Use OAuth 2.0 with the GHL application scopes (readonly by default). For write operations, request the contacts.write scope and securely store access tokens and refresh tokens.
Outfield authenticates to GHL via OAuth client credentials or token-based API keys. Keep credentials secret, rotate regularly, and use encrypted storage.
Endpoints used by the integration 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; 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: On contact create or update in Outfield, push the changes to GHL using PUT /contacts/:contactId or POST /contacts/ as appropriate.
Actions: create or update contact, ensure task and note associations are preserved, and refresh contact’s linked data.
Methods: POST /contacts/ for new entries; PUT /contacts/:contactId for updates; GET can be used to verify.
Key fields: contactId, firstName, lastName, email, phone, company, customFields
Trigger: Outfield queries /contacts/ to display up-to-date contact lists in dashboards using GET /contacts/ and GET /contacts/:contactId
Methods: GET /contacts/ and GET /contacts/:contactId
Key fields: contactId, name, email, phone, lastActivity
Trigger: When tags or notes are updated in GHL, mirror changes in Outfield via POST /contacts/:contactId/tags and POST /contacts/:contactId/notes.
Actions: sync tags, create or attach notes to the Outfield contact record, keep history.
Methods: POST /contacts/:contactId/tags; POST /contacts/:contactId/notes
Key fields: contactId, tagList, notes[]
Automate data flow without writing a line of code.
Consolidate contact, task, and note data into a single view for your team.
Create reliable workflows using triggers and actions between GHL and Outfield.
Define the core data elements (Contact, Task, Note, Appointment) and how data moves between Outfield and GHL via the endpoints above.
A person entry in GHL with identifying details such as name, email, phone, company, and custom fields.
A to-do item related to a contact used to track activities and follow-ups.
A message or comment attached to a contact or activity to capture context.
A scheduled meeting or call linked to a contact, with date, time, and attendees.
When a new contact is created in Outfield, automatically create a related task in GHL using POST /contacts/:contactId/tasks to keep follow-ups on track.
Add a note in GHL when a key update happens in Outfield to preserve context in both systems.
Synchronize contact tags between Outfield and GHL to support segmentation and reporting.
Register the Outfield app in GHL, obtain client credentials, and request the appropriate scopes (readonly for basic sync, write for updates).
Align Outfield fields to GHL Contacts fields (name, email, phone, company, notes, tasks) and choose which endpoints to enable.
Run end-to-end tests, verify data integrity, monitor error logs, and move to production with rate limits in mind.
No coding is required for standard syncs with Outfield. Use the built-in triggers and actions to connect fields between systems. If you need a custom workflow, you can map fields and conditions in the integration settings.
The integration leverages endpoints such as GET /contacts/:contactId, GET /contacts/, POST /contacts/, PUT /contacts/:contactId, and endpoints for tasks, notes, and tags. This provides a full picture of a contact lifecycle.
The integration adheres to standard OAuth 2.0 flows and token management, with data transmitted over HTTPS. Tokens are stored securely and rotated regularly.
Yes—If you request the write scope (contacts.write), Outfield can create and update contacts, tasks, notes, and tags in GHL. Ensure you handle conflicts gracefully.
We support conflict resolution strategies such as last-write-wins or field-level mapping with timestamps. You can configure fallback values and retries.
Common scopes include contacts.readonly for basic access and contacts.write for modifications. Always request the minimum scopes necessary.
API rate limits vary by plan. Monitor quotas in the GHL developer console and implement exponential backoff and retry logic.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
