GHL requires Pennylane to authenticate with the Contacts API using OAuth or tokens. Scope: contacts.readonly ensures read access to contacts data.
Grant Pennylane permission to read and synchronize your Contacts data through the GHL API by following the OAuth flow in your GHL account.
– GET /contacts/:contactId — Retrieve a single contact – GET /contacts/:contactId/tasks — List a contact’s tasks – GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task – GET /contacts/:contactId/notes — List notes for a contact – GET /contacts/:contactId/notes/:id — Retrieve a specific note – GET /contacts/:contactId/appointments — Get a contact’s appointments – GET /contacts/ — List contacts – GET /contacts/business/:businessId — List contacts for a business – contacts.write — Write access to contacts (used for creation or updates) – POST /contacts/ — Create a new contact – PUT /contacts/:contactId — Update a contact – DELETE /contacts/:contactId — Delete a contact – POST /contacts/:contactId/tasks — Create a new task for a contact – PUT /contacts/:contactId/tasks/:taskId — Update a task – PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task complete – DELETE /contacts/:contactId/tasks/:taskId — Delete a task – POST /contacts/:contactId/tags — Add tags to a contact
Trigger: Retrieve a contact’s core fields when contactId is provided.
Actions: Fetch name, email, phone; sync to Pennylane, and trigger follow-ups.
GET /contacts/:contactId
contactId, name, email, phone
Trigger: Pull tasks for a given contact.
Actions: Retrieve tasks, create or update in Pennylane.
GET /contacts/:contactId/tasks
contactId, taskId, status, dueDate
Trigger: Retrieve notes for a contact.
Actions: Pull notes, attach to contact in Pennylane.
GET /contacts/:contactId/notes
contactId, noteId, content, dateCreated
Zero-code data retrieval: pull contacts, tasks, and notes without writing code.
Fast onboarding: connect and start automating in minutes.
Scalable workflows: extend automations across teams with API triggers.
This glossary defines endpoints, triggers, actions, and key fields used to connect Pennylane with the GHL Contacts API.
Application Programming Interface: a defined set of rules for accessing the GHL Contacts data.
A specific URL path in the API that performs an action, e.g., GET /contacts/:contactId.
Process of proving identity and authorizing access to GHL data via OAuth or API tokens.
The data sent with requests or responses, typically JSON.
Use endpoints to fetch or create new contacts in Pennylane when leads enter your funnel.
Automatically fetch and create tasks for contacts when updates occur to keep teams aligned.
Sync notes from GHL into Pennylane to enrich contact history and reporting.
Begin with OAuth or API token setup to authorize Pennylane to access GHL data.
Select the endpoints you want to enable in Pennylane (contacts, tasks, notes, etc.).
Run tests, verify data sync, and monitor activity logs before going live.
Endpoints vary from read operations to create and update actions. Core read endpoints include retrieving a contact, their tasks, and notes. Write operations such as creating contacts or tasks require appropriate permissions. The list above outlines available endpoints to tailor your integration. Review endpoint usage to design efficient, no-code automations in Pennylane. For best results, start with read-only access to validate data flow, then progressively enable write endpoints as your workflows mature.
No extensive coding is required for basic setup. Pennylane can connect to the GHL Contacts API using OAuth or API tokens, and you can select endpoints through the interface to automate data flows. Advanced automations can leverage built-in triggers and actions without writing code. If you need deeper customization, you can extend your workflows with custom fields and conditional logic inside Pennylane.
Supported authentication methods include OAuth flows and API tokens depending on your GHL account configuration. OAuth provides user-consent-based access, while tokens can be used for server-to-server integrations. Ensure the token or OAuth client has the required scopes, such as contacts.readonly, for the operations you plan to perform. Always rotate credentials securely and monitor access logs for unusual activity.
With the contacts.readonly scope, Pennylane can read contact details, related notes, and associated tasks. It cannot modify contacts unless you grant additional write permissions. Use the readonly scope for reporting, analytics, and view-only automations, then upgrade to write scopes if updates are required.
Testing involves running sample calls against the API endpoints from Pennylane to verify data accuracy and latency. Use test contacts, tasks, and notes to validate mappings, then review logs and error messages. After successful tests, deploy to production with monitoring in place.
Yes, you can write or update contacts if your authorization includes write permissions. Operations like POST, PUT, and DELETE enable creating and modifying contacts, tasks, and tags. Implement safeguards, such as confirmation steps and rollback plans, to protect data integrity.
Rate limits and quotas depend on your GHL plan. Check your account dashboards for API usage and set up alerts for spikes. If you anticipate high traffic, consider batching requests or staggering calls to stay within limits while maintaining data freshness.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
