Set up secure access by obtaining the proper API key or OAuth token with the required scope (contacts.readonly).
Configure APPNAME to securely access Contacts data via OAuth or API key, and manage token refresh securely.
Access the following endpoints for Contacts data: GET /contacts/:contactId to retrieve a single contact; GET /contacts/:contactId/tasks to fetch tasks for a contact; GET /contacts/:contactId/tasks/:taskId to fetch a specific task; GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id to read notes; GET /contacts/:contactId/appointments to view appointments; GET /contacts/ for listing contacts; GET /contacts/business/:businessId for business-level contact data; for mutating data use 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. Permissions depend on the scope: contacts.readonly for read-only access.
Trigger: when a contact is created or updated in GHL, push the changes to APPNAME to keep data aligned.
Actions: fetch contact details, pull related tasks and notes, and update fields in APPNAME.
Common method paths include GET /contacts/:contactId for reads and PUT /contacts/:contactId for updates; you can use POST /contacts/ to create new contacts when needed.
Key fields to map: id, email, name, phone, lastModified
Trigger: new or updated tasks associated with a contact.
Actions: create, update, or fetch tasks via /contacts/:contactId/tasks and /contacts/:contactId/tasks/:taskId.
Paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, GET /contacts/:contactId/tasks
Key fields: taskId, title, status, dueDate
Trigger: notes created or updated on a contact.
Actions: fetch notes, create notes, map note content to APPNAME records.
Paths: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id
Key fields: id, content, timestamp
Build powerful automations without writing code by using prebuilt actions and triggers.
Keep data consistent across your tools with synchronized contact, task, and notes data.
Accelerate go-live with templates and mapped fields that ship with APPNAME.
Core elements include endpoints, authentication, triggers, actions, and data mapping that make the integration possible and maintainable.
A specific URL used to access or mutate data in a service.
The process of verifying identity and granting access to an API.
A callback mechanism that notifies your app when an event occurs.
An event that starts an automation workflow.
Automatically reach out to leads when contact fields change, and log interactions in APPNAME.
Aggregate contact data, notes, tasks, and appointments into a unified profile in APPNAME.
Coordinate tasks across teammates by syncing task status and due dates to APPNAME.
Obtain an OAuth token or API key and grant the necessary scope for contacts data to APPNAME.
Choose which contact fields to sync and set up triggers for contact creation or updates.
Run tests, verify data is flowing correctly, then enable the automation and monitor results.
The GHL Contacts API exposes endpoints to read and manage contact data, tasks, notes, and more. APPNAME can use these endpoints to automate workflows, create triggers, and perform actions without manual data entry. The combination enables powerful no-code automations.
In most cases you can set up the integration with no bespoke coding by configuring connectors, mapping fields, and selecting triggers and actions. If you need advanced logic, small scripts or webhooks can be used, but the base use cases often work right away.
Supported authentication includes OAuth 2.0 and API keys. Choose the method your APPNAME supports and ensure the access scope includes contact data. Refresh tokens regularly to maintain connectivity.
For common workflows start with read endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks, then map fields and set triggers for create or update events. Use write endpoints if APPNAME needs to create or modify contacts.
Testing involves sandbox credentials, simulating events, and validating that data flows correctly into APPNAME. Use test contacts and verify logs, then deploy to production once results are stable.
Real-time sync is possible when you configure triggers on create and update events and use webhooks where available. Consider batching if rate limits apply.
Refer to the endpoints list and data fields within the GHL API documentation segment for planning. The example endpoints above map to contact, task, and note resources.
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Complete Operations Catalog - 126 Actions & Triggers
