Authenticate requests to the Contacts API using OAuth tokens or API keys. Ensure the access scope includes read-only rights (contacts.readonly) for retrieval tasks.
RO App uses a secure OAuth flow to obtain access tokens and refresh tokens, then attaches the access token to every request to the Contacts API.
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 you need to view a contact’s core details in RO App.
Actions: retrieve contact data and pull related tasks, notes, and appointments for a complete profile view.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, tags
Trigger: after selecting a contact, retrieve all associated tasks.
Actions: list tasks with status, dueDate, and completion state.
GET /contacts/:contactId/tasks
Fields: taskId, title, status, dueDate, completed
Trigger: selecting a task to view its details.
Actions: retrieve task details and update status as completed when applicable.
GET /contacts/:contactId/tasks/:taskId
Fields: taskId, title, description, status, dueDate, completed
Automate data syncing without writing any code.
Consolidate contact data for faster troubleshooting and outreach.
Leverage RO App’s workflows to act on contact data in real time.
Key elements and processes you should understand when integrating the RO App with the Contacts API: authentication, endpoints, data fields, and workflow triggers.
A person in your CRM whose data you access and manage via the Contacts API.
A unit of work associated with a contact, such as a to-do item or reminder.
A specific API route that performs an operation on contacts, tasks, notes, or appointments.
The method used to verify identity and authorize API requests (API keys, OAuth tokens).
Automatically push new or updated contacts from RO App into the Contacts API to keep both systems aligned.
Pull tasks from Contacts API into RO App and trigger automated actions based on task status.
Use contact fields like tags and owner to build targeted campaigns in RO App.
Obtain OAuth tokens or API keys and grant RO App access to the Contacts API with the required scopes.
Set up the endpoints you will use (1-17) and map data fields between RO App and Contacts API.
Run test calls, verify data sync, and set up alerts for failures.
We support OAuth 2.0 or API key-based authentication. Use the token in the Authorization header and ensure the correct scope is granted for read-only access when retrieving data. For write operations, you will need higher privileges and sometimes an elevated scope. Always rotate credentials and store them securely.
Read operations are available for core contact data: use GET endpoints to fetch contacts, tasks, notes, and appointments. You can retrieve lists or individual items as needed. Always handle pagination if the API returns paginated results.
Write operations are possible if you have the appropriate permissions. Use POST, PUT, PATCH, or DELETE where supported. Validate payloads and handle errors gracefully. Aim to perform changes atomically and log any failed attempts for audit purposes.
Test in a sandbox or staging environment before going live. Use small data sets and verify that data maps correctly between RO App and Contacts API. Monitor logs and set up a rollback plan in case of unexpected issues.
Yes. Read permissions are needed for retrieval. Write permissions are required for creating or updating data. Ensure the app is granted the minimum required scope. If you require write access, request the appropriate privileges from your admin or API provider.
If sync issues occur, check API responses for error codes, verify your field mappings, and confirm the contact IDs match across systems. Enable retries and logs. Consider using webhooks if supported to trigger updates instead of polling.
Rate limits vary by plan and endpoint. Review the API documentation for quotas and implement exponential backoff on retries. If you anticipate bursts, contact support to discuss higher quotas.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
