Authenticate to the GHL Contacts API using OAuth 2.0 with the scope contacts.readonly. Create a developer app in GHL, obtain client credentials, and authorize QuoteMachine to access contact data.
Authenticate QuoteMachine to call GHL endpoints securely by using an API key or OAuth token obtained after app registration and approval. Store credentials securely and rotate them regularly.
Use these endpoints to read and manage contacts, tasks, notes, and appointments: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and related endpoints as needed in QuoteMachine.
Trigger: A new or updated contact in GHL is detected, and QuoteMachine fetches the latest data to create or update a contact record.
Actions: Create or update a contact in QuoteMachine; attach related tasks, notes, and quotes as needed.
GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email, phone
Trigger: A task is created or updated for a contact in GHL, prompting QuoteMachine to mirror the task.
Actions: Create/update tasks in QuoteMachine; track due dates and completion status.
GET /contacts/:contactId/tasks
Key fields: taskId, contactId, title, dueDate, status
Trigger: A note or quote is added for a contact in GHL, and QuoteMachine should reflect it in the timeline.
Actions: Sync notes and quotes, link to the corresponding contact, and surface in quotes workflow.
GET /contacts/:contactId/notes
Key fields: noteId, contactId, note, timestamp
Benefit: Build powerful automation without writing code; connect data between QuoteMachine and the Contacts API with drag-and-drop workflows.
Benefit: Rapid setup and iteration, enabling teams to test data flows quickly.
Benefit: Scalable integrations that grow with your contact and quoting needs.
Key elements include contacts, tasks, notes, and appointments; processes describe authentication, endpoint calls, and data syncing to ensure accurate data in QuoteMachine.
GHL API: The RESTful interface that lets your app read and write data to a GHL account, including contacts, tasks, notes, and more.
OAuth 2.0: The authorization framework used to obtain access tokens for secure API calls.
API Endpoint: A specific URL path that performs a defined operation (GET, POST, PUT, DELETE) against the API.
API Key: A credential used to authenticate requests to the API when not using OAuth.
Pull contact details into QuoteMachine to auto-generate a client quote proposal when a deal is in progress.
Create tasks in QuoteMachine based on GHL activity reminders and deadlines to keep deals moving.
Aggregate notes, tasks, and quotes into a complete contact timeline for sales enablement.
Create a developer app in GHL and obtain the client ID and secret.
Request scopes such as contacts.readonly and any other data you need to sync.
Integrate endpoints in QuoteMachine, run test calls, and monitor activity for errors.
Short answer: No heavy coding required. Use the no-code or low-code workflow builder in QuoteMachine to map fields and trigger actions. Longer form: Start with a test project, connect the GHL endpoint, and validate data flows with sample contact records.
You can sync core contact fields (name, email, phone) and related data such as tasks, notes, and quotes. The exact fields depend on the scopes you request and the endpoints you enable.
Rate limits apply to API calls. Plan your calls, batch requests when possible, and implement exponential backoff to handle spikes gracefully.
Use a sandbox or test environment provided by GHL. Validate data mappings, run sample transactions, and review logs before going live.
Two-way sync is possible but requires careful design to prevent conflicts. Implement conflict resolution rules and monitor data freshness across systems.
Credentials are stored securely with encryption at rest and in transit. Rotate keys periodically and follow best practices for credential management.
If you run into issues, consult the integration logs, check endpoint permissions, and reach out to support with your request IDs for faster resolution.
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Complete Operations Catalog - 126 Actions & Triggers
