without writing a single line of code.
Keep your team aligned by surfacing real-time contact data inside OneNote.
Speed up onboarding and client outreach with ready-to-use notes and summaries.
A quick glossary of the terms and processes used in this integration.
A specific URL and method used to interact with a resource in the API.
OAuth 2.0 is the industry-standard framework for granting apps access to data without sharing passwords.
A webhook is a real-time notification sent by the API when an event occurs.
An API endpoint is a specific URL for a defined action or data retrieval.
Set up a nightly or weekly process that pulls core contact fields and appends them to a OneNote page.
When a task is finished in the Contacts API, create a corresponding note in OneNote for audit trails.
Group notes by customer segments to improve search and context in OneNote.
Register in the GHL developer portal and generate client credentials for your app.
Use OAuth to authorize and select the required scopes, such as readonly and optionally write.
Test end-to-end before enabling live syncing and monitor logs.
The Contacts API exposes endpoints to fetch contacts, notes, tasks, and appointments. Permissions are controlled by the OAuth scopes you grant; read-only scope allows viewing data, while write scopes enable creating notes and updating tasks.
OneNote will request access using your GHL credentials via OAuth. You can grant the minimal scope required. Practice principle of least privilege and rotate tokens.
Notes and tasks endpoints such as GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks are used to pull data. You can map these fields to OneNote pages and sections.
No coding is required if you use a no-code automation platform with prebuilt connectors. Some basic understanding of endpoints and fields helps.
API rate limits can apply; check the GHL developer docs for current quotas. Implement retries and exponential backoff where appropriate.
Yes, you can tailor which fields are synced, how notes look, and where pages are created. Use templates to keep formatting consistent.
Use sandbox or test environments, simulate events, and verify results in OneNote. Review logs to fix any mismatches.
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Complete Operations Catalog - 126 Actions & Triggers
