Access to the Contacts API should use OAuth 2.0 with defined scopes (e.g., contacts.readonly). Store tokens securely, rotate credentials periodically, and apply least-privilege access to protect data.
To connect Protiv with the GHL Contacts API, register the Protiv app in your GHL developer console, obtain client credentials, and authorize Protiv to access the Contacts API with the required scopes. Keep refresh tokens secure and monitor usage.
GET /contacts/:contactId — Retrieve a contact by ID. GET /contacts/:contactId/tasks — List tasks for a contact. GET /contacts/:contactId/tasks/:taskId — Get a specific task. GET /contacts/:contactId/notes — List notes for a contact. GET /contacts/:contactId/notes/:id — Get a specific note. GET /contacts/:contactId/appointments — List appointments for a contact. GET /contacts/ — List all contacts. GET /contacts/business/:businessId — List contacts by business. contacts.write — Permission to write: includes creating and updating contacts. POST /contacts/ — Create a contact. PUT /contacts/:contactId — Update a contact. DELETE /contacts/:contactId — Delete a contact. POST /contacts/:contactId/tasks — Create a task for a contact. PUT /contacts/:contactId/tasks/:taskId — Update a task. PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed. DELETE /contacts/:contactId/tasks/:taskId — Delete a task. POST /contacts/:contactId/tags — Add tags to a contact.
Trigger: A Protiv workflow or Zapier zap fires when a contact is accessed or updated, fetching current details from the Contacts API to drive downstream actions.
Actions: retrieve contact details via GET /contacts/:contactId, map fields to Protiv, and push updates to Zapier or other apps in your stack.
GET /contacts/:contactId
contactId, name, email, phone, tags
Trigger: When a contact is updated, Protiv pulls in tasks and notes to keep records in sync.
Actions: list tasks and notes for a contact, create or update tasks in Protiv, and attach notes as needed.
GET /contacts/:contactId/tasks
taskId, title, status, dueDate, notes
Trigger: New or updated contact data in Protiv prompts a sync to the Contacts API.
Actions: POST /contacts/ to create, PUT /contacts/:contactId to update, and map fields consistently.
POST /contacts/ and PUT /contacts/:contactId
contactId, firstName, lastName, email, phone, tags
No-code integration: build powerful automations without writing code.
Fast onboarding: leverage Zapier templates to connect Protiv with the Contacts API quickly.
Centralized data: synchronize contacts, tasks, and notes across Protiv and your CRM with minimal effort.
Key terms and processes described here help you understand how Protiv interacts with the GHL Contacts API and how endpoints function within typical use cases.
A stored record representing an individual in your GHL Contacts database, including fields like name, email, phone, and tags.
A to-do item linked to a contact, including status, due date, and notes.
A free-form text entry attached to a contact to capture history or context.
A scheduled meeting or call associated with a contact, often including date and time.
Route new contacts to targeted workflows based on tags, source, or score by fetching data from the Contacts API at arrival.
Automatically log calls, emails, and meetings by posting notes or updating tasks via the API.
Build dashboards that visualize contact activity, task status, and upcoming appointments using data from Protiv and the Contacts API.
Create OAuth credentials for Protiv in the GHL developer console and define the scopes for contacts.readonly.
Add the required endpoints (GET, POST, PUT) and map fields to Protiv entities.
Run end-to-end tests, verify data mappings, and enable logging and alerts.
The core scope needed is contacts.readonly to start reading contact data, tasks, notes, and appointments. If you need write capabilities, additional scopes such as contacts.write may be required. Always grant the least privileges needed for your workflow. Securely store tokens and client secrets, rotate credentials regularly, and monitor API usage to prevent abuse or leakage.
Yes. Protiv supports creating and updating contacts via POST /contacts/ and PUT /contacts/:contactId. When updating, ensure field mappings are consistent between Protiv and Contacts API to avoid data drift. Test updates in a staging environment before going live to validate mappings and triggers.
A good starting point is to use GET /contacts/:contactId to fetch core data, then expand to GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes for contextual information. As you validate, add create/update endpoints (POST /contacts/, PUT /contacts/:contactId) for full bidirectional syncing. Document field mappings and error handling rules to simplify maintenance.
Yes. Zapier templates can connect Protiv to the GHL Contacts API with minimal code. Start with a read-only connector to pull data, then gradually enable write actions as you validate mappings. Always test triggers and actions in a safe environment before production.
Store client IDs, secrets, and tokens securely using your chosen secret management approach. Use HTTPS for all requests, rotate credentials regularly, and implement least-privilege access. Enable logging and alerting for unusual authentication activity.
Implement retry logic with exponential backoff and clear error messages. Use API error codes to distinguish between transient issues and data conflicts, and implement idempotent operations where possible to prevent duplicate records.
Rate limits vary by endpoint and plan. Plan your calls to minimize bursts, batch requests when practical, and monitor usage with alerts. Use webhooks and background syncs to reduce polling frequency while keeping data fresh.
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Complete Operations Catalog - 126 Actions & Triggers
