Authenticate requests using your GHL API credentials. Use API keys or OAuth tokens to authorize calls to the Contacts API from PlanSo Forms for WordPress.
In PlanSo Forms for WordPress, configure the integration with a secure key and the required scope (contacts.readonly). Test the connection before going live.
Core endpoints you can leverage: 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 form is submitted or a contact is updated, fetch the contact data and related tasks to populate the form.
Actions: call GET /contacts/:contactId and GET /contacts/:contactId/tasks, then write back to the form or create/update local records.
GET /contacts/:contactId
Required fields: contactId, email, firstName, lastName
Trigger: submitting a task-related form to create or update tasks
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
POST /contacts/:contactId/tasks
Fields: taskId, title, status, dueDate
Trigger: notes or appointments are created/updated from a form event
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, then populate fields in PlanSo
GET /contacts/:contactId/notes
Notes: id, content; Appointments: id, time, location
Automate data flow between PlanSo Forms for WordPress and the Contacts API without writing code.
Real-time synchronization keeps contact records up to date as form submissions occur.
Access a wide set of endpoints to manage contacts, tasks, notes, and appointments from a single integration.
This glossary defines terms you’ll encounter when integrating PlanSo Forms for WordPress with the Contacts API, including endpoints, methods, and data fields.
A set of endpoints and rules that let PlanSo Forms for WordPress talk to the Contacts API.
A standard authorization protocol used to grant secure access to API resources.
A specific URL path to perform an action within the API.
A callback URL that receives real-time data from the API when events happen.
Automatically create or update a contact in GHL when a PlanSo form is submitted, and attach initial data from the form.
Update task status, due dates, and completion data into form fields for visibility.
Create appointments in the Contacts API based on form activity and display confirmations in PlanSo.
Obtain your API key and set the proper scopes (for example, contacts.readonly) in GHL.
Map form fields to contact fields, tasks, and notes in PlanSo.
Test with a sample submission, verify data flow, and enable live integration.
No coding is required thanks to the built-in integration in PlanSo Forms for WordPress. Use the UI to connect to GHL’s Contacts API and map fields from your form to contact fields. This keeps setup fast and approachable for non-developers. For more advanced workflows, you can customize requests or add conditions using the app’s connectors and optional webhooks.
The most useful endpoints for form-to-contact workflows are GET /contacts/:contactId to fetch current data and POST /contacts/ to create new contacts. To manage tasks, notes, and appointments used in forms, leverage POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments. These cover typical form-driven updates and data enrichment.
Use the Test Connection option in PlanSo Forms for WordPress, supply a sample contactId, and review the response. A 200-level status indicates a successful connection; check logs for details and adjust mappings as needed. Repeat with real submissions in a staging environment before going live.
Yes. You can update contacts or tasks from a form by using POST/PUT endpoints and mapping form fields to the appropriate API fields. Ensure proper permissions and scope, and validate results after each update to maintain data integrity.
Rate limits depend on your GHL plan and integration settings. Plan for occasional retries and implement exponential backoff to avoid hitting limits. Caching frequently requested data can also help reduce redundant calls.
The endpoint reference and the sample requests shown in this guide are the best starting points. Review the list of available endpoints in the Endpoints section and test each one in a safe environment to understand parameters and responses.
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