Authenticate API calls using your GHL credentials with the Contacts API scope (contacts.readonly). Use OAuth 2.0 or API keys as provided by your GHL account, and rotate tokens regularly.
Picky Assist authenticates to the GHL-backed Contacts API using standard OAuth tokens and the app’s client credentials. Store tokens securely and refresh as needed.
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 contact is updated in Picky Assist, fetch the latest data via GET /contacts/:contactId to keep records in sync.
Actions: Retrieve contact data, attach related tasks or notes as needed to the contact timeline.
Method Path: GET /contacts/:contactId
Key Fields: contactId, updatedAt, status
Trigger: New contacts created in Picky Assist are sent to Contacts API via POST /contacts/
Actions: Create or update contact records, then optionally create initial tasks or notes.
Method Path: POST /contacts/
Key Fields: contactId, name, email
Trigger: When a task is created in Picky Assist, push to Contacts API via POST /contacts/:contactId/tasks
Actions: Create, update, or mark tasks as completed using PUT /contacts/:contactId/tasks/:taskId and DELETE when needed.
Method Path: POST /contacts/:contactId/tasks
Key Fields: contactId, taskId, status
Benefit 1: Build powerful automations without custom code by wiring Picky Assist to the Contacts API.
Benefit 2: Centralize contacts, tasks, and notes in one workflow to improve efficiency.
Benefit 3: Real-time data sync keeps teams aligned and reduces manual data entry.
Key elements include endpoints, triggers, actions, and data fields used to map contactId, taskId, notes, and tags.
A contact is an individual in your Contacts API dataset who can have associated tasks, notes, and appointments.
A task is a to-do item linked to a contact, used to track activities and due dates.
A note is a text entry attached to a contact for context or history.
An API endpoint is a specific URL path that performs an action against the Contacts API.
Automatically enroll new contacts from Picky Assist into the Contacts API and create initial tasks to kick off follow-ups.
Use notes to trigger reminders and follow-ups through Picky Assist and the Contacts API.
Tag contacts and push updates to segments for targeted campaigns.
Obtain credentials and set scope to contacts.readonly for read access to contacts.
Choose endpoints like GET /contacts/:contactId and POST /contacts/ and map fields accordingly.
Test in sandbox, verify data integrity, handle errors, and deploy to production.
The Contacts API provides read access to contacts, their tasks, notes, and appointments. This enables you to fetch and display current information in your workflows. Depending on your plan, you may also have write permissions to create or modify records where allowed by your scope. If your authorization includes additional scopes, you may also be able to create or update contacts, tasks, and notes from Picky Assist.
Requests must be authenticated using OAuth 2.0 tokens or API keys issued by GHL, with the correct scope (e.g., contacts.readonly or broader). Include the Authorization header in each call and manage token lifecycles. Refresh tokens as needed, respect rate limits, and rotate credentials periodically to maintain security.
For basic sync, start with GET /contacts/:contactId to pull contact details and GET /contacts/ to list contacts. These endpoints establish the read flow and data visibility across systems. To create or update data, use POST /contacts/ and PUT /contacts/:contactId to maintain records, and use POST /contacts/:contactId/tasks for task creation as needed.
Yes, you can create tasks via POST /contacts/:contactId/tasks. This enables workflow-driven task creation from Picky Assist. You can update and mark tasks complete using PUT /contacts/:contactId/tasks/:taskId/completed and related endpoints when needed.
When errors occur, inspect the HTTP status codes, verify required headers, and confirm that the executing app has the correct scopes. Retry with exponential backoff and ensure you respect API rate limits. Implement robust error handling in Picky Assist to surface actionable messages and log failures for troubleshooting.
Common scopes include contacts.readonly for read operations and contacts.write for create, update, or delete actions. Always request the least privilege necessary for your integration. Coordinate scope usage with your GHL administrator to minimize security risk and compliance concerns.
There are no-code connection options via prebuilt templates or connectors that bridge Picky Assist and the Contacts API in a plug-and-play fashion. You can often realize integrations with no-code platforms or webhook-based workflows, or leverage app-specific templates where available. If no direct no-code path exists, you can implement guided, low-code workflows with field mappings and trigger/action configurations.
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Complete Operations Catalog - 126 Actions & Triggers
