Authenticate with GHL using OAuth tokens. Include the bearer token in the Authorization header and rotate tokens regularly
Authorize PassKit Membership to access GHL data by following the OAuth flow and selecting the proper scope such as contacts.readonly
Key endpoints 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 when a contact is created or updated in PassKit Membership to push updates to the GHL Contacts API
Create or update the corresponding contact in GHL and map name email and phone
PUT /contacts/:contactId
contactId name email phone
Trigger when tasks are updated in either system to keep parity
Create or update tasks in the opposite system and map status dueDate and title
PUT /contacts/:contactId/tasks/:taskId
taskId status dueDate title
Trigger on note or appointment changes in either system
POST /contacts/:contactId/notes
noteId appointmentId content datetime
No code automation that streamlines data between PassKit Membership and GHL
Faster onboarding for PassKit Membership through automated provisioning and sync
Reliable real time data parity without custom development
This section defines terms and core processes used in the integration
A defined URL in the GHL API used to perform an action on data such as contacts tasks notes or appointments
The process to prove identity and obtain access to the API typically via OAuth tokens
Permissions granted to an API token that limit readable or write access
The maximum requests allowed per minute or hour to prevent abuse
Set up a trigger to provision a PassKit Membership profile automatically
Push task updates from PassKit to the GHL Tasks endpoint to maintain parity
Mirror notes and calendar events between systems to keep data current
Obtain OAuth credentials and authorize the integration in your GHL and PassKit settings
Select endpoints contacts tasks notes and appointments and map core fields name email status
Run test syncs review logs fix mapping then enable live sync
You can read and modify contacts and related resources within the scope contacts.readonly. Use endpoints to fetch create update or delete records as allowed. Map fields carefully to PassKit Membership to maintain data parity.
Yes you can configure this integration with no code using Zapier App Connector. Choose triggers and actions connect accounts and map fields. You still need to test flows and ensure mappings are correct.
Authentication uses OAuth 2.0 bearer tokens. Include the token in the Authorization header and protect the token. Refresh tokens as needed and store credentials securely.
Key endpoints for syncing include GET /contacts/:contactId, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags. Also use GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments to keep data current.
Yes notes and appointments can be synced bi directionally. Map fields and test flows to ensure data parity and avoid duplicates.
API rate limits apply. If you hit the limit back off and retry after the recommended interval. Check response headers for limit details and implement exponential backoff.
Use the built in logs in the integration tool to view calls and errors. Enable debug or verbose mode and review webhook events and response codes to troubleshoot.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers