Authenticate Plaud to GHL using secure tokens with the scope contacts.readonly to view data. For write operations use the appropriate scope.
Plaud securely stores GHL API credentials and uses tokens to access the Contacts API on behalf of the user
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; 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; Write endpoints include POST /contacts/ and POST /contacts/:contactId/tasks for creating records
Trigger: When a contact is selected in Plaud, pull the full contact details from GHL via GET /contacts/:contactId.
Actions: Retrieve contact data and map key fields (name, email, phone) into Plaud.
GET /contacts/:contactId
contactId, name, email, phone
Trigger: Open a contact and fetch associated tasks.
Actions: Retrieve task list and update statuses as needed.
GET /contacts/:contactId/tasks
contactId, taskId, title, status, dueDate
Trigger: When a new task is created in Plaud, push to GHL via POST /contacts/:contactId/tasks.
Actions: Create task with title, dueDate, and assign to user.
POST /contacts/:contactId/tasks
contactId, taskId, title, dueDate, status
Build integrations without writing code—drag and drop automation between Plaud and GHL.
Keep data in sync across systems: contacts, tasks, notes, and appointments.
Speed up deployments with ready made actions and triggers.
Key elements include endpoints, triggers, actions, and data fields used to connect Plaud with GHL.
A defined URL path and HTTP method used to interact with the GHL API.
How Plaud authenticates with GHL (OAuth tokens, scopes, and refresh flows).
An event in Plaud that starts an automation to call the GHL API.
An operation performed against the GHL API (GET, POST, PUT, DELETE).
Automatically generate tasks in Plaud when specific events occur in GHL, such as new contact creation or status change.
Push notes from GHL into Plaud to keep context in one place.
Batch update contact fields in GHL from Plaud to reflect changes.
Obtain OAuth credentials and grant access to the Contacts API.
Choose read and write endpoints and map key fields between Plaud and GHL.
Run tests, verify data flow, and go live with automated workflows.
Plaud can access GHL with read only permissions by default, allowing you to pull contact data, tasks and notes without modifying records. To enable actions such as creating or updating tasks, you will need write permissions. Always follow the principle of least privilege and grant only the scopes you need. Keep tokens secure and rotate them regularly.
Yes, you can start with read endpoints to explore the data flow. Later you can enable write endpoints to create or update records. Start with a test environment to confirm mappings and triggers before going live. This approach minimizes risk while you validate your automation.
Testing involves using sandbox credentials or a test workspace to simulate real user interactions. Validate each trigger and action, verify response data, and confirm that fields map correctly between Plaud and GHL. Once checks pass, deploy to production and monitor logs for any issues.
You can sync contacts, tasks, notes and appointments. Data can flow from Plaud to GHL or from GHL to Plaud depending on your configured triggers. Plan field mappings carefully to ensure data integrity and consistent user experience across platforms.
Common errors originate from invalid IDs, insufficient permissions, or network issues. Use robust error handling, retry logic, and meaningful error messages. Maintain a clear audit trail of API calls for troubleshooting.
API rate limits vary by plan. Implement exponential backoff and queueing to keep calls within limits. Use batch operations where possible and monitor usage dashboards to avoid throttling.
The endpoint list is provided in the GHL Contacts API integration guide within Plaud. You will also see endpoints referenced in this page under the Endpoints section, along with example requests and field mappings.
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Complete Operations Catalog - 126 Actions & Triggers
