To authorize PT Distinction to access Contacts data, obtain an OAuth token or API key, store credentials securely, and apply the scope: contacts.readonly to limit access. Use secure storage and rotate keys regularly.
PT Distinction authenticates with the GHL Contacts API using token-based authentication. Ensure your app’s client ID and secret are kept confidential and that tokens are refreshed before expiry.
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: PT Distinction creates or updates a contact, initiating a sync with the Contacts API.
Actions: fetch contact details, pull tasks, notes, and appointments, then surface updates in PT Distinction.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, company
Trigger: Task updates in PT Distinction trigger a sync to the Contacts API.
Actions: create, update, and list tasks via GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId.
GET /contacts/:contactId/tasks
Key fields: taskId, title, status, dueDate, contactId
Trigger: Any update to contact, task, or note triggers a full data sync.
Actions: combination of GET, POST, PUT, and DELETE operations across contacts, tasks, notes, and tags.
GET /contacts/
Key fields: contactId, notes, tags, businessId
Automated data syncing saves time and reduces manual data entry across systems.
Centralized contact management in a single interface simplifies workflows for teams.
Real-time updates ensure all records reflect current information.
This glossary defines essential elements and processes for the integration: endpoints, authentication, data mapping, and change capture.
A specific URL paired with an HTTP method that accesses a resource in the GHL Contacts API.
The process of validating requests using tokens or keys to grant access securely.
An individual record stored in the Contacts API with associated data like name and email.
A scheduled action or item linked to a contact for follow-up or reminders.
Route new contacts to the right pipeline in PT Distinction based on data from the Contacts API.
Keep notes in PT Distinction and the Contacts API synchronized for complete context.
Trigger PT Distinction reminders when tasks near due dates in the Contacts API.
Obtain an OAuth token with the contacts.readonly scope and securely store credentials.
Map fields between PT Distinction and the Contacts API and set up retrieval and update endpoints.
Run tests, verify data accuracy, monitor logs, and deploy to production.
Basic integration can be achieved with no heavy coding by using the built-in REST endpoints and a no-code automation platform. PT Distinction can trigger actions based on Contacts API events. Learning the endpoints helps customize flows. In many cases, a developer is only needed for complex mappings.
Use OAuth tokens with scoped permissions like ‘contacts.readonly’ to limit access. Store tokens securely and rotate them regularly. Implement error handling and token refresh logic to keep connections stable.
At minimum, GET /contacts/:contactId and GET /contacts/:contactId/tasks are essential for syncing core data. Extend to notes and appointments as needed.
Yes. Notes, tasks, and tags can be kept in sync in both directions by implementing bidirectional webhooks or periodic polling with reconciled mappings.
Monitor API limits, implement exponential backoff, and log errors for troubleshooting. Use retries and circuit breakers to avoid cascading failures.
No-code options exist via automation platforms that call the Contacts API endpoints. Map data fields and trigger actions without writing code.
Test in a staging environment with representative data, then gradually roll out to production while monitoring logs and data quality.
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Complete Operations Catalog - 126 Actions & Triggers
