To access Contacts data from Plezi Plus and Star, your app uses OAuth 2.0 with the Contacts API scope: contacts.readonly. This ensures read-only access to contacts, notes, tasks, and related data while keeping credentials secure.
When you authorize Plezi Plus and Star, you grant the app permission to call the API endpoints on behalf of a user or your business. Use the authorization flow provided by your GHL account to obtain access tokens and refresh tokens.
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 contact is opened in Plezi or when a contact is created in GHL, fetch the full profile.
Actions: retrieve contact details, pull notes, and attach related tasks for a complete view.
GET /contacts/:contactId
Key fields: contactId, email, name
Trigger: on demand to pull task lists when viewing a contact.
Actions: retrieve /contacts/:contactId/tasks, filter by status, and update task state when needed.
GET /contacts/:contactId/tasks
Key fields: taskId, status, dueDate
Trigger: when notes are added or updated for a contact.
Actions: POST /contacts/:contactId/notes, attach notes to the contact, and sync content back to Plezi.
POST /contacts/:contactId/notes
Key fields: noteId, noteText, createdAt
Automate data sync between Plezi and GHL without writing code.
Provide teams with real-time access to contact activity, tasks, and notes across platforms.
Leverage ready-made endpoints to build powerful automations inside Plezi Plus and Star.
This section defines the core elements and processes: endpoints, triggers, actions, authentication, data fields, and the mapping between Plezi Plus and Star and the GHL Contacts API.
Application Programming Interface that lets Plezi Plus and Star communicate with the GHL Contacts API to read or modify contact data.
OAuth 2.0 is the authorization protocol used to grant Plezi Plus and Star access to GHL data without sharing credentials.
A specific URL path in the GHL API that performs a defined action, such as getting a contact or listing tasks.
Permissions granted to Plezi Plus and Star, such as contacts.readonly, controlling what data can be accessed.
Capture form submissions in Plezi and push new contacts into GHL to kick off automated workflows.
Generate tasks based on contact activity and route to the appropriate team for faster follow-up.
Summarize notes to surface actionable insights within Plezi Plus and Star dashboards.
Obtain OAuth credentials from GHL and configure scopes for contacts.readonly.
Map Plezi fields to Contacts API fields and set up endpoint calls.
Run tests, verify data sync, fix mapping.
OAuth 2.0 with the Contacts API scope (contacts.readonly) is used to authorize Plezi Plus and Star to access your contact data without exposing credentials. After you grant access, Plezi receives access and refresh tokens to maintain the connection. Store tokens securely, refresh before expiry, and use the access token in each API call by adding an Authorization: Bearer token header. If the user revokes access, Plezi should gracefully disconnect and prompt for re-authentication.
The core endpoints you’ll leverage include retrieving a contact by ID and listing a contact’s tasks and notes, as well as creating and updating contacts. This suite supports the most common workflows: person, tasks, and notes data flows. You can also fetch the full contact list and related data as needed to sync records and trigger automations inside Plezi Plus and Star. Always respect the contacts.readonly scope and avoid write operations unless you have the proper permissions.
Expected data exchanged includes contact identifiers, names, emails, task status, notes content, and timestamps. Mapping ensures Plezi fields align with GHL’s fields, preserving data integrity across platforms. Carefully define field mappings to minimize duplicates and ensure consistent insights across Plezi and GHL histories.
No-code options are available for typical setups; you can use Zapier App Connector or the built-in integration builder to map endpoints and automate flows. If you need custom logic, you can add lightweight automation in Plezi Plus and Star to call endpoints and handle responses without writing server code.
Test by issuing sample API calls from the Plezi interface or using a REST client to verify responses. Check that data sync occurs correctly, update statuses, and ensure no errors appear in the logs or in Plezi task states.
Rate limits vary by GHL plan and endpoint; typical usage remains well under limits for most automations. Monitor usage and plan for peak periods accordingly. If you hit limits, implement exponential backoff and batch requests where possible; consider upgrading for higher quotas or optimizing call frequency.
The endpoint list is available in this guide and in your developer docs; it enumerates the supported API calls. Review the ENDPOINTLIST section for exact paths and methods. Use the documented paths like GET /contacts/:contactId and POST /contacts/:contactId/tasks to plan your automations.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
