Authenticate each request with OAuth 2.0. Obtain an access token from your GHL developer app and include it in the Authorization header as Bearer {token}.
Authorize Practice Better to access GHL data via the integration by securely storing client credentials and using token-based authentication for each API call.
Endpoints 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; 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: A contact or task is updated in GHL and the change is pushed to Practice Better.
Actions: Sync core contact fields, update related tasks, and log activity in Practice Better.
GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email, phone, status
Trigger: Created or updated Practice Better appointments or notes trigger changes in GHL.
Actions: Sync appointments and notes; link notes to the correct contact.
GET /contacts/:contactId/appointments
Key fields: contactId, appointmentId, startTime, endTime, location
Trigger: Notes or tags updated in GHL propagate to Practice Better.
Actions: Sync notes text, tags, and related contact associations.
GET /contacts/:contactId/notes
Key fields: contactId, noteId, noteText, date
Benefit 1: Quick setup with OAuth and no server code required.
Benefit 2: Real-time data sync across platforms to keep records aligned.
Benefit 3: Centralized contact management and streamlined workflows.
Key elements include authentication, endpoints, data mapping, triggers, actions, and error handling.
Definition: The REST/Graph API exposed by GHL for managing contacts, tasks, notes, appointments, and more.
Definition: The Practice Better platform acting as the integration target in this workflow.
Definition: A specific URL path you call to perform operations on resources in the API.
Definition: The authorization framework used to obtain access tokens for API calls.
Description: Automatically enrich contact records in Practice Better with data pulled from GHL to keep profiles complete.
Description: Use rules to assign tasks and due dates based on contact activity across both systems.
Description: Build combined dashboards showing contact interactions from both GHL and Practice Better.
In the GHL developer console, create an API app and note the client credentials.
Select the required scopes (e.g., contacts.readonly) and map endpoints to Practice Better fields.
Test in a sandbox environment, verify data mapping, then deploy to production.
Answer 1: You authenticate using OAuth 2.0 by exchanging your GHL app credentials for an access token. Include the token in the Authorization header for each API call. Tokens expire and should be refreshed using your refresh token as needed. Answer 2: If you run into issues, verify that your app has the required scopes and that your requests target valid endpoints.
Answer 1: For basic syncing, you can pull contact data with GET /contacts/:contactId and related notes with GET /contacts/:contactId/notes. Ensure scopes like contacts.readonly are granted. Answer 2: Map fields from GHL to Practice Better (name, email, notes) to maintain data alignment.
Answer 1: No heavy coding is required; many teams use no-code tools like Zapier or Integromat. Answer 2: For advanced flows, you can add webhooks and conditional logic via your integration platform.
Answer 1: Core fields include contactId, firstName, lastName, email, phone, notes, tasks, and appointments. Answer 2: You can map these fields to corresponding Practice Better fields and handle nested objects as needed.
Answer 1: Respect API rate limits and implement exponential backoff. Answer 2: Use batch operations where possible to minimize calls.
Answer 1: Triggers and actions are typically customizable within your integration tool. Answer 2: Always test each trigger and action to ensure data integrity.
Answer 1: Use platform logs to troubleshoot—check for token expiry, endpoint errors, or mapping mismatches. Answer 2: Enable detailed logging and review error messages for quick fixes.
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Complete Operations Catalog - 126 Actions & Triggers
