Use your GHL API key or OAuth tokens to authorize requests to the Contacts API and access contact data.
Authenticate PTminder with secure tokens and scopes to enable safe data exchange with GHL, ensuring only authorized actions are allowed.
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: when a contact is created or updated in PTminder, push updates to GHL.
Actions: map fields, create or update the GHL contact, sync associated tasks and notes.
Method Paths: GET /contacts/:contactId to fetch; PUT /contacts/:contactId to update.
Key fields: contactId, email, firstName, lastName, phone, ownerId
Trigger: when notes are added or updated in PTminder or GHL, sync both directions.
Actions: create or update notes in the corresponding system.
Method paths: GET /contacts/:contactId/notes; POST /contacts/:contactId/notes; PUT /contacts/:contactId/notes/:id.
Key fields: noteId, contactId, author, content, createdAt
Trigger: when tasks are created or updated in either system.
Actions: mirror tasks and completion status between PTminder and GHL.
Method paths: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId.
Key fields: taskId, contactId, title, dueDate, status
Seamless data synchronization without custom code.
Faster task and note updates across platforms.
Improve data accuracy with centralized contacts.
A quick glossary of terms and processes you need to know to use the integration.
Application Programming Interface that enables PTminder and GHL to talk to each other.
Authorization framework for access tokens.
Specific URLs to perform operations like GET, POST, PUT, and DELETE.
Process to verify identity and grant access to resources.
Automatically pull richer data from PTminder when a new lead enters GHL and attach to the contact profile.
Create PTminder tasks automatically when tasks are created or updated in GHL to keep teams aligned.
Sync notes between PTminder and GHL so all context is available across platforms.
Register your PTminder app in GHL and exchange credentials to obtain access tokens or API keys.
Map PTminder fields to GHL fields for contacts, tasks, notes, and appointments; set up field rules and defaults.
Run tests in a staging environment, verify data flow, and monitor logs before going live.
PTminder and GHL will synchronize contact records, including basic fields like name, email, and phone, when a trigger occurs. You can extend sync to tasks, notes, and appointments through endpoint mappings, with conflict handling and scheduling options to avoid duplicates.
You can configure endpoints such as GET /contacts/:contactId to fetch data and POST /contacts/ to create contacts. Field mappings determine which PTminder fields fill GHL contact fields. Testing ensures the right data flows between systems.
Yes, mappings are customizable via the integration settings. You can map PTminder fields to GHL fields for contacts, plus tasks and notes. Advanced users can override default mappings for specific profiles or conditions.
No coding is required for standard connectors; you can set up via the built in integration or automation tools. For deeper customizations, a developer can tailor mappings and workflows.
Authentication is handled via OAuth tokens or API keys depending on the endpoint and configuration. Ensure tokens have the correct scopes such as contacts.readonly and data.write where needed.
API rate limits apply; monitor quotas in your developer portal. If you hit limits, implement backoff strategies or schedule batch syncs to avoid interruptions.
You can view sync status in the integration dashboard and activity logs. Set up alerts for failures and review error messages to resolve issues quickly.
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Complete Operations Catalog - 126 Actions & Triggers