Access is granted via OAuth-style tokens with the scope ‘contacts.readonly’. Request tokens through your GHL developer console and store them securely. Rotate credentials regularly and respect rate limits.
Onoff Business uses a secure client credential flow to obtain access tokens for the GHL Contacts API. Store client IDs and secrets securely, and refresh tokens as needed to maintain uninterrupted access.
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
Triggered when Onoff Business needs a contact’s basic profile to enrich a workflow or display up-to-date information.
Actions include fetching the contact’s core fields (name, email, phone), plus any mapped custom fields you configure.
GET /contacts/:contactId
id, name, email, phone, lastModified
Triggered when tasks related to a contact need to be displayed or synchronized in Onoff.
Actions: fetch tasks, read task details, update status or completion from Onoff.
GET /contacts/:contactId/tasks
taskId, title, dueDate, status, completed
Triggered when notes or appointments must be shown or synced to Onoff’s CRM.
Actions: pull notes and appointments, create notes, update appointment times as needed.
GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments
noteId, content, appointmentId, time
Fast onboarding with API endpoints and mapped fields—no custom coding required.
Unified data view across contacts, tasks, and notes enables real-time insights and automation.
Secure, auditable API calls with scoped access and token rotation for compliance.
Elements include endpoints, authentication, data mapping, syncing triggers, error handling, and security considerations.
Application Programming Interface — a set of rules that allow software components to communicate with each other.
OAuth 2.0 is a framework for authorization tokens that grant apps access to user data without sharing passwords.
A specific URL in an API that performs a defined function or returns data.
Permissions granted to an app, such as readonly access to contacts.
Automatically pull additional fields from GHL when a contact is created in Onoff to enrich the contact profile.
Consolidate tasks from the Contacts API into Onoff’s workflow view for a single source of truth.
Use notes to trigger reminders or follow-ups in Onoff, keeping engagement consistent.
Obtain client credentials for GHL and connect Onoff Business to the Contacts API using the approved OAuth flow.
Select the necessary endpoints and map fields to Onoff’s data structures for seamless data flow.
Run tests, verify data integrity, monitor logs, fix issues, and deploy to production.
The Contacts API exposes endpoints to read contacts, their tasks, notes, and related data. Examples include GET /contacts/:contactId and GET /contacts/:contactId/tasks. You can also fetch notes and appointments with dedicated endpoints. Use the endpoints listed in the endpoint section to design your workflows. For production use, combine these calls with proper data mapping in Onoff and implement pagination and error handling.
Authentication is performed via OAuth-like tokens with the scope ‘contacts.readonly’. Obtain tokens from the GHL developer console and attach them to your requests. Store tokens securely, rotate them regularly, and follow best practices for token refresh and revocation. Ensure your app requests only the permissions it needs and adheres to rate limits.
With readonly scope, you can retrieve contact data, tasks, notes, and related metadata but cannot modify them. This is ideal for analytics, reporting, and read-only automation triggers. If you need write capabilities, you would require elevated scopes and appropriate approval.
Writing or updating contacts requires higher permissions beyond the readonly scope. This typically involves additional approval and secure handling of write endpoints like POST /contacts/ and PUT /contacts/:contactId. Plan these actions carefully and implement proper validation and conflict resolution.
Handle errors by inspecting HTTP status codes and error messages returned by the API. Implement retry logic for transient failures and exponential backoff. Monitor rate limits and design your integration to back off when nearing quotas. Maintain robust logging for troubleshooting.
No extensive coding is required if you’re using a platform like Onoff with built-in connectors. However, you will need to map fields, set up authentication, and configure endpoints. A basic understanding of RESTful APIs and data mapping will help you configure the integration quickly.
You can test API calls in a sandbox or using a staging environment provided by GHL. Use sample data, verify field mappings, and validate end-to-end flows before deploying. Monitor logs and set up alerts for failures during tests.
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Complete Operations Catalog - 126 Actions & Triggers
