Use the PartnerStack app credentials and grant the Contacts API scope read only to securely access contact data. Store secrets securely and rotate credentials regularly
To connect PartnerStack, obtain a client id and client secret from PartnerStack, configure them in the GHL integration settings, and use them to authorize API calls toward the Contacts API
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 PartnerStack to sync to the Contacts API
Actions sync contact details, emails and phone numbers to the Contacts API and create related tasks if needed
GET /contacts/:contactId
contactId name email phone
Trigger on new or updated tasks in PartnerStack to reflect in Contacts API tasks
Actions: create or update tasks for a contact and push task status to the Contacts API
POST /contacts/:contactId/tasks
contactId taskId title dueDate status
Trigger on notes creation or update in PartnerStack to sync to the Contacts API notes
Actions create or update notes associated with a contact
GET /contacts/:contactId/notes
contactId noteId noteContent
Fast setup with no coding required
Seamless data sync across platforms with automated workflows
Reduced maintenance time and faster go live
This glossary explains key terms used in this guide and how elements interact in the integration
A route that specifies how to access a resource using an HTTP method
Process used to verify identity before granting access to data
An event that starts an automation or data flow
The data carried in requests and responses
When a new lead is created in PartnerStack, automatically create or update a contact in the Contacts API
Create tasks in PartnerStack when a contact has follow ups due and sync to GHL tasks
Aggregate notes from PartnerStack into GHL to keep all context in one place
Obtain and securely store the PartnerStack client credentials
Map the Contacts API endpoints to PartnerStack events and setup webhooks
Test data flows in a staging environment before going live
The integration can sync contact fields such as name email and phone between PartnerStack and the Contacts API. You can also link related tasks notes and appointments for a complete contact record. The setup supports bi directional updates where supported by the endpoint permissions.
No code options are available through the GHL app connector. You can configure triggers actions and mappings using the UI. For advanced flows consider using the API directly or pairing with a no code automation platform.
Read only scope ensures you can retrieve contact data without modifying it. If write access is needed you can request additional scopes and adjust the app permissions accordingly.
Yes, triggers can be set up for new or updated contacts tasks and notes. You can tailor conditions to fit your workflow and test thoroughly.
Common errors include invalid credentials expired tokens and missing required fields. Use token refresh and check endpoint documentation for required parameters. Implement retries with exponential backoff.
Rate limits vary by endpoint and plan. Monitor API usage in the dashboard and implement graceful retries to avoid disruption.
Endpoint definitions are documented in the integration guide. Review the endpoint paths and required fields and test in a sandbox before live use.
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Complete Operations Catalog - 126 Actions & Triggers
