Securely authorize your GHL integration to access contact data. Use OAuth or API keys as required by your setup, then grant Prefinery permission to read and write contact records.
Connect Prefinery to the GHL Contacts API by following the app-specific OAuth flow, generating a token, and storing it securely in your workspace.
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
Trigger when a single contact is requested or when a new contact is added so Prefinery can pull complete details.
Actions: fetch data fields like name, email, and phone; map to Prefinery fields; create or update a Prefinery contact as needed.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: bulk pull of all contacts to sync Prefinery records.
Actions: iterate over results, create or update Prefinery contacts, apply relevant tags.
GET /contacts/
Key fields: contactId, name, email
Trigger: update Prefinery when a contact is modified in the Contacts API.
Actions: map updated fields to Contacts API and save changes.
PUT /contacts/:contactId
Key fields: contactId, updatedFields
No-code integration lets non-technical users sync data instantly without writing code.
Automate workflows between Prefinery and your contact records to save time and reduce manual data entry.
Centralized data ensures accurate marketing, outreach, and reporting across both platforms.
Key elements and processes you should know when connecting Prefinery and the Contacts API.
A specific URL and HTTP method used to perform an action or retrieve data from a service.
A standard for granting secure access tokens between applications without sharing passwords.
A token that authenticates requests to an API.
A URL endpoint that receives real-time data updates from another service.
Automatically create or update Prefinery contacts when a new GHL contact is added, with cleanup rules.
Segment contacts in Prefinery based on GHL tags and task status to trigger targeted campaigns.
Push notifications to your team when key contact events occur in GHL.
Begin by authenticating your Prefinery account to access the Contacts API securely.
Select the endpoints you need (for example, GET /contacts/:contactId and GET /contacts/) to tailor data flow.
Run tests to verify data mapping, then enable automation across Prefinery and the Contacts API.
You can sync core contact data such as name, email, phone, and custom fields, plus related items like tasks, notes, appointments, and tags. Map these fields to Prefinery to keep records aligned. Use endpoints like GET /contacts/:contactId and GET /contacts/ to fetch data and keep Prefinery up to date.
No-code options are available via the App Connector for common use cases. For advanced mappings, you can leverage field mappings, transforms, and optional scripting in your workflow.
Authentication typically uses API keys or OAuth tokens. Generate a token from your GHL account, configure it in Prefinery, and rotate credentials securely on a schedule.
For most needs, start with GET /contacts/:contactId (single contact) and GET /contacts/ (list) alongside POST /contacts/ for creation and PUT /contacts/:contactId for updates. Optional endpoints like tasks, notes, and tags can be added as your workflow requires.
Run a test in the App Connector sandbox, verify mappings, and compare Prefinery records with source data. Check logs and error messages to adjust mappings as needed.
Updates can occur in real time or on a schedule depending on your trigger. The system handles conflicts by preferring the latest update and surfacing a conflict resolution step in your workflow.
Error logs are available in the App Connector dashboard. If issues arise, enable email alerts and review the request payloads, response codes, and any rate limit messages.
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Complete Operations Catalog - 126 Actions & Triggers
