Use OAuth 2.0 with the Contacts API and request the defined scope: contacts.readonly. Store credentials securely in your GHL connection.
Process Street connects to GHL using a secure app credential. Your Process Street workspace will use the API access token managed in the GHL connector to authorize each call.
Available 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, 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 new contact is created in GHL (via Contacts API).
Actions: automatically create a new Process Street run or checklist, prefill contact fields, and assign to a team.
Path example: GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email, phone.
Trigger: a Process Street run or task completes.
Actions: update the contact notes in GHL with run summaries and outcomes.
Path example: PUT /contacts/:contactId/notes/:id
Key fields: contactId, notes, lastUpdated.
Trigger: a Process Street workflow sets or updates tags on a contact.
Actions: add or remove tags on the contact in GHL to route to the appropriate Process Street project.
Path: POST /contacts/:contactId/tags
Key fields: contactId, tags.
Automate repetitive work without coding; trigger actions across apps within minutes.
Improve data accuracy by syncing fields between GHL and Process Street.
Faster onboarding of new contacts into workflows.
A quick glossary of elements and processes used in this integration.
An application programming interface that allows two systems to talk to each other.
A specific URL that performs an action on a resource in an API.
A method to verify identity before granting access to data.
A method for apps to push real-time data to another app via HTTP POST.
Automatically start a Process Street workflow when a new contact is added in GHL.
Append run summaries to the contact notes to maintain activity history.
Use tags to trigger different Process Street projects based on contact attributes.
Set up your GHL connection in Process Street and grant read access.
Choose which contact fields to sync and how to trigger actions.
Run a test to ensure data flows correctly between systems.
No-code integration lets you automate workflows without writing code. You can connect Contacts API with Process Street using the built-in app connector, configure triggers and actions, and test your workflow in minutes.
You don’t need to code. The platform provides a visual workflow builder and prebuilt templates to connect endpoints, map fields, and set up triggers.
Yes. You can map key fields like contactId, name, email, and tags. You can also use nested fields and related data in actions.
Authentication is handled through a secure GHL connection in Process Street using OAuth or API keys, with scopes limited to read access where applicable.
Yes. Field mapping supports custom fields on contacts and notes, so you can push or pull data exactly as your team requires.
Connections use TLS and token-based authentication. Credentials are stored securely in the connector and never exposed in task content.
Explore our templates and case studies in the documentation or contact support for example flows.
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