The integration uses OAuth to request the minimum required scope: contacts.readonly for reading contact data.
Grant access to Real Geeks to retrieve contact information and related records from the GHL Contacts API.
Included endpoints: 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 accessed or updated in Real Geeks
Actions: retrieve contact data, pull related tasks, fetch notes
GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email
Trigger: when a contact’s tasks are requested
Actions: query /contacts/:contactId/tasks and return task details
GET /contacts/:contactId/tasks
Key fields: contactId, taskId, title, status
Actions: POST /contacts/ to create, PUT /contacts/:contactId to update
POST /contacts/ and PUT /contacts/:contactId
Key fields: contactId, email, name
No-code integration lets you automate data flow without writing code.
Bi-directional syncing keeps Real Geeks and your tools aligned in real time.
Reusable workflows with endpoints, triggers, and actions speed up onboarding.
Key elements include endpoints, triggers, actions, and the data fields used across the integration.
A specific URL that enables an action or data retrieval from the GHL API.
A secure authorization framework that grants limited access tokens.
A person stored in Real Geeks CRM with identifying details.
A to-do item linked to a contact, used to track activity.
Automatically enrich contact records with data from connected systems.
Create tasks automatically when key events occur.
Segment your contacts and trigger targeted campaigns.
Grant permissions for Real Geeks to read and write contact data.
Choose endpoints such as contacts, tasks, notes to synchronize.
Run test requests and verify data flow.
You can access contact details, associated tasks, notes, and appointments through read endpoints. Use GET requests like GET /contacts/:contactId to retrieve a single contact and related records such as tasks and notes.
OAuth 2.0 provides secure, token-based access. Use refresh tokens to maintain sessions without re-authenticating frequently. Keep your access token private and scope-limited to contacts.readonly to prevent unintended data exposure.
Write operations require elevated permissions that extend beyond the read-only scope. If you need to create or update contacts, you must request additional scopes. With appropriate scopes, you can POST to /contacts/ and PUT to /contacts/:contactId to manage records.
All endpoints require authentication via OAuth or API keys. Always use secure connections (HTTPS) and rotate credentials regularly.
Rate limits apply to endpoint calls and vary by plan. Refer to the API docs for exact quotas and how to handle retries.
Yes. You can attach notes and tasks to a specific contact using the contactId in the endpoint. This enables rich context for CRM workflows.
Deleting a contact removes the record from Real Geeks and any linked data depending on downstream integrations. Consider soft-delete behavior and backup strategies when planning data removal.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
