Use a GHL API key scoped to the permissions you need (for example, contacts.readonly). Keep keys secure, rotate them regularly, and validate requests from trusted sources. If possible, prefer OAuth or IP allowlisting to harden access.
Configure rasa-io to securely store and send your GHL credentials. Use environment variables or secret managers and apply the principle of least privilege. Test authentication against a sandbox first.
– GET /contacts/:contactId — Retrieve a single contact. – GET /contacts/:contactId/tasks — List tasks for a contact. – GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task. – GET /contacts/:contactId/notes — List notes for a contact. – GET /contacts/:contactId/notes/:id — Retrieve a single note. – GET /contacts/:contactId/appointments — List appointments for a contact. – GET /contacts/ — List contacts. – GET /contacts/business/:businessId — List contacts for a business. – POST /contacts/ — Create a contact. – PUT /contacts/:contactId — Update a contact. – DELETE /contacts/:contactId — Delete a contact. – POST /contacts/:contactId/tasks — Create a task for a contact. – PUT /contacts/:contactId/tasks/:taskId — Update a task. – PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task complete. – DELETE /contacts/:contactId/tasks/:taskId — Delete a task. – POST /contacts/:contactId/tags — Add tags to a contact.
Trigger: New or updated contact in GHL
Actions: Retrieve the contact with GET /contacts/:contactId and push updates into rasa-io
GET /contacts/:contactId
contactId, email
Trigger: Task created or updated in GHL
Actions: Fetch tasks with GET /contacts/:contactId/tasks and update rasa-io tasks
GET /contacts/:contactId/tasks
contactId, taskId
Trigger: Note created or updated in GHL
Actions: Fetch notes with GET /contacts/:contactId/notes and attach to contact in rasa-io
GET /contacts/:contactId/notes
contactId, id
Automated contact data sync reduces manual data entry and keeps records up-to-date.
Centralized triggers and actions enable cohesive workflows between GHL and rasa-io.
Secure API access with scoped permissions minimizes risk while enabling automation.
This glossary defines terms such as endpoints, triggers, actions, methods, and key fields used throughout the integration.
An API is a set of rules that allows external apps to read and modify data in GHL.
A specific URL in the GHL API that performs a defined operation.
An event in GHL that starts a workflow with rasa-io.
A data point used to identify or describe a contact (for example, contactId or email).
Trigger rasa-io actions when customers hit milestones in GHL, such as new tags or notes.
Automatically pull in tasks to rasa-io and remind teams to follow up.
Schedule periodic checks to reconcile contacts between GHL and rasa-io.
Collect your GHL API keys with the correct scopes and store them securely in rasa-io.
Define the endpoints you will call and the triggers that will start workflows in rasa-io.
Run tests, verify data sync, and set up monitoring alerts.
You will authenticate with a GHL API key scoped to the permissions you need (read and/or write). Use secure storage and rotate keys regularly. In addition, ensure requests come from trusted sources using IP allowlists or OAuth where supported. Always verify the source of requests and implement robust error handling and logging in both GHL and rasa-io.
The core endpoints for reading contacts include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments. Use POST, PUT, and DELETE where you need to create or update data. In rasa-io, map response fields to your data models and keep field names aligned to avoid data drift.
Start with a sandbox or test workspace if available. Use test data to verify triggers, data mapping, and error handling. Monitor logs in rasa-io and your GHL account during tests. Repeat tests across typical workflows to ensure reliability before going live.
Yes. Rates depend on your GHL plan and API usage. Monitor request counts and implement exponential backoff to stay within limits. Consider caching frequently requested reads to reduce calls. Plan your data sync cadence to balance freshness with cost.
Store API keys securely, rotate them regularly, and never hard-code credentials. Use environment variables and secret management. Restrict access to only necessary scopes and enable auditing where possible. Use separate keys per environment (dev/stage/prod) to minimize risk.
Webhooks can notify rasa-io of events in GHL. Configure webhook endpoints in GHL and route events to rasa-io for near real-time processing. Ensure your webhook processor validates payloads, handles retries, and logs outcomes for visibility.
Look for webhook payload diagrams and field reference guides in the GHL developer docs. Follow best practices for payload validation and retry strategies. Test webhook delivery with sample payloads and monitor for missed events.
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Complete Operations Catalog - 126 Actions & Triggers
