Use OAuth 2.0 to authorize access to the Contacts API with a read-only scope (contacts.readonly). Store tokens securely, rotate credentials regularly, and grant only the minimum permissions needed.
Generate a secure Productboard API key or use the approved OAuth flow to authorize the integration. Apply the principle of least privilege and restrict the API key to the Contacts API scope required for this connection.
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 or updated contact is added or modified in Productboard, prompting a sync to GHL.
Actions: call PUT /contacts/:contactId to create or update the contact in GHL with name, email, phone, and custom fields.
PUT /contacts/:contactId
contactId, name, email, phone, custom_fields
Trigger: a new task is created in Productboard for a contact.
Actions: POST /contacts/:contactId/tasks to create a task; include taskName, dueDate, and status.
POST /contacts/:contactId/tasks
contactId, taskName, dueDate, status
Trigger: a note is added or updated in Productboard for the contact.
Actions: POST /contacts/:contactId/notes to attach the note; include noteContent and timestamp.
POST /contacts/:contactId/notes
contactId, noteContent, timestamp
Automates data flow between systems without writing a line of code.
Keeps contact records consistent across Productboard and GHL.
Speeds up onboarding, updates, and decision making with real-time sync.
This section defines core elements and processes for the integration: endpoints, authentication, fields, steps, and validation checks to ensure reliable data sync.
An interface that allows software to request and manipulate data from another service.
A standard authorization flow that lets apps access user data without sharing passwords.
A specific URL path in an API used to perform an action or fetch data.
A URL that receives real-time event notifications from an API.
Automatically enrich GHL contact records with product or account data from Productboard.
Sync notes added in Productboard to GHL and vice versa for full context.
Create and track tasks in GHL based on Productboard actions and keep statuses aligned.
Grant access for both apps and generate API credentials to begin syncing.
Align Productboard fields with the GHL Contacts fields to ensure data matches.
Run tests, review logs, and deploy the integration to production.
The GHL Contacts API is a RESTful interface that lets you read and manage contact data. It exposes endpoints to retrieve a contact’s details, notes, tasks, and more. When building a no-code connector, authenticate with OAuth 2.0 and use the endpoints listed earlier to pull or push data. Proper error handling and rate limit awareness are important to maintain a smooth integration. The API is designed for easy field mapping and reliable syncing with external systems like Productboard.
No coding is required to connect Productboard with the GHL Contacts API. Use a no-code integration tool to create triggers and actions, then map fields between Productboard and GHL. Configure authentication once, test with sample data, and monitor the connection. If you need advanced logic, you can add conditional steps or filters in the integration platform.
Available endpoints include operations to read and manage contacts, tasks, notes, and more, such as GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, and POST /contacts/:contactId/tasks. These endpoints enable creating, updating, and retrieving related records. Use the endpoint list to plan which data you want to sync and how triggers should respond to changes.
Security is achieved through OAuth 2.0, scoped access (for example, contacts.readonly), and least-privilege API keys. Store credentials securely, rotate them regularly, and enable monitoring for unusual activity. Use sandbox/test environments when validating your workflow before going live.
Yes. You can sync notes and tasks between GHL and Productboard. For notes, post new content to /contacts/:contactId/notes. For tasks, create entries with POST /contacts/:contactId/tasks and update them as needed. Ensure fields like content, due date, and status are mapped correctly to maintain context.
Testing is done in a sandbox or test workspace provided by your integration platform. Validate authentication, triggers, and actions, simulate data changes, and verify that data flows correctly between systems. Review logs and error messages to fine-tune mappings and field types.
API keys or OAuth credentials are created in the GHL and Productboard dashboards under developer or API settings. Store keys securely, apply the required scopes, and restrict access to only what the integration needs. Revoke keys if a breach is suspected and rotate credentials regularly.
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Complete Operations Catalog - 126 Actions & Triggers
