Authenticate API calls using the GHL scope: contacts.readonly. Use your client credentials and follow OAuth 2.0 or API key methods as documented in your developer settings.
In Paperbell, generate an API key or OAuth token and configure the connected app with the correct redirect URI and scopes for the Contacts API.
Common endpoints used for integration include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and related task/note operations such as POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes.
Trigger: when a contact is created or updated in GHL, automatically upsert the corresponding Paperbell contact.
Actions: upsert the Paperbell contact, map key fields (name, email, phone, tags) and ensure a consistent profile in Paperbell.
POST /contacts/
Key fields: id, name, email; map to Paperbell’s contact record.
Trigger: when a Paperbell task is created or updated for a contact, mirror in GHL as a task.
Actions: create/update a GHL task under the linked contact; update status when completed.
POST /contacts/:contactId/tasks
Key fields: task title, due date, status, linked contactId.
Trigger: when a Paperbell note is added or updated for a contact, mirror in GHL as a note.
Actions: create or update a GHL note under the contact; attach content and date.
POST /contacts/:contactId/notes
Key fields: note content, date, noteId.
Faster onboarding: new leads automatically become Paperbell contacts, reducing manual data entry and duplicate records.
Consistent data across apps: updates in GHL reflect in Paperbell and vice versa, keeping records aligned.
Improved follow-ups: integrated tasks and notes help you stay on top of client journeys without switching tools.
This glossary explains core terms and processes used when integrating the GHL Contacts API with Paperbell.
GHL API refers to the set of endpoints that allow programmatic access to Contacts, Tasks, Notes, and more in your GHL account.
Paperbell is the app you’re connecting to the GHL API for client management, scheduling, and onboarding workflows.
The listed endpoints (GET, POST, PUT, DELETE) support reading and writing on Contacts, Tasks, and Notes.
Credentials, tokens, and scopes used to authorize API calls between GHL and Paperbell.
When a new contact is added in GHL, automatically create a welcome onboarding task in Paperbell to kick off the client journey.
Keep Paperbell profiles aligned with changes in GHL contact records to ensure accurate client information.
Backfill or synchronize notes between Paperbell and GHL for a complete activity history.
Create and securely store API credentials in Paperbell; configure the connected app in GHL with the proper redirect URI.
Grant the required scopes, such as contacts.readonly, to allow read access to contacts and related resources.
Run a test with a sample contact to verify data flow and monitor logs for any errors.
No coding is required for a basic setup. This is a no-code integration using API connectors or automation tools to map data between GHL and Paperbell. You can start with simple triggers and actions without writing code. If you need deeper customization, you can leverage webhooks or a custom app later. For most teams, the starter flow is sufficient: authenticate, map essential fields, and begin syncing contacts, tasks, and notes with minimal maintenance.
Essential endpoints for a basic sync include GET /contacts/:contactId to fetch contact data, POST /contacts/ to create new contacts, and PUT /contacts/:contactId to update existing ones. For tasks and notes, use POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes to create items, with GET endpoints to verify data. You can start with contacts and gradually add tasks and notes as you confirm the data flow between GHL and Paperbell.
Yes. Field mappings between GHL and Paperbell can be customized to align with your data model. Define how name, email, phone, and tags translate to Paperbell fields, and consider using a mapping table to handle differences in data formats. Most integrations store key identifiers (like email) to ensure deduplication and proper linking between systems.
To revoke access, remove the connected app in both GHL and Paperbell and revoke any issued tokens. After revocation, existing data remains in each system, but new sync actions will stop until re-authentication is completed. Always test the connection after re-authentication to confirm that data flows resume correctly.
If a contact is deleted in GHL, the behavior depends on your workflow. You can choose to retain Paperbell data for historical records, or suspend related Paperbell entries and tasks until the contact is restored. Consider implementing a soft-delete policy to preserve history while keeping systems in sync. Regular audits of linked records help prevent orphaned data and ensure clean data hygiene.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
