Otter-ai uses OAuth 2.0 to request the contacts.readonly scope from GHL. After you authorize, Otter-ai receives an access token it uses to call the endpoints on your behalf.
Otter-ai authenticates with GHL via OAuth 2.0. Your app will receive a client credential and redirect URI during setup, then present a consent screen to grant the requested scope.
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
Trigger: a new contact is created or updated in Otter-ai, then create or update the corresponding contact in GHL.
Actions: map name, email, phone, and company to GHL contact fields via POST/PUT /contacts/:contactId.
GET /contacts/:contactId to fetch, then POST /contacts/ or PUT /contacts/:contactId to sync.
Key fields: contactId, firstName, lastName, email, phone.
Trigger: Otter-ai creates a task for a contact or updates a related note.
Actions: create or update tasks in GHL using POST /contacts/:contactId/tasks and update status.
POST /contacts/:contactId/tasks
Key fields: taskId, title, due, status.
Trigger: new or updated notes for a contact in Otter-ai.
Actions: push notes to GHL using POST /contacts/:contactId/notes.
POST /contacts/:contactId/notes
Key fields: id, content, createdAt.
Build powerful automations with a visual editor—no code required.
Synchronize contacts, tasks, and notes across Otter-ai and GHL for a single source of truth.
Reuse templates to scale workflows across teams and use cases.
Key elements include the GHL API, Otter-ai app connector, OAuth 2.0 flow, and a set of endpoints used to move data between apps.
A defined set of endpoints that let apps request and send data.
A specific URL in an API that performs a function, such as /contacts/:contactId.
An authorization framework that grants limited access to a user’s data.
Permissions granted to an app to access specific data.
Pull notes and activity from Otter-ai to enrich GHL contact records and guide follow-ups.
Update task status in GHL when Otter-ai notes reflect changes in engagement.
Trigger real-time alerts in Otter-ai when a GHL contact crosses a threshold.
Register Otter-ai in the GHL developer portal and obtain client credentials.
Use OAuth to grant read-only scope: contacts.readonly.
Run tests against GET /contacts and related endpoints to verify data flow.
Otter-ai can access contact basic fields such as name, email, phone, and company, along with related activity pulled from the GHL Contacts API, depending on the granted scope. This enables richer automation and more informed follow-ups within GHL.
Yes. Read-only access is sufficient for many automations like syncing records, triggering notifications, and generating reports. If you need to create or update data, you would request higher scopes and adjust permissions accordingly.
Use the GHL developer console or your integration tool to test endpoints such as GET /contacts and GET /contacts/:contactId. Simulate triggers from Otter-ai to verify data flow and mappings.
Minimal coding is required. The setup leverages OAuth 2.0, RESTful endpoints, and visual workflow builders. Basic REST knowledge helps, but most tasks can be completed via the UI.
Connections should use HTTPS with OAuth tokens; rotate credentials regularly and monitor access in the GHL admin panel. Follow best practices for secret storage and least privilege access.
Rate limits vary by endpoint and plan, typically ranging from hundreds to thousands of requests per hour. Plan ahead for peak loads and implement backoff and caching where possible.
Yes. You can map fields between Otter-ai and GHL using the integrated field mapping options. If a field is missing, create a custom field in GHL and update your mappings accordingly.
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Complete Operations Catalog - 126 Actions & Triggers
