Access is secured with OAuth 2.0 tokens. Include the Bearer token in the Authorization header and request the scope: contacts.readonly. Store tokens securely and refresh them before expiry to maintain uninterrupted access.
Radius CRM uses OAuth 2.0 for app-to-app authentication. Register your Radius CRM app in your developer portal, configure redirect URIs, and implement a reliable token refresh flow to keep connections alive.
API Endpoint1: GET /contacts/:contactId — Retrieve a single contact. API Endpoint2: GET /contacts/:contactId/tasks — Retrieve tasks for a contact. API Endpoint3: GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task. API Endpoint4: GET /contacts/:contactId/notes — Retrieve notes for a contact. API Endpoint5: GET /contacts/:contactId/notes/:id — Retrieve a specific note. API Endpoint6: GET /contacts/:contactId/appointments — Retrieve appointments for a contact. API Endpoint7: GET /contacts/ — List contacts. API Endpoint8: GET /contacts/business/:businessId — Retrieve contacts by business. API Endpoint9: contacts.write — Write permission for contacts. API Endpoint10: POST /contacts/ — Create a new contact. API Endpoint11: PUT /contacts/:contactId — Update a contact. API Endpoint12: DELETE /contacts/:contactId — Delete a contact. API Endpoint13: POST /contacts/:contactId/tasks — Create a task for a contact. API Endpoint14: PUT /contacts/:contactId/tasks/:taskId — Update a task. API Endpoint15: PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed. API Endpoint16: DELETE /contacts/:contactId/tasks/:taskId — Delete a task. API Endpoint17: POST /contacts/:contactId/tags — Add a tag to a contact.
Trigger: When a contact in Radius CRM is created or updated, fetch the latest data from the Contacts API to keep records aligned.
Actions: Create or update the Radius CRM contact using data from GET /contacts/:contactId and PUT /contacts/:contactId to keep the profile current.
Methods/paths: GET /contacts/:contactId; PUT /contacts/:contactId
Key fields: contactId, email, phone
Trigger: Creation or update of tasks and notes for a contact in the Contacts API.
Actions: Create/update tasks and notes in Radius CRM using POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and GET /contacts/:contactId/notes.
Methods: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes
Key fields: taskId, noteId, status
Trigger: New or updated appointments in the Contacts API.
Actions: Create or update appointments in Radius CRM using GET /contacts/:contactId/appointments and related update calls.
Methods: GET /contacts/:contactId/appointments; PUT /contacts/:contactId/appointments/:appointmentId
Key fields: appointmentId, startTime
Automate data flow without writing code: synchronize contacts, tasks, notes, and appointments across Radius CRM and the Contacts API.
Reduce manual data entry, prevent duplicates, and maintain consistency in real time.
Leverage built-in triggers and webhooks to automate follow-ups and campaigns.
Key elements include authentication, endpoint usage, data mapping, event triggers, and error handling for a reliable Radius CRM and Contacts API integration.
A standard authorization framework that enables secure access to APIs without exposing user credentials.
A specific URL and method pair that performs a defined action or returns data from an API.
A set of permissions granted for an API call (e.g., readonly or write).
A real-time notification mechanism that informs your system about events as they happen.
Automatically create a Radius CRM contact when a new lead is captured, with field mappings that populate core contact data and tags.
Generate follow-up tasks in Radius CRM based on events in the Contacts API, keeping sales and support teams aligned.
Sync appointments and set reminders in Radius CRM to trigger timely campaigns and client outreach.
Create a new app in the GHL developer portal, then obtain client credentials and set redirect URIs.
Configure OAuth 2.0 flow, obtain access tokens, and implement token refresh logic.
Define mappings between Radius CRM fields and Contacts API fields to ensure accurate data sync.
Yes. The connection is secured with OAuth 2.0 and TLS transport. Tokens should be stored securely and never exposed in client-side code. Use the minimum scope (contacts.readonly) required for your use case and rotate tokens regularly. Implement proper token storage and refresh logic to avoid interruptions.
You can accomplish many tasks with no-code automation, including triggers, actions, and field mappings. For more advanced scenarios, light scripting or custom middleware may be necessary, but a large portion of common flows can be built without code.
For basic sync, you’ll typically use GET /contacts/:contactId to read a contact, PUT /contacts/:contactId to update, and POST /contacts/ to create. Additional endpoints for tasks, notes, and appointments enable richer synchronization as needed.
Yes. You can fetch tasks and notes via GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and related endpoints. Use these calls to mirror or enrich Radius CRM records with activity data.
Authentication tokens should be securely stored and refreshed before expiry. Handle token expiry gracefully with automatic retries and fallback paths. Keep refresh tokens confidential and rotate keys regularly.
Yes. You can push updates from Radius CRM to Contacts API using PUT/POST endpoints for contacts, tasks, notes, and appointments. Webhooks can help automate event-driven updates.
API rate limits vary by plan. Check the developer portal for current limits and retry guidelines. Implement exponential backoff and clear error handling to maintain reliability.
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Complete Operations Catalog - 126 Actions & Triggers
