To begin, obtain your API access for the Contacts API and grant ReferralHero the required scope: contacts.readonly. Use your API key or OAuth credentials as provided by your GHL developer portal.
In ReferralHero, configure your API credentials and authorize the app to perform operations within the Contacts API scope. This enables syncing contacts, tasks, notes, and appointments.
GET /contacts/:contactId — retrieve a single contact GET /contacts/:contactId/tasks GET /contacts/:contactId/tasks/:taskId GET /contacts/:contactId/notes GET /contacts/:contactId/notes/:id GET /contacts/:contactId/appointments GET /contacts/ — list contacts GET /contacts/business/:businessId contacts.write 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: New or updated contact in ReferralHero
Actions: create or update contact in GHL, attach notes, and sync tags; schedule follow-ups.
Method path examples: POST /contacts/ for creates, PUT /contacts/:contactId for updates.
Key fields: name, email, phone, contactId, tags
Trigger: Task assigned or updated in ReferralHero
Actions: create tasks in GHL, update status, and notify via notes
Paths: POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Fields: taskId, contactId, dueDate, status
Trigger: New note created in ReferralHero
Actions: post notes to contact in GHL, update history timeline, attach related records
Paths: GET /contacts/:contactId/notes and POST /contacts/:contactId/notes
Fields: noteId, content, author, timestamp
No-code automations mean you can connect data without writing a line of code.
Real-time sync keeps your CRM, tasks, and notes aligned across platforms.
Scalable templates and triggers make onboarding faster for teams.
Key elements include endpoints, authentication, triggers, actions, and mapping of fields between ReferralHero and the GHL Contacts API.
A specific URL and method provided by an API to perform a defined action, such as retrieving a contact.
The process of proving you are allowed to access the API, typically via API keys or OAuth.
A URL endpoint that receives real-time data updates from an API when events occur.
A framework for authorizing access without sharing passwords; used for API integrations.
Automatically create or update a contact in GHL when a new lead is captured in ReferralHero, ensuring data parity and enabling downstream automation.
Create and assign follow-up tasks in GHL when ReferralHero triggers a client outreach event, keeping your team aligned.
Automate note creation in GHL from ReferralHero interactions to build a complete contact history for faster context in conversations.
Obtain API credentials for the Contacts API and confirm scope (contacts.readonly). Test connectivity from ReferralHero.
Outline how ReferralHero fields map to GHL contact fields, including name, email, phone, notes, and tags.
Create triggers and actions to sync contacts, tasks, and notes; then run end-to-end tests before going live.
For basic sync, focus on retrieving and updating contacts and their related tasks and notes using the endpoints listed in the Key Endpoints section. This ensures referrals, leads, and client data stay aligned across both systems. Start with GET /contacts/:contactId and POST /contacts/ to establish a foundation, then layer in tasks and notes as needed. As you expand, map fields carefully and test end-to-end to confirm data integrity and trigger behavior.
Authentication is handled via API keys or OAuth depending on your setup. Obtain credentials from the GHL developer portal and grant ReferralHero the required scope (contacts.readonly). In ReferralHero, configure these credentials securely and validate a test call to GET /contacts/:contactId before proceeding with automation. If your org uses OAuth, ensure token refresh logic is in place to maintain uninterrupted access.
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Complete Operations Catalog - 126 Actions & Triggers
