Use your OAuth token with the Contacts API scope (readonly) or a dedicated API key, ensuring only necessary permissions are granted for Retell AI.
Retell AI authenticates to GHL using app credentials and securely stores tokens to access the Contacts API.
Core endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/, 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, GET /contacts/:contactId/appointments, GET /contacts/business/:businessId, GET /contacts/:contactId/notes/:id, and POST /contacts/:contactId/notes. Endpoints may be combined with tags via POST /contacts/:contactId/tags.
Trigger: When a new or updated contact is detected in GHL, Retell AI pulls the contact record to enrich prompts and insights.
Actions: Retrieve /contacts/:contactId and map fields to Retell AI variables; update notes or tags as needed.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, lastActivity
Trigger: Retell AI identifies an action item and creates a task in the contact’s task list.
Actions: POST /contacts/:contactId/tasks with title, dueDate, and related notes.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, status
Trigger: A conversation or event is logged; notes are appended to the contact timeline.
Actions: POST /contacts/:contactId/notes to append contextual notes.
POST /contacts/:contactId/notes
Key fields: contactId, noteId, content, createdAt
No-code setup: Connect your Contacts data to Retell AI with a few clicks and start automating workflows instantly.
Rapid prototyping: Test workflows, tweak triggers, and see results without writing code.
Scalable automation: As your Contacts data grows, Retell AI can orchestrate actions across tasks, notes, and tags.
Key elements include API endpoints, authentication, data mapping, rate limits, error handling, and versioning to ensure reliable integrations.
A specific URL path that performs a function, such as GET /contacts/:contactId to fetch a contact.
The method used to verify identity and permissions, typically OAuth tokens or API keys, scoped to the Contacts API.
The maximum number of requests allowed in a given time window to protect the API from overload.
A lightweight callback mechanism for real-time updates pushed from GHL to Retell AI when data changes.
Enrich contact records with contextual data from Retell AI to surface insights in conversations and automations.
Automatically generate and assign tasks based on contact activity and lifecycle stage.
Append notes from Retell AI summaries to contact timelines for richer history.
Obtain OAuth tokens or API keys with the contacts.readonly scope and authorize Retell AI to access your Contacts data.
Choose endpoints (read or write) and map fields (name, email, notes) to Retell AI data structures.
Create automations that trigger on contact events and validate results in a sandbox environment.
Yes. No-code setup is supported through the connector wizard. You can connect and authorize Retell AI to access your Contacts data without writing code. If you need more control, you can use the API directly with your own scripts.
Read-only scope is sufficient for most analytics and enrichment tasks. Ensure the app credentials are restricted to necessary endpoints, and rotate tokens regularly to maintain security.
Updates and deletions require write permissions. You can enable endpoints like POST, PUT, and DELETE for contact records and related items through scoped credentials.
Implement exponential backoff and retries, monitor rate limits, and design graceful fallbacks to avoid service disruption.
Yes. Map custom fields to Retell AI variables and use endpoint payloads to ensure data consistency across systems.
Yes. Use a sandbox or staging environment to test calls before pushing to production. Many providers offer test modes.
Refer to the official API docs, developer portal, and support channels for up-to-date guidance and best practices.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
