To access the Contacts API through Planports, configure an OAuth or API key flow that grants Planports the necessary scopes (readonly by default) to read contacts, tasks, notes, and related resources. Keep credentials secure and rotate them regularly.
Planports authenticates with your GHL account using a secure OAuth process or API keys. Store credentials safely and enforce least-privilege access to protect sensitive contact data.
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 new or updated contact occurs in the GHL Contacts API, Planports syncs the data and fires related automations.
Actions: Create or update tasks, attach notes, and schedule follow-ups based on contact activity.
GET /contacts/:contactId and related sub-resources (tasks, notes, appointments) to fetch full contact history.
contactId, name, email, phone, tags, lastActivity, status
Trigger: A new task is created for a contact or an existing task is updated.
Actions: Create, update, or complete tasks; sync due dates; assign to team members.
POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
taskId, contactId, title, dueDate, status, priority
Trigger: Notes added or updated for a contact.
Actions: Create notes in Planports, link to the contact, and preserve timestamps for audit trails.
POST /contacts/:contactId/notes
noteId, contactId, content, createdAt
Fast setup with no custom coding required; use Planports’ visual workflow builder to connect GHL API endpoints to actions.
A complete activity history across contacts, tasks, notes, and appointments in one place.
Scalable automation for growing teams with role-based access and audit logs.
Key elements include authentication, endpoints, triggers, actions, and data mapping. The process covers connecting credentials, selecting endpoints, and building automations.
GHL API provides programmatic access to resources in your GHL account, enabling read or write operations on contacts, tasks, notes, and more.
The Contacts API exposes contact records, their tasks, notes, and activities for retrieval and management via REST endpoints.
Planports is a no-code automation and integration platform used to connect your apps and automate workflows between GHL and other services.
An Endpoint is a specific URL path in an API that performs a defined action, such as retrieving a contact or creating a task.
Send instant notifications when a contact’s status changes or a new contact is added; trigger automations immediately.
Automatically tag contacts based on activity and fields, then route to appropriate campaigns.
Create plans that advance contacts through stages with tasks and notes tied to milestones.
Obtain and securely store your GHL API credentials and Planports access tokens.
Connect endpoints for reading contacts, tasks, notes, and appointments, and ensure scope is set to readonly.
Create triggers, actions, and data mappings in Planports to automate workflows.
The GHL API scope used by Planports is contacts.readonly by default. This allows Planports to fetch contact data such as basic profile fields, tasks, notes, and appointments to power automations. If you need write capabilities, you must request elevated scopes from GHL and adjust your integration settings accordingly. Always follow best practices for credential management.
No coding is required to connect Planports to the GHL Contacts API. Use Planports’ visual workflow builder to hook endpoints to triggers and actions. If you need custom logic, Planports supports advanced expressions and data mapping without writing code.
Available read-only endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, and GET /contacts/ for listing. Additional endpoints such as GET /contacts/:contactId/notes/:id can be used to pull detailed history as needed.
Write endpoints exist in the API set (POST, PUT, DELETE) like POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId, but they require write scopes and strict security. If your GHL account grants those scopes, Planports can perform writes; otherwise you will be limited to read-only operations.
To test end-to-end, create a test contact in GHL, trigger an automation in Planports, and verify the data sync across tasks and notes. Use sandbox or staging environments when available and monitor logs to ensure correct data mapping and error handling.
Security and data privacy are prioritized. All credentials are stored securely, and data in transit is protected with encryption. Audit logs, role-based access, and regular key rotation help prevent unauthorized access and ensure compliance.
Rate limits apply to GHL API calls and can vary by plan and endpoint. Planports respects these limits and retries with backoff to avoid throttling. If you anticipate higher usage, consider staggering requests or upgrading to a plan with higher quotas; monitor usage in the Planports dashboard.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
