Access to the Contacts API requires a valid GHL access token. Include the token in the Authorization header as a Bearer token for every request.
Authenticate with PDF-API-io using your API key from the app dashboard. Use the recommended Authorization header or x-api-key header as documented by PDF-API-io.
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; contacts.write; 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 new contact is created or updated in Contacts API
Actions: fetch contact details, populate a PDF template in PDF-API-io, and deliver the PDF via email or cloud storage
GET /contacts/:contactId
Key fields: contactId, email, pdfTemplateId
Trigger: On contact activity update or at scheduled intervals
Actions: pull contact history, generate a summary PDF, attach to the contact’s record, and store in cloud
GET /contacts/:contactId/notes
Key fields: contactId, summaryTemplateId
Trigger: New or updated contact data or batch job
Actions: gather data from GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, then generate and deliver PDFs
GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, templateId, pdfOutput
Build complex PDFs without coding using visual workflows and templates
Automate data pulls from Contacts API to PDF-API-io on triggers
Scale to many contacts and generate PDFs in bulk with consistent templates
Key elements include API endpoints, triggers, actions, and data fields. Processes cover authentication, data retrieval, and PDF generation.
Application Programming Interface that enables data exchange between systems.
A specific URL path that performs an action or retrieves data from the API.
A callback URL that an app calls to notify about events in real time.
Method of proving identity to the API, typically via tokens or keys.
Trigger PDF generation when a new contact is added, pulling essential fields to populate a template and deliver to clients.
Create and file PDFs per contact into cloud storage with searchable, standardized names.
Generate one-click PDFs that summarize activity, notes, and tasks for fast outreach planning.
Obtain your API token for Contacts API and an API key for PDF-API-io from their dashboards.
Add the tokens to your workflow’s authentication block and test requests to ensure valid responses.
Create a test workflow that retrieves a contact, generates a PDF, and emails it to the client.
No coding is required for many common tasks thanks to visual builders and templates. You can connect the two apps using no-code workflows to fetch contact data and generate PDFs. For power users, you can extend workflows with custom steps and logic as needed. The platform supports adapters and pre-built actions to simplify setup.
Key endpoints for PDF generation typically involve retrieving contact data (GET /contacts/:contactId), related notes (GET /contacts/:contactId/notes), and tasks (GET /contacts/:contactId/tasks). Combining these with PDF templates in PDF-API-io enables enriched documents. You may also pull activity summaries (GET /contacts/:contactId/notes) as part of the PDF content.
Authenticate requests by using your GHL access token in the Authorization header (Bearer token) and your PDF-API-io API key (or Bearer token) for the PDF service. Rotate credentials regularly and store them securely in your integration tool. Always test in a staging environment before going live.
Yes. You can trigger PDF delivery automatically after generation via email, or store PDFs in cloud storage and share links. Workflows can be scheduled or event-driven (e.g., on contact updates) to ensure timely delivery without manual intervention.
The Contacts API exposes fields such as contactId, name, email, phone, company, and related notes, tasks, and appointments. The exact fields depend on your schema, but you can map core fields into your PDF templates for personalized documents.
Rate limits depend on your GHL plan and PDF-API-io usage. To avoid throttling, implement exponential backoff, batch requests where possible, and stagger triggers for bulk PDF generation. Monitor usage via logs and dashboards.
Usage and logs are accessible from your integration platform’s dashboard. You can review API calls, responses, and error messages, and you can set up alerts for failures or unusual activity.
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Complete Operations Catalog - 126 Actions & Triggers
