Access to the Contacts API requires valid credentials. Use your GHL API key and OAuth token as defined in your GHL developer settings, and pass them with each request in the Authorization header.
Roam Research will authorize the connection to the GHL integration during setup, granting read/write permissions to the linked Roam pages and blocks.
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; contacts.write; 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 GHL, refresh the corresponding Roam page with the latest contact details. If Roam notes are edited, propagate key changes back to GHL where supported.
Actions: create/update Roam page blocks for contact fields, attach recent notes, and link related tasks; push changes back to GHL when edits occur.
GET /contacts/:contactId
id, name, email, phone, company, tags
Trigger: a new or updated task in GHL for a contact should create or update a corresponding Roam task item.
Actions: generate Roam task blocks with due dates and statuses; update task progress in Roam and reflect back when possible.
POST /contacts/:contactId/tasks
title, dueDate, status, priority, relatedContactId
Trigger: notes added or updated in a GHL contact should appear in Roam as a linked note addition or update.
GET /contacts/:contactId/notes
noteId, content, timestamp
Automate repetitive data entry without writing custom code, using configurable triggers and actions.
Contextualize contact data in Roam with dynamic notes, tasks, and timelines pulled from GHL.
Accelerate onboarding with templates and pre-mapped fields that require minimal setup.
This section covers API endpoints, authentication, data mapping, triggers, and actions, plus the processes for setup, testing, and deployment.
A defined URL path that exposes a specific function of an API, used to request data or perform actions.
Methods to prove identity and authorize access, typically via API keys or OAuth tokens.
A real-time notification that an event has occurred, used to trigger automations.
The process of aligning data fields between systems so information flows correctly.
Automatically pull key contact details, recent tasks, and notes into a Roam page to create a living, searchable contact profile.
When a new contact is added in GHL, generate a Roam page template with pre-filled fields for rapid onboarding and context capture.
Build Roam dashboards that reference related contacts, tasks, and notes to provide a holistic view of relationships and activity.
Create or retrieve your GHL API credentials, enable the Contacts API scope, and set up your Roam connector with the required endpoints.
Configure the connector to authorize Roam Research, supply the API base URL, and map fields between GHL and Roam.
Map contact, task, and note fields to Roam properties, run tests, and validate the data flow before going live.
You can connect core data like contacts, notes, tasks, and appointments from GHL to Roam Research. This enables Roam pages to reflect the most up-to-date information about each contact, including activity history and upcoming tasks. You can also surface related data links to build context across records. In short, expect a unified, actionable profile for every contact within Roam. The setup emphasizes mapping key fields and triggers so your Roam workspace remains a living reflection of your GHL data.
No heavy coding is required. The connector uses pre-built actions, triggers, and field mappings that you configure through a user-friendly interface. If you do have some coding experience, you can customize field mappings and add advanced filters, but it is not mandatory to get started. Start with a basic read-only view and gradually enable write capabilities as you gain confidence.
The most important endpoints depend on your goals, but typically you’ll use GET /contacts/:contactId to fetch core data, GET /contacts/:contactId/tasks for associated tasks, GET /contacts/:contactId/notes for notes, and POST /contacts/ to create new contacts. For activity linkage, include PUT and DELETE variants to synchronize updates and removals. This combination covers profile data, tasks, and notes in Roam.
Real-time syncing is achievable via webhooks. When a GHL event occurs (like a task update or a new note), a webhook can trigger an automation in Roam. You’ll configure a listener in Roam that responds to these events, ensuring Roam reflects the latest state with minimal delay. Depending on your plan, there may be slight latency, but the flow remains near real-time.
Yes. You can create new contacts from Roam if your connector is configured with write permissions. Map Roam fields to the required GHL fields and use the POST /contacts/ endpoint to create the record in GHL. After creation, the connector can pull back the ID and populate Roam with a linked profile and related notes and tasks.
Begin with a sandbox or staging environment to test each trigger and action. Validate field mappings, test both read and write paths, and monitor logs for errors. Use sample data to confirm that changes in GHL propagate to Roam and vice versa, then gradually move to production once you’re confident in the data integrity.
API credentials are managed in your GHL developer console. Rotate tokens regularly and update the connector configuration when keys change. Store credentials securely and limit access to authorized users. If rotation is required, regenerate keys in GHL, update the app connector, and re-test all flows to ensure continued synchronization.
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Complete Operations Catalog - 126 Actions & Triggers
