Access to endpoints requires a valid token with the contacts.readonly scope. Use OAuth 2.0 or an API key, rotate credentials regularly, and protect tokens with a secure vault.
Within Reloadify, create or import your credentials, authorize the app to access the Contacts API, and store the access token securely. Ensure the token has at least read permissions for the data you need.
– 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 updated in Reloadify, fetch the latest data from GET /contacts/:contactId to keep records current.
Actions: retrieve contact details, associated tasks, notes, and appointments using the related endpoints.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, lastUpdated
Trigger: create or update a contact’s tasks with POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId as needed.
Actions: list tasks, create new tasks, update completion status via PUT /contacts/:contactId/tasks/:taskId and mark completed.
GET /contacts/:contactId/tasks
Key fields: contactId, taskId, title, status, dueDate
Trigger: add or update notes for a contact using GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id as needed.
Actions: fetch notes, create new notes, and attach updates alongside tasks.
GET /contacts/:contactId/notes
Key fields: contactId, noteId, content, createdAt
Automate contact data flow and keep records up to date without writing custom code.
Maintain synchronized tasks, notes, and appointments across systems for better team visibility.
Rapid setup with ready-to-use endpoints and straightforward mappings that scale with your needs.
This glossary defines core concepts: API Endpoint, Trigger, Action, and Key Field, as they relate to the Reloadify and Contacts API integration.
A specific URL path used to access a resource in the GHL API.
An event that starts an automation in your workflow, such as a contact update or new note.
An operation performed in response to a trigger, like creating a task or adding a note.
A field used to identify, map, and link data across systems, such as contactId or taskId.
Use the API to automatically create a contact in the system when a new user signs up in Reloadify, ensuring a seamless start.
Set up automated tasks triggered by user milestones and update them as work progresses in real time.
Sync notes between Reloadify and the Contacts API to keep teams informed on contact activity.
Create credentials in the GHL developer portal and note your client ID and secret for secure access.
Request an access token with the required scope and test endpoints to verify connectivity.
Configure Reloadify automations to use the Contacts API endpoints for data sync and task management.
Not necessarily. The integration is designed for no-code setups, with guided steps and prebuilt mappings. For custom needs, a developer can extend endpoints and automations. In most cases, you can complete the setup through the UI and basic field mappings. If you run into edge cases, consult the API docs or your developer for small scripts.
Common endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/, and PUT /contacts/:contactId. These cover core data access, task creation, and contact creation flows. For richer workflows, you can add notes and appointments endpoints as needed.
Triggers are events that start automations, like a contact update or a new note. Actions are the operations performed in response to a trigger, such as creating a task or updating a note. You can combine multiple triggers and actions to build end-to-end workflows.
Use the built-in test tools in Reloadify to call API endpoints in a sandbox environment with a test token. Verify data mapping, error handling, and rate limits before going live. Review responses to confirm correct authentication and permissions.
Use OAuth 2.0 where possible and limit scopes to the minimum needed (e.g., contacts.readonly). Rotate credentials regularly, store tokens securely, and implement webhook verification for data integrity. Monitor access and audit logs.
Yes. You can connect via Zapier by leveraging webhooks and the Contacts API endpoints. This enables cross-tool automation where Zapier can trigger actions in Reloadify or respond to events from the Contacts API.
Rate limits depend on your GHL plan and endpoint type. Start with conservative calls and implement exponential backoff on 429 responses. Refer to the API documentation for endpoint-specific limits and best practices.
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Complete Operations Catalog - 126 Actions & Triggers
