Authenticate requests using OAuth 2.0 tokens with the Contacts API scope. Scope: contacts.readonly.
Configure Placester to securely call the GHL Contacts API by creating an app, obtaining client credentials, and securely storing tokens.
This integration exposes endpoints to read and manage contacts, tasks, notes, and appointments. Use GET for reads, POST/PUT for writes, and DELETE where supported to keep data in sync between Placester and GHL.
Trigger: a need for up-to-date contact data in Placester. This initiates a GET /contacts/:contactId call to fetch current details.
Actions: retrieve contact data from the API and create or update the corresponding contact in Placester; map fields accordingly.
GET /contacts/:contactId
id, email, firstName, lastName, phone, businessId
Trigger: a task or note is created or updated for a contact in Placester.
Actions: push task/note data to GHL using POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes; update existing items with PUT as needed.
GET /contacts/:contactId/tasks
taskId, title, status, dueDate
Trigger: notes or appointment data change for a contact.
Actions: sync notes and appointments via appropriate endpoints; ensure timestamps align with Placester records.
GET /contacts/:contactId/notes
noteId, content, date
Rapid integration without custom software. Use the built-in connectors to map data and automate workflows.
Unified data across Placester and GHL, reducing duplication and ensuring consistent records.
Automated workflows and triggers to save time on routine updates and follow-ups.
This section defines endpoints, triggers, actions, and data mapping steps used to connect Placester with the GHL Contacts API.
Application Programming Interface that enables software components to communicate.
A specific route in an API that performs a defined action.
Security mechanism to verify identity and permissions before API access.
A method for real-time notifications from an API when data changes.
Merge data from Placester and the Contacts API to present a single, enriched contact view for sales and marketing teams.
Set up triggers to automatically create or update tasks in Placester when a contact changes in GHL.
Use webhooks to push updates to Placester as soon as data changes in the Contacts API.
Register your app in the GHL developer portal and obtain client ID and client secret for OAuth 2.0 authentication.
Define the required scope (e.g., contacts.readonly) and map the endpoints you will use (contacts, tasks, notes, appointments).
Run test calls, verify error handling, and deploy to production with monitoring in place.
You can sync core contact fields such as name, email, phone, and company between Placester and the Contacts API. The API exposes endpoints to read and write contact data to keep records aligned. For richer data, map tasks, notes, and appointments to corresponding fields and use webhooks to stay in sync. Regularly review field mappings to maintain data quality.
Use OAuth 2.0 with a bearer token included in the Authorization header. The scope should align with the actions you perform (for example, contacts.readonly for read operations). Rotate tokens regularly and store them securely; refresh tokens before expiry and test in a sandbox environment before going live.
Webhooks provide real-time updates when a contact or related item changes. Configure a webhook URL in Placester to receive notifications and map the payload to the corresponding GHL endpoint to trigger actions or updates.
Yes, you can customize field mappings to align Placester fields with GHL data. Define mapping rules in the integration settings and handle missing fields gracefully with defaults or fallbacks.
Respect API rate limits and implement exponential backoff on throttling errors. If limits are reached, queue requests and retry after a safe interval to avoid data loss.
No heavy coding is required for basic use; the connector provides UI-driven setup. Advanced scenarios can utilize small scripts or webhooks for custom automation and error handling.
Refer to the standard mapping templates included in the app documentation. For custom mappings, export the template, adjust fields in your system, and re-upload to apply changes.
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Complete Operations Catalog - 126 Actions & Triggers
