Requests must be authenticated with your GHL API credentials and the PDF co app credentials to ensure secure access
Store credentials securely rotate keys regularly and use OAuth or API keys as recommended. Include example headers to verify requests
The integration uses endpoints to read and write contacts manage tasks notes and more. Examples include GET /contacts/:contactId and POST /contacts/
When a contact is created or updated in PDF-co the connector syncs the contact data to the Contacts API to keep records current
Create update and attach core fields such as name email and phone
GET /contacts/:contactId fetches a contact record
id name email phone lastUpdated
Trigger a new task in the Contacts API when PDF-co flags a follow up is needed
Create tasks with title dueDate and status and update as completed
POST /contacts/:contactId/tasks
taskId title dueDate status
Add notes or tags in PDF-co and mirror them to the Contacts API in real time
Create notes update tags and attach related data to the contact
POST /contacts/:contactId/notes
noteId content createdAt
Fast setup with a no code connector between PDF-co and the Contacts API no coding needed
Automatic data sync reduces manual entry and keeps data consistent across systems
Unified view of contacts tasks notes and tags in one place
This section defines the core elements and processes for connecting PDF-co to the Contacts API including data mapping authentication endpoints and workflow triggers
Application Programming Interface a defined set of rules that lets PDF-co and the Contacts API communicate
A specific URL path in the API that performs a function such as GET /contacts/:contactId
An authorization framework that enables secure access to the Contacts API without sharing passwords
A real-time notification mechanism from the API to your app when data changes
When a PDF is uploaded parse data and push to the Contacts API to create a new contact
Trigger tasks when a contact changes in PDF-co and mirror updates to the Contacts API
Keep notes and activity history in sync across both platforms
Obtain API tokens for PDF-co and configure in the connector to authorize requests
Link API endpoints to your PDF-co workflows such as GET /contacts and POST /contacts
Run tests verify data monitor logs and go live
The PDF-co to Contacts API integration lets you read and write contact data from PDF driven workflows without coding. It supports typical operations such as retrieving a contact listing tasks and adding notes. You can use the endpoints to create new contacts from PDF data and keep activity like tasks and notes synchronized for a complete view of each contact.
Coding is not required if you use the no code connector in the PDF-co app. It provides prebuilt actions mapped to common API calls. For custom scenarios you can extend the connector with additional fields or use the API directly in your own code if needed.
You can sync core contact data such as name email phone id and supplementary fields like notes and tags. You can also sync tasks and notes related to a contact to keep the history complete across systems.
Authentication uses tokens from both PDF-co and the Contacts API. Use secure storage rotate keys and protect requests with proper headers. Use HTTPS and monitor access logs for unusual activity.
Yes you can automate task creation updates and note syncing based on PDF-co events such as new forms or changes to contact data. Configure triggers in the connector to create tasks or notes automatically as data changes.
The wrapper provides endpoints for reading and writing contacts tasks notes and more. Key endpoints include GET /contacts/:contactId POST /contacts GET /contacts/:contactId/tasks POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes. You can test endpoints in a sandbox before going live and map fields to your PDF-co workflow.
Yes you can test in a sandbox if your provider offers it. Use test tokens and sample data to validate behavior without impacting real data. After testing move to production and enable monitoring to ensure data integrity.
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Complete Operations Catalog - 126 Actions & Triggers
