Use OAuth 2.0 with scopes for reading and writing contacts as needed. Store tokens securely and rotate them regularly.
Optmyzr credentials (API key or OAuth tokens) are used to access endpoints. Apply least privilege and respect rate limits.
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — Retrieve tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task; GET /contacts/:contactId/notes — Retrieve notes; GET /contacts/:contactId/notes/:id — Retrieve a note; GET /contacts/:contactId/appointments — Retrieve appointments; GET /contacts/ — List contacts; GET /contacts/business/:businessId — List contacts by business; contacts.write — scope; POST /contacts/ — Create contact; PUT /contacts/:contactId — Update contact; DELETE /contacts/:contactId — Delete; POST /contacts/:contactId/tasks — Create task; PUT /contacts/:contactId/tasks/:taskId — Update task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark complete; DELETE /contacts/:contactId/tasks/:taskId — Delete task; POST /contacts/:contactId/tags — Add tags
Trigger when a contact is viewed or updated in GHL to fetch the latest record from /contacts/:contactId.
Actions: create or update the contact in Optmyzr; map name, email, phone, and status; push updates back if required.
GET /contacts/:contactId
contactId, email, name
Trigger when a contact task is created or updated in GHL to sync with Optmyzr.
Actions: sync task data to Optmyzr; update status and due date; create or update in Optmyzr Tasks.
GET /contacts/:contactId/tasks
contactId, taskId, status
Trigger when notes are added or updated on a contact in GHL to pull notes into Optmyzr.
Actions: sync notes with Optmyzr notes log and attach to the contact history.
GET /contacts/:contactId/notes
contactId, id
No-code setup: use the Zapier App Connector to map endpoints and fields without writing code.
Real-time data synchronization between GHL and Optmyzr reduces manual data entry.
Scalable workflows with error handling, retries, and audit trails.
Core concepts explained: API, endpoint, trigger, action, OAuth, and data mapping.
Definition: A set of rules and tools for building software and applications; provides access to data and actions.
Definition: An open standard for access authorization that minimizes credential sharing; commonly used to grant apps access to APIs securely.
Definition: A person in your CRM with fields like name, email, phone, and status.
Definition: An action item linked to a contact, often with due dates and completion status.
Pull contact data from GHL and enrich Optmyzr campaigns with enriched profiles and scoring.
Assign tasks in Optmyzr based on contact activity to keep teams aligned.
Aggregate notes into concise summaries to speed up context for outreach.
Obtain OAuth tokens with scopes for contacts.readonly and contacts.write as needed.
Map endpoints to Optmyzr workflows and set up data mapping rules.
Test integrations, enable retries, monitor activity, and review logs.
The Contacts API lets you read and manage contact data, including core fields like name, email, phone, and status. It also exposes related resources like tasks and notes to give you a complete picture of each contact. Use these endpoints to synchronize data with Optmyzr campaigns and workflows. In production, apply least privilege access and protect tokens to reduce risk.
Yes—depending on your use case, you may need write access to create or update tasks, notes, or contacts. Start with read-only access to explore the data model, then request additional scopes for write operations. Always validate changes in a staging environment first. Remember to handle permissions and audit trails to maintain data integrity.
OAuth 2.0 is used for secure authentication. Exchange a client credential or authorization code for access tokens and refresh tokens. Rotate tokens before expiry and store them securely in your vault. Re-authenticate as needed when permissions change. Document token scopes precisely to avoid over- or under-permissioning your integration.
Rate limits prevent abuse and ensure stability. Plan retries with exponential backoff and cache non-changing responses where possible. If you hit a limit, wait briefly and retry, and consider staggering requests across steps in your workflow. For heavy usage, contact support to discuss higher limits or app-specific quotas.
Field mapping is achieved through your integration layer or Zapier App Connector. Align GHL contact fields (name, email, phone) with Optmyzr fields and define rules for when to push updates. Validate mappings with sample contacts to ensure data integrity. Keep a changelog of mapping changes and test edge cases like nulls and duplicates.
Yes. You can create new contacts via POST /contacts/ and update existing ones with PUT /contacts/:contactId. Be mindful of required fields and validation rules. After creation, sync IDs back to Optmyzr so subsequent updates stay aligned. Use idempotent requests where possible to prevent duplicate records.
Endpoint references and examples are available in the API docs and this page. Start with GET /contacts/:contactId to fetch a single contact, then explore tasks and notes endpoints to extend your integration. If you need help, contact support or your account representative for guidance. Keep a sample dataset handy for testing your mapping rules.
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Complete Operations Catalog - 126 Actions & Triggers
