Authenticate with GHL using OAuth 2.0 or an API key to access the Contacts API. Scope: contacts.readonly.
In QuickFile, configure the GHL connection by entering your API credentials, selecting the Contacts API as the connected service, and ensuring the scope matches your read-only needs.
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 viewed or updated to sync data to QuickFile in real time.
Actions: Create or update the contact in QuickFile; pull related tasks, notes, and appointments.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, company
Trigger: creation or update of a contact’s tasks.
Actions: Create or update tasks in QuickFile; reflect overdue or completed status.
GET /contacts/:contactId/tasks
Key fields: taskId, title, dueDate, status
Trigger: new or updated notes for a contact.
Actions: Create or update notes in QuickFile.
GET /contacts/:contactId/notes
Key fields: noteId, content, createdDate
Unified contact view across apps for faster decision making.
Automated data sync reduces manual updates and errors.
Notes, tasks, and conversations stay in one place for complete history.
This section covers endpoints, authentication, data fields, and how data flows between the GHL Contacts API and QuickFile.
The process of verifying identity to access the GHL APIs securely.
A specific URL path used to interact with a resource in the API.
A standard framework for authorizing access without sharing user credentials.
A unit of work assigned to a contact within the system.
Automatically push changes from GHL to QuickFile as soon as they occur.
Leverage tasks data to trigger automations and reminders in QuickFile.
Sync notes to maintain a complete activity history in QuickFile.
In GHL, generate an API key or set up OAuth for the QuickFile connection.
Enter credentials in QuickFile, authorize scopes, and map fields.
Run test calls, verify data sync, and monitor logs.
For read-only operations, use the contacts.readonly scope in GHL. If you need broader access, coordinate with your GHL admin to adjust scopes. Always follow least-privilege practices. In practice, you’ll typically pull contact data, tasks, notes, and appointments to surface in QuickFile. If write access is ever granted, ensure proper approval and audit trails. Tip: Use test credentials in a sandbox environment when experimenting with endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks to validate mappings before going live.
The QuickFile connection described here uses read-only access by default. If your workflow requires writing back to GHL (for example, creating tasks or updating contacts from QuickFile), you must enable higher permissions and implement robust validation and error handling. Always log changes and respect user permissions. In most cases, keep write actions limited to approved scenarios.
Common endpoints include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks to fetch tasks, and GET /contacts/:contactId/notes to pull notes. For broader context you may also fetch lists of contacts with GET /contacts/ and related entities like appointments. Use appropriate authentication for each call and handle paging if your dataset is large. Remember to map fields consistently so data appears correctly in QuickFile.
Map core fields such as contactId, name, email, and phone from GHL to QuickFile. Align task fields like taskId, title, dueDate, and status. For notes, map noteId, content, and createdDate. Use field mapping in QuickFile’s integration settings and test with sample records.
OAuth 2.0 is the preferred method for secure authorization. API keys can work, but they should be stored securely and rotated regularly. Use HTTPS for all requests and restrict scopes to the minimum needed (e.g., contacts.readonly).
Start with the test environment or sandbox if available. Use a small dataset, run each endpoint, verify responses, and confirm data mapping. Monitor logs for failures and set up alerts for errors. Validate both read and, if enabled, write paths before going live.
Endpoint details are shown above in the Endpoints section. Refer to your GHL developer docs for endpoint schemas, required parameters, and pagination tips. If you need, you can request sample payloads to validate your mappings.
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