Authenticate requests to the Contacts API using OAuth 2.0 tokens or the API key scope provided by GHL, ensuring secure access to contact data, tasks, and notes.
Configure Roam to pass valid access tokens when calling the Contacts API, and store credentials securely with automated token refresh where available.
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 on contact creation or update in Roam
Actions: fetch contact profile, pull latest tasks and notes, and sync to Roam
GET /contacts/:contactId
Key fields: id, name, email, phone
Triggered when a task is updated for a contact
Actions: list tasks, update status, or create new tasks from Roam
GET /contacts/:contactId/tasks
Key fields: taskId, title, status, dueDate
Triggered when notes are added or updated for a contact
Actions: fetch notes, attach to Roam records, and create new notes from Roam
GET /contacts/:contactId/notes
Key fields: id, content, createdAt, updatedAt
Automate data synchronization between Roam and the Contacts API without writing code
Centralize contact, task, and note data in Roam for quick access and insights
Leverage prebuilt endpoints to speed up setup and workflow automation
This glossary defines core concepts, elements, and processes used to connect Roam with the Contacts API and to implement reliable automations.
API stands for Application Programming Interface — a set of endpoints that Roam can call to retrieve and modify contact data, tasks, notes, and more.
REST is an architectural style used by the Contacts API for standard operations like GET, POST, PUT, and DELETE on resources such as contacts, tasks, and notes.
Webhooks deliver real-time updates from the Contacts API to Roam when data changes, enabling live synchronization.
Create a Roam workflow that scores or tags contacts based on API responses, enabling smarter routing and outreach.
Automatically push task updates from the Contacts API into Roam and reflect changes back to associated Roam notes.
Attach contact notes to Roam records to provide context for follow‑ups and campaigns.
Obtain Roam integration credentials and authorize Roam to access the Contacts API securely.
Map Roam fields to Contacts API endpoints for contacts, tasks, and notes.
Set triggers and actions to keep Roam data in sync with the Contacts API continuously.
No coding is required to get started. Use Roam’s built‑in connectors and the Contacts API to pull basic contact data into Roam. You can then add tasks and notes without writing custom code. As you become more comfortable, you can expand mappings and automations using the endpoints provided.
For a basic sync, use endpoints such as GET /contacts/:contactId to pull a profile, GET /contacts/:contactId/tasks to fetch tasks, and GET /contacts/:contactId/notes to retrieve notes. The scope contacts.readonly gives you read access for these resources, with write actions available via the appropriate endpoints when enabled.
Authentication is handled with OAuth 2.0 tokens or an API key, depending on your setup. Roam should pass a valid access token with each request to the Contacts API and refresh tokens as needed to maintain access.
Yes. You can automate creation, updates, and status changes for tasks, as well as adding notes, all triggered from Roam events or external signals. Use the endpoints to push data back into the API when needed.
No‑code automation is a core benefit here. You can configure Roam to call standard REST endpoints, map fields, and set triggers without writing code, making rapid implementation possible.
Common mappings include contact fields (id, name, email), task fields (taskId, title, status, dueDate), and note fields (id, content, createdAt). The exact mapping depends on your Roam workspace and use case.
Test the connection by initiating a synthetic run: authorize Roam, call a read endpoint (e.g., GET /contacts/:contactId), verify the response, and then test a simple trigger to ensure data flows correctly.
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