To access the Contacts API you will configure a client in GHL and grant the necessary scope, which is contacts.readonly. Use OAuth 2.0 or API keys as provided by the API.
In Payaca, authorize the GHL connection by selecting the Contacts API integration and entering the client credentials and scopes defined during setup. This ensures all calls are authenticated.
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 you need to load full contact details into Payaca workflows.
Actions: GET /contacts/:contactId; GET /contacts/:contactId/notes; GET /contacts/:contactId/tasks
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: When you need to display or act on tasks for a contact.
Actions: GET /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/tasks
GET /contacts/:contactId/tasks
Key fields: taskId, status, dueDate, title
Trigger: When a note needs to be appended or updated for a contact.
Actions: GET /contacts/:contactId/notes; POST /contacts/:contactId/notes; PUT /contacts/:contactId/notes/:id
PUT /contacts/:contactId/notes/:id
Key fields: id, note, createdAt
Real time sync of contact data between Payaca and GHL reduces manual data entry.
Centralized access to contact data across apps keeps teams aligned and up to date.
Scoped permissions like contacts.readonly enhance security and compliance.
This section defines core elements such as contacts, tasks, notes, and appointments and explains the processes to connect and use them in Payaca with GHL.
An individual person record in the Contacts API with identifiers and contact details.
A to do item linked to a specific contact used to track activity.
A text entry attached to a contact used for notes and updates.
A URL path for performing an action against the API.
Pull new contacts from Payaca into the GHL Contacts store automatically during onboarding.
Route tasks between Payaca and GHL based on contact events to streamline workflows.
Create and sync notes across platforms for a single source of truth.
Obtain credentials and authorize the connection between Payaca and the Contacts API.
Set the scope to contacts.readonly and configure webhooks if needed.
Run test calls to verify endpoints and then enable the integration for production.
The integration uses the contacts.readonly scope to retrieve contact related data from the GHL Contacts API. This scope ensures read access only and helps protect data while enabling visibility across Payaca workflows. If you need write access, discuss an expanded scope with your admin. Always follow the principle of least privilege to minimize risk.
Authentication is handled by standard OAuth 2.0 or API key methods provided during setup. You will exchange client credentials for an access token and include that token in each request. If tokens expire, use the refresh flow to obtain a new token without user intervention.
You can access a broad set of endpoints for contacts, including retrieving a contact, their tasks, notes, and appointments. Endpoints for creating, updating, or deleting are available for certain actions such as tasks and notes depending on your access level. Review the endpoint list in the integration guide for the exact paths.
With the current scope you can read data. Write capabilities depend on granted permissions. If you need create or delete actions, you must request elevated permissions and ensure compliance with your security policies.
Notes and tasks can be synchronized to reflect updates across systems. Real time syncing depends on webhook configuration and rate limits. Plan for occasional delays during high traffic and monitor activity in both Payaca and GHL dashboards.
API rate limits apply to all calls. If you approach or exceed limits, implement exponential backoff and retry logic. Consider batching requests where supported and caching results for read heavy workflows.
If connections fail, verify credentials, scopes, and endpoint URLs. Check your network settings and ensure webhooks are reachable. Review error messages from responses to diagnose authorization, rate limit, or path issues and re-authenticate if needed.
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