To access Contacts data from Payfunnels, use the provided OAuth scopes. Scope: contacts.readonly ensures read access to contacts, tasks, notes, and related items as needed.
Ensure Payfunnels is granted permission to call the GHL Contacts API and that you configure the client ID, client secret, and redirect URL in your app settings.
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 fetch a contact’s profile to personalize outreach.
Use GET /contacts/:contactId and, if needed, GET /contacts/:contactId/notes to gather context.
GET /contacts/:contactId
contactId, email
Trigger on task creation or update to sync status.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/tasks
GET /contacts/:contactId/tasks
contactId, taskId
Trigger when notes are added to a contact to provide context in workflows.
POST /contacts/:contactId/notes; GET /contacts/:contactId/notes
GET /contacts/:contactId/notes
contactId, noteId
Automate basic contact lookups and data enrichment without writing code.
Sync tasks, notes, and appointments to keep your team aligned.
Trigger conditional workflows in your CRM and marketing sequences with real time data.
Essential elements and processes you’ll encounter when integrating GHL Contacts API with Payfunnels include contacts, tasks, notes, endpoints, authentication, and data flows.
A person stored in your Contacts API with identifying fields such as contactId and email.
A unit of work linked to a contact used to track activities and follow-ups.
A contextual comment attached to a contact for team reference.
A specific API path that performs an action or retrieves data.
Use GET /contacts/:contactId to fetch profile details and enrich your Payfunnels automations with up-to-date information.
Create and update tasks automatically when a contact reaches a milestone or triggers an event in Payfunnels.
Attach notes from Payfunnels activities to the contact for quick reference inside your team workflows.
Create an API credential in GHL and authorize Payfunnels to access Contacts data.
Select the endpoints you need (for example, GET /contacts/:contactId, GET /contacts/:contactId/tasks) and set the proper scopes (contacts.readonly).
Test calls in a sandbox environment, monitor results, and deploy to production once validated.
The required scope is contacts.readonly, which allows read access to contacts, tasks, and notes. Ensure your app requests only the scopes needed for your integration. If you need write access, you can request additional scopes per your GHL policy.
No-code options exist via Zapier and other automation tools. For custom setups, developers can call the endpoints directly using OAuth credentials and handle responses.
Yes. You can GET tasks via /contacts/:contactId/tasks and GET notes via /contacts/:contactId/notes. You can also POST to create new tasks or notes as needed.
Start with GET /contacts/:contactId to retrieve contact profiles, then add tasks and notes endpoints as your workflow requires.
Use a sandbox app, validate responses, and check that the scopes and permissions are correct. Use logs and webhook testing if supported by your setup.
Authenticate calls using OAuth and include the access token in the Authorization header. Refresh tokens as needed and ensure tokens are stored securely.
GET fetches data without changing state. POST creates new resources like contacts, tasks or notes. Use PUT/PATCH to update existing resources and DELETE to remove them.
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