Obtain your GHL credentials from the developer portal and generate an access token to authorize requests to the Contacts API for RepCard.
Grant RepCard the permissions required to read contact data in GHL using the scope contacts.readonly and safely test integrations in a sandbox environment.
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 opened in RepCard or selected in a list
Actions: fetch contact details and load related tasks for quick context
GET /contacts/:contactId
Required fields: contactId, name, email
Trigger: new or updated notes for a contact
Actions: retrieve notes and attach them to the contact view in RepCard
GET /contacts/:contactId/notes
Fields: id, content, date
Trigger: appointment updates or task due events
Actions: push upcoming appointments and tasks into RepCard calendar
GET /contacts/:contactId/appointments
Fields: appointmentId, start, end, location
Fast setup with no code needed to sync core contact data
Consolidated view of contacts, notes, tasks and appointments in RepCard
Workflow ready triggers for follow ups and reminders
This glossary covers authentication, endpoints, data fields, and how RepCard uses the Contacts API with GHL
Verifying identity to access the GHL Contacts API from RepCard
A specific URL path used to access data in the API
An individual stored in the GHL CRM with associated data
A mechanism to receive real-time updates from GHL when data changes
Trigger reminders in RepCard when a contact field changes in GHL
Create tasks for follow ups based on notes added to a contact
Sync appointments to RepCard calendar and auto reminders
Get API keys and OAuth tokens from GHL and configure in RepCard
Authorize RepCard to access Contacts API and run test calls
Map contact fields to RepCard fields and enable triggers
RepCard can read contact data, notes, tasks and appointments through the Contacts API. Access is restricted to the scopes granted in your integration. Always follow best practices for token management and least privilege. For write access, use API endpoints with appropriate permissions.
No heavy coding is required. Use the Zapier app connector or built in connectors in RepCard to map fields and set triggers. For advanced needs, refer to the API docs and sample payloads.
Essential endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments. Writing endpoints like POST, PUT, and DELETE allow updates.
Authenticate using OAuth 2.0 or API keys from the GHL developer portal. Always use HTTPS and rotate credentials regularly. Test in a sandbox environment first.
Some endpoints support write back from RepCard via POST, PUT or DELETE. Ensure correct permissions and validation on the payload.
Rate limits vary by plan. Plan for retries and exponential backoff and monitor response headers for quota usage.
If you run into issues, check endpoint paths, auth tokens, and request payloads. Use the test tools in RepCard and GHL to pinpoint errors.
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Complete Operations Catalog - 126 Actions & Triggers
