Authenticate requests using your GHL API credentials with the scope set to contacts.readonly. Include your API token in the Authorization header as a Bearer token to securely access contact data.
Configure Relatel to securely access the Contacts API by using OAuth 2.0 or API keys, granting only the readonly scope to protect data while enabling necessary access.
– 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 Permissions: scope includes contacts.readonly for read operations and contacts.write where write access is required.
Trigger: A new or updated contact in Relatel should push changes to the Contacts API to keep both systems in sync.
Actions: Create or update a contact in the Contacts API; optionally pull related notes, tasks, and tags to maintain a complete record.
Use POST /contacts/ to create new contacts and PUT /contacts/:contactId to update existing ones.
Key fields: contactId, email, firstName, lastName, phone, tags
Trigger: When a task is created or updated in Relatel, mirror the change in the Contacts API.
Actions: Create or update tasks in the Contacts API; propagate status changes when completed in Relatel.
POST /contacts/:contactId/tasks to create tasks; PUT /contacts/:contactId/tasks/:taskId to update.
Key fields: taskId, contactId, title, dueDate, status
Trigger: Notes or appointments added or updated in Relatel should reflect in the Contacts API.
Actions: Create notes and appointments in the Contacts API for the corresponding contact; keep history aligned.
POST /contacts/:contactId/notes; POST /contacts/:contactId/appointments
Key fields: noteId, appointmentId, contactId, content, date
Automate data synchronization without writing any code, reducing manual data entry and errors.
Accelerate onboarding and enable your team to work across Relatel and Contacts API with consistent, up-to-date data.
Improve reporting and workflows by unifying contact data, tasks, notes, and appointments in one place.
This glossary explains core terms used in this guide, including endpoints, authentication, triggers, actions, and data mapping.
Application Programming Interface: a set of rules that allow software components to communicate and share data.
The process of verifying identity to grant access to API resources, typically via OAuth 2.0 or API keys.
A specific URL path in an API that returns data or accepts data for a resource.
A callback mechanism that delivers real-time data updates from one app to another via HTTP requests.
Automatically create or update contacts in GHL when new Relatel contacts are added, ensuring a single source of truth.
Keep task progress aligned between Relatel and the Contacts API to streamline follow-ups and due-date management.
Unify notes and events for a complete contact history, improving context for outreach and support.
Obtain GHL API keys and Relatel OAuth credentials, and define the desired data scope (readonly) for secure access.
Map fields such as email, name, and phone between Relatel and the Contacts API; set up triggers for real-time sync.
Run end-to-end tests, enable logging, and monitor data flows to ensure reliability and accuracy.
Authentication typically uses OAuth 2.0 or API keys. For read-only access you’ll configure the scope to contacts.readonly and include a Bearer token in your requests. If your use case requires updates, you may use the relevant write permissions (contacts.write) with secure storage of credentials. Always follow best practices for credential management and rotate keys regularly.
Read-only endpoints return data without requiring modification operations. Examples include fetching contacts, tasks, notes, and appointments. If you need to create, update, or delete resources, you must request and configure write permissions and ensure that your app enforces proper access control.
Yes. If your Relatel integration requires creating or updating contacts, tasks, notes, or appointments in the Contacts API, you will use write permissions (contacts.write) and the appropriate POST, PUT, or DELETE operations. Make sure to validate data before sending and handle conflicts gracefully.
Rate limits vary by endpoint and auth method. When designing your workflow, implement exponential backoff and proper error handling to retry failed requests. Monitor quotas within your GHL and Relatel accounts and adjust batch sizes as needed.
Field mapping is typically done in your integration configuration. Align core fields like email, firstName, lastName, and phone between Relatel and the Contacts API. Create mapping rules for notes, tasks, and appointments to ensure data consistency across systems.
No-code options are available via the Zapier App Connector, which lets you connect Relatel and the Contacts API without writing code. For complex workflows, you may add lightweight scripting or use a middleware platform if needed.
Data sync status can be monitored through logs and dashboards in the integration app. Look for sync status, error messages, and retry counts. Set up alerts to be notified of failures and verify data integrity after each run.
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Complete Operations Catalog - 126 Actions & Triggers
