Obtain an OAuth token with the scope contacts.readonly to securely access contact data from GHL for use in Plecto.
In Plecto, create a GHL integration entry and paste the token or client credentials to establish a trusted connection.
Endpoints and actions include: 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, permissions: 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 on contact updates or new tasks in GHL to push changes to Plecto and keep dashboards current.
Create or update the corresponding contact in Plecto, then propagate related tasks, notes, and status changes.
Typical calls include GET /contacts/:contactId and GET /contacts/:contactId/tasks to assemble a complete view.
contactId, name, email, phone, taskId, taskStatus
Scheduled or on-demand sync by businessId to update Plecto with all relevant contacts.
Bulk create or update of contacts, map fields consistently, and handle duplicates gracefully.
Calls like GET /contacts/business/:businessId and GET /contacts/ to enumerate all contacts.
businessId, contactId, name, email
Use webhooks or polling to trigger updates in Plecto when tasks are created/updated or notes are added in GHL.
Include GET /contacts/:contactId/tasks/:taskId and PUT /contacts/:contactId/tasks/:taskId/completed as part of the workflow.
contactId, taskId, status
Set up automatic data synchronization without writing code, reducing manual data entry.
Minimize errors with consistent field mappings and real-time updates in dashboards.
Achieve a unified view of contacts, tasks, notes, and analytics across GHL and Plecto.
Key elements and processes include endpoints, authentication, data mapping, field alignment, and error handling to ensure reliable data flow.
A URL you call to access a specific resource in an API.
The process of verifying identity to access API data securely.
A real-time notification mechanism that sends data when events occur.
Aligning data fields between GHL and Plecto so data flows correctly.
Automatically sync status changes and updates to Plecto dashboards.
Combine contacts, tasks, and notes into compelling visuals.
Notify teams when milestones or deadlines are near.
In GHL, register an app and obtain client credentials.
Exchange tokens and run a test API call to verify access.
Configure field mappings in Plecto and set up automations.
With the Contacts API you can access core contact fields, associated tasks, notes, and appointments to build a complete picture of each contact. The data you pull is governed by the scope you grant (e.g., contacts.readonly), ensuring you only retrieve what you need. You can also fetch business-wide contact lists when needed for segmentation and analytics. Two-paragraph answer emphasizes breadth and scope. The data model is designed for easy mapping into Plecto dashboards.
No heavy coding is required—Plecto offers no-code style setup through integrations and connectors that use standard API calls. You may also leverage Zapier or similar automation tools if you prefer a visual workflow. For developers, the API remains accessible for custom mappings and advanced logic. Two-paragraph answer covers no-code and developer pathways.
Security is built on OAuth tokens with scoped access and TLS encryption. Tokens should be rotated periodically and stored securely. Follow least-privilege principles and monitor for unusual activity. Two paragraphs describe token security and best practices.
Available endpoints cover reading contacts, their tasks, notes, and appointments, plus basic write capabilities for creating and updating records. Typical usage includes GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/, PUT /contacts/:contactId, and related sub-resources. Two paragraphs outline endpoint categories and usage patterns.
Yes. You can sync contacts along with related tasks and notes to create a holistic view in Plecto. Use endpoints for tasks and notes in conjunction with contact lookups to keep all data in sync. Two paragraphs explain cross-resource syncing and recommended workflows.
Common errors include authentication failures (401/403) and rate limiting (429). Ensure tokens are valid, scopes are correct, and requests stay within limits. Retry strategies and proper error handling will help maintain stability. Two paragraphs cover error handling basics and practical tips.
API documentation is available in the GHL developer docs. It provides endpoint references, authentication guidance, and usage examples. Two paragraphs guide you to the docs and what you’ll find there.
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