How to Connect Paperless Pipeline to Contacts API

Connecting the Contacts API with Paperless Pipeline for seamless data flow

How to connect the Contacts API with Paperless Pipeline

This guide shows how to authenticate, access endpoints, and automate common workflows between Paperless Pipeline and the Contacts API to manage contacts, notes, tasks, and appointments.

Authenticate the Contacts API

Obtain a secure access token and configure your Paperless Pipeline integration to call the GHL Contacts API with the required scope: contacts.readonly.

Authenticate Paperless Pipeline

Connect Paperless Pipeline to GHL by supplying your API credentials and selecting the appropriate authentication method to securely access the Contacts API.

Key Endpoints Overview

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

Top 3 connection patterns between Paperless Pipeline and the Contacts API

Read a contact and its tasks

Trigger: when a contact is opened, fetch core details and related tasks to prepare a task list in Paperless Pipeline.

Actions: GET /contacts/:contactId and GET /contacts/:contactId/tasks to populate Paperless Pipeline with a contact and its task context.

Methods: GET /contacts/:contactId and GET /contacts/:contactId/tasks

id, name, email, tasks[].id

Top 3 connection patterns between Paperless Pipeline and the Contacts API

Notes synchronization for a contact

Trigger: viewing or updating notes pulls in the latest notes to Paperless Pipeline

Actions: GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id

Methods: GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id

notes.id, notes.content, notes.createdAt

Top 3 connection patterns between Paperless Pipeline and the Contacts API

Appointments and business context

Trigger: appointment events update Paperless Pipeline records

Actions: GET /contacts/:contactId/appointments; GET /contacts/; GET /contacts/business/:businessId

Methods: GET /contacts/:contactId/appointments; GET /contacts/; GET /contacts/business/:businessId

appointmentId, date, status

No-code benefits of connecting Paperless Pipeline with the Contacts API

Automate contact updates between Paperless Pipeline and GHL without writing code.

Keep notes, tasks, and appointments in sync across systems for a unified workflow.

Speed up onboarding and approvals with repeatable, template-based integrations.

Glossary of Key Terms

Core elements and processes you’ll interact with: contacts, tasks, notes, appointments, and tags, all accessible via the GHL Contacts API and Paperless Pipeline connectors.

Contacts

People in your CRM who have records in Paperless Pipeline and can be interacted with via the API.

Tasks

Actions or work items assigned to a contact that drive your workflow.

Notes

Internal or customer-facing comments stored with a contact.

Appointments

Scheduled events linked to a contact, like calls or meetings.

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Creative ideas for integrating Paperless Pipeline with the Contacts API

Automated contact enrichment

Automatically pull and populate contact details from Paperless Pipeline into GHL using the API to keep records fresh.

Task-driven workflows

Create tasks in Paperless Pipeline based on GHL events and update statuses in real time.

Notes-driven updates

Sync notes between systems to ensure everyone sees the latest context.

Three simple steps to connect Paperless Pipeline with the Contacts API

Create and configure your GHL app

Register the integration, set endpoints and requested scopes in GHL.

Authorize and authenticate

Obtain API credentials and test the connection to the Contacts API from Paperless Pipeline.

Test and deploy

Run end-to-end tests, monitor logs, and deploy to production.

Frequently Asked Questions

Do I need coding knowledge?

No prior coding is required. The integration uses standard REST calls and straightforward authentication. You’ll configure the app, test a few endpoints, and start automating tasks with no-code tools.

The core endpoints include getting and listing contacts, notes, tasks, and appointments. Depending on your needs, you may use read-only endpoints for syncing data or add create/update endpoints for ongoing management.

Yes. Zapier provides a connector that can call the GHL Contacts API from Paperless Pipeline. You may map fields and trigger actions in either direction.

Authentication typically uses OAuth or API keys. You’ll securely store tokens in Paperless Pipeline and refresh as needed while making requests to the GHL API.

Rate limits depend on your GHL plan. Expect standard API limits and implement retries with exponential backoff to handle spikes.

Handle HTTP errors gracefully with clear messages, log failures, and provide idempotent operations when possible.

Yes. A step-by-step setup guide is included in the docs and this page, with screenshots and examples to get you live quickly.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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