Grant Referrizer secure access to the Contacts API using OAuth 2.0 or an API key, enabling calls to endpoints such as GET /contacts/:contactId and GET /contacts/:contactId/tasks.
Referrizer requests permission to read contacts, tasks, notes, and related data within GHL, aligned to the contacts.readonly scope.
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; 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: A new or updated contact in Referrizer prompts a fetch of the corresponding GHL contact via GET /contacts/:contactId.
Actions: Create or update the Referrizer contact from GHL data; map fields like name, email, and phone.
GET /contacts/:contactId
contactId, name, email, phone, tags
Trigger: When a task is created or updated in either system, sync to the other via GET /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId.
Actions: Reflect task status and due date in Referrizer; create tasks in Referrizer from GHL tasks.
GET /contacts/:contactId/tasks
taskId, subject, status, dueDate, completed
Trigger: New notes or tag changes in GHL update Referrizer notes or tags.
Actions: Sync notes to Referrizer; apply tags to the contact in Referrizer.
GET /contacts/:contactId/notes
notesId, content, date
Fast setup with no coding required using built-in endpoints and mappings.
Real-time or scheduled sync keeps contact data, tasks, and notes up to date across both systems.
Centralized workflow visibility lets you manage contacts and activities from a single interface.
Key elements include endpoints, triggers, actions, and data mappings that connect the GHL Contacts API to Referrizer in a secure, scalable way.
A person stored in GHL whose information is synced with Referrizer.
An actionable item linked to a contact, such as a follow-up task.
Notes associated with a contact for context and history.
The URL path used to access a specific API resource.
Automatically assign tags in Referrizer based on data from the GHL Contacts API to segment audiences.
Create Referrizer tasks when important events occur in GHL, such as a new lead or a changed status.
Leverage contact notes to trigger personalized messages and campaigns from Referrizer.
Obtain OAuth credentials for the GHL Contacts API and authorize Referrizer to access the data.
Map contact fields between GHL and Referrizer (name, email, phone, tags) to ensure data aligns.
Test the connection and enable automatic synchronization of contacts, tasks, notes, and tags.
In most cases, you can set this up with no coding using the built-in connectors and mappings. If you have complex field requirements, light scripting can be used to customize data flow. The goal is to get a reliable, no-code integration first, then iterate as needed.
You can read core contact data (name, email, phone), associated tasks, notes, and basic metadata. The scope is defined as contacts.readonly to protect data integrity while enabling essential reads for syncing and workflow automation.
Sync can be configured to run in real-time where supported or on a scheduled cadence. Real-time updates require appropriate triggers and webhooks from both systems. For lighter setups, a periodic sync ensures data remains consistent.
Yes. Field mappings between GHL and Referrizer can be customized to align with your data model. You can map standard fields (name, email, phone) as well as tags and notes to match your workflows.
API call limits depend on your GHL plan. For typical integrations, the provided endpoints are sufficient for daily syncs. If you exceed limits, you can implement batching and staggered calls.
The primary scope is contacts.readonly unless you require additional permissions. OAuth scopes can be adjusted during setup to grant read access to contacts, tasks, notes, and related resources as needed.
API credentials are generated in your GHL developer console. You’ll configure a new app, obtain client credentials, and set redirect URLs for OAuth flows. Keep credentials secure and rotate them periodically.
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Complete Operations Catalog - 126 Actions & Triggers
