Calls must be authenticated with an OAuth 2.0 token issued for the Contacts scope (contacts.readonly). Include the token as a Bearer Authorization header for every request. Rotate tokens regularly and store them securely.
Portal-io uses OAuth 2.0 and API tokens to authorize access to GHL. In the Portal-io setup you will obtain client credentials grant permissions and securely store 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 created or updated in GHL, Portal-io updates the corresponding record and its tasks.
Actions: Create or update contact records in Portal-io, create or update related tasks, and link notes to the contact.
Method Path: GET /contacts/:contactId to fetch a contact; POST /contacts/ to create; PUT /contacts/:contactId to update.
Key fields: contactId, name, email, phone, tags, lastUpdated
Trigger: Updates to tasks or notes in either system propagate to the other.
Actions: Sync tasks and notes; update statuses; attach to the related contact.
Method Path: PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId, contactId, title, status, dueDate, notes
Trigger: When tags are added or notes are updated for a contact
Actions: Apply tags in GHL from Portal-io, create notes in Portal-io tied to the contact
Method Path: POST /contacts/:contactId/tags
Key fields: contactId, tags, timestamp
Fast, no-code setup with guided flows in Portal-io
Automations reduce manual data entry by syncing data across platforms
All data visible in one place in Portal-io’s dashboard
A quick glossary of core elements and processes used when connecting Portal-io to the GHL Contacts API
A person or company record in your CRM that stores identifiers, contact details, and engagement history
An activity assigned to a contact, used to track to-do items, due dates, and completion status
A message or annotation linked to a contact that provides context
An API route to access or manipulate data in the connected system
Automatically enrich contact records with notes and tags from portal actions
Create automated task sequences when contact events occur
Aggregate notes and interactions into a central portal view
Step 1: In your GHL account, create an OAuth client for Portal-io and grant the Contacts scope
Step 2: In Portal-io, enter the 17 endpoint patterns and map to your data fields
Step 3: Run end-to-end tests, check logs, monitor data flows and enable monitoring
In most Portal-io setups you don’t need to write code. The Connector provides guided prompts and field mappings to connect Portal-io with the GHL Contacts API. If you have unique rules you can add simple conditional steps without custom code. You can also leverage optional webhooks for advanced flows.
For basic syncing you typically use the endpoints to read contact data and to create or update contacts. Key calls include GET /contacts/:contactId to fetch a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and GET /contacts/:contactId/tasks to retrieve tasks. These provide the foundation for bidirectional data movement.
API tokens should be stored securely and transmitted over TLS. Use the least privilege permissions, rotate credentials regularly, and revoke tokens if exposure is suspected. Keep client secrets in a secure vault and monitor for unusual activity.
Yes. Portal-io can create and update contacts and tasks, attach notes, and apply tags. You can design flows to push edits from Portal-io to GHL and reflect GHL changes back into Portal-io to keep both systems synchronized.
Start by checking Portal-io logs and API responses for error codes. Verify token validity and scope, confirm endpoint correctness, and test with a sample contact. If needed, re-authenticate and review mapping rules to ensure field compatibility.
Latency is typically near real-time but can vary with network conditions. Webhook-based updates and batch syncing can introduce small delays. For critical workflows, design idempotent operations and implement retry logic.
Data visibility is in the Portal-io dashboard under the connected apps section and in your Contacts view. Use filters to show only records from the GHL Contacts API integration and review sync status and last updated timestamps.
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Complete Operations Catalog - 126 Actions & Triggers
