Access requires a valid API key or OAuth token with the contacts.readonly scope. Store credentials securely and rotate regularly. Use your GHL API name and the app name when configuring connections.
PDF-app credentials include a client ID and secret issued for this integration. Use OAuth 2.0 flows or API keys as configured, and scope access to contacts resources.
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 GHL, fetch the latest data via GET /contacts/:contactId to keep PDF-app in sync.
Actions: pull contact details, update local records, and refresh related tasks, notes, and appointments.
GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email, phone, lastUpdated
Trigger: new or updated tasks and notes under a contact trigger the relevant endpoints.
GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
Key fields: taskId, noteId, subject, content, updatedAt
Trigger: on demand or scheduled data sync to ensure complete parity across systems.
Endpoints used: GET /contacts, POST /contacts, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes
Key fields: contactId, businessId, endpoint, dataPayload
Automate workflows without writing code using pre built connectors and endpoints.
Rapid setup with guided authentication and clear endpoint references.
Secure, scalable data exchange with audit trails and built in error handling.
Common elements include endpoints, methods, triggers, actions, and data fields used to map your workflow from GHL to PDF-app.
Retrieves data from the server without making changes.
Sends new data to the server to create a resource.
Updates an existing resource with new values.
Removes a resource from the server.
Set up a webhook like flow that pushes changes from GHL to PDF-app when a contact is updated.
Automatically create tasks in PDF-app when tasks are added in GHL and keep statuses in sync.
Synchronize notes and attachments to PDF-app for complete context.
Obtain a valid API key or OAuth token with the contacts.readonly scope and set credentials in the PDF-app configuration.
Set up GET and POST endpoints as needed, map data fields, and test calls using a sandbox environment.
Run end to end tests, validate data integrity, and deploy to production with monitoring.
Access is available through a valid API key or OAuth token with the contacts.readonly scope. You can call endpoints to read contact data, tasks, notes, and appointments. No code can be required if your workflow uses pre built connectors. For advanced needs, you can write custom logic to transform data as it moves between GHL and PDF-app.
You can access contact details, tasks, notes, and appointments. Data types include strings, IDs, timestamps, and nested objects like tasks and notes. Use proper field mappings to align PDF-app records with GHL records for accurate sync.
Authentication uses either API keys or OAuth 2.0 tokens with the appropriate scope. Your app credentials are configured in PDF-app. Access is authorized per token lifetimes and can be refreshed as needed. Always protect credentials and rotate them regularly.
Rate limits depend on your API plan. If you approach the limit, implement exponential backoff and retry logic. Use pagination for large result sets and monitor response headers for quota usage.
Map fields by matching IDs, names, and standard fields like email and phone. Use consistent data types and handle null values gracefully to avoid data integrity issues during sync.
Bulk operations are supported through batch-like calls or scheduled sync. For large migrations, paginate results and process in chunks to prevent timeouts. Always verify data after bulk actions.
The endpoint reference is available in the API docs and in the Endpoint List section above. Use GET endpoints to discover data and POST/PUT/DELETE for modifications as needed.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
