Authenticate requests to the Contacts API using API keys or OAuth. Favor secure storage of credentials and request the contacts.readonly scope (or broader as needed) to access contact data.
Authorize Paymo to access the Contacts API using OAuth 2.0 or API tokens, enabling secure bidirectional data exchange between systems.
Key endpoints you may leverage include: GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks to pull related tasks, GET /contacts/:contactId/notes for notes, and POST /contacts/ to create new contacts. Use the full list below as needed for your workflows, noting that some endpoints require write permissions such as POST, PUT, or DELETE.
Trigger when a new contact is created in GHL to fetch the full profile from the Contacts API and create or update the corresponding Paymo contact.
Actions: update Paymo contact fields (name, email, phone) and optionally create related tasks or notes for onboarding.
GET /contacts/:contactId
contactId, name, email, phone
Trigger when a contact’s task updates occur in the Contacts API to reflect status changes in Paymo.
Actions: pull /contacts/:contactId/tasks and sync task status, due dates, and assignments in Paymo.
GET /contacts/:contactId/tasks
contactId, taskId, status, dueDate
Trigger when notes are added or updated for a contact in the Contacts API to keep Paymo notes current.
Actions: sync /contacts/:contactId/notes to Paymo notes and attach notes to the related contact timeline.
GET /contacts/:contactId/notes
contactId, noteId, content
Automate data sync and workflow orchestration without writing a single line of code.
Improve data accuracy across systems with consistent, real-time updates.
Speed onboarding and scale your processes using ready-made, repeatable flows.
This glossary defines core elements and processes used in the Paymo–GHL integration for quick reference.
A contact is a person or client in Paymo with basic details and associated data such as tasks, notes, and activities.
An endpoint is a specific API URL that performs an action or retrieves data from a service.
A task is a unit of work linked to a contact in Paymo, with status, due dates, and assignees.
Notes are contextual records attached to a contact to capture insights, history, and communications.
Automatically create or update a Paymo contact when a new contact is added in GHL, ensuring data parity across platforms.
Trigger Paymo tasks when contact changes occur in GHL to keep teams aligned on next steps.
Sync notes from GHL into Paymo for a complete client history in one place.
Obtain API tokens or OAuth credentials and grant the required scopes (e.g., contacts.readonly) to access data.
Set up your authentication method and test endpoints like GET /contacts/:contactId to validate connectivity.
Create Zapier triggers and actions to ensure reliable, real-time data flow between GHL and Paymo.
No-code setup is possible with automation platforms like Zapier or Integromat. The core steps involve granting the Contacts API the necessary scopes, configuring a trigger for new or updated contacts, and mapping fields to Paymo. After authorization, test the connection to confirm data flows correctly. If you hit a validation error, review the endpoint path and credentials.
For a basic sync, focus on retrieving and updating primary contact fields. Use GET /contacts/:contactId to fetch a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and optionally GET /contacts/:contactId/tasks to pull related tasks. Ensure the required scope includes read/write permissions as needed.
Authentication typically uses OAuth 2.0 or API tokens. Start by registering your app in the GHL dashboard and obtaining client credentials, then configure Paymo to exchange tokens securely. Store tokens securely and refresh as needed. Test requests with a sandbox or staging environment before going live.
Yes. By polling or using webhooks where supported, you can reflect changes across systems. Real-time syncing depends on the provider capabilities and your plan. Build workflows that trigger updates when contacts, tasks, or notes change.
Common fields include contactId, name, email, phone, company, and notes. You can extend with custom fields as needed. Map fields carefully to ensure Paymo reflects the latest contact data.
Rates or quotas depend on your API plan. Exceeding limits may throttle requests. Plan for batching or back-off strategies and monitor usage via your provider dashboard.
Official endpoints and documentation are available in the GHL developer portal and the Paymo integration docs. Look for the Contacts API reference and sample workflows to get started.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
