Begin by obtaining API credentials from the GHL developer dashboard and granting ProveSource access to the Contacts API scope.
Confirm your ProveSource app’s connection to the GHL account and authorize required permissions for syncing contacts, tasks, notes, and appointments.
Endpoints used with ProveSource 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: when a contact is created or updated in GHL, fetch the latest data and push to ProveSource.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes.
Methods: GET on the contactId endpoints, ensuring proper permissions.
Key fields: contactId, taskId, noteId.
Trigger: batch pull of notes and tags when a contact changes.
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/tags, PUT /contacts/:contactId/notes/:id.
Methods: GET and POST on notes and tags endpoints.
Key fields: contactId, id (note id), tag
Trigger: appointment changes for a contact.
Actions: GET /contacts/:contactId/appointments, POST /contacts/:contactId/appointments.
Methods: GET and POST on appointments endpoint.
Key fields: contactId, appointmentId.
Eliminate custom development time with ready-to-use endpoints.
Automate data flow between GHL and ProveSource without writing code.
Scale workflows across contacts, tasks, notes, and appointments.
Understand the core concepts: endpoints, triggers, actions, and fields used to connect GHL’s Contacts API with ProveSource.
The unique identifier for a contact in the GHL Contacts API.
The identifier for a task linked to a specific contact.
An event scheduled for a contact to occur.
Notes attached to a contact containing context or updates.
Use endpoints to pull in updated contact data and automatically clean duplicates and outdated information.
Create tasks when important changes occur to keep teams aligned.
Attach notes data to ProveSource campaigns to personalize outreach.
Obtain API keys and grant consent for ProveSource.
Select endpoints you will use for your workflows.
Run tests, monitor logs, and deploy to production.
The GHL Contacts API provides programmatic access to your contact records, tasks, notes, and more. It enables apps like ProveSource to read or write data within your GHL account. You can manage authentication using OAuth or API keys with defined scopes.
To authorize ProveSource, connect your GHL account in the ProveSource app and grant permission for the Contacts API scope. Ensure the requested scopes align with the data you intend to sync. If needed, reauthorize through the app settings.
For syncing contacts, prioritize endpoints that fetch and update core data: GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. Batch operations can help with large datasets. Test with a small subset first.
Yes. Scopes control access. Use the minimum required scopes to limit permissions. You can update scopes in the GHL developer console and in ProveSource’s connection settings. Review the app’s data access policies.
Begin by enabling a test environment or sandbox if available. Run end-to-end tests for triggers and actions, and monitor webhook deliveries. Validate data mappings and error handling. Use sample data to avoid production impacts.
GHL stores data in its own systems; ProveSource copies or links data via endpoints. Ensure data privacy, encryption in transit, and follow your security policies. Consider implementing retries and logging.
For support, reach out to ProveSource’s support team or consult the developer docs for a GHL API integration. Many issues are resolved by verifying permissions and endpoint usage. You can also join our community forums for tips.
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Complete Operations Catalog - 126 Actions & Triggers
