Authenticate API requests using a valid GHL API key with the proper scope (contacts.readonly). Ensure your app has permission to read contacts, notes, tasks, and appointments.
Grant Robly access to your GHL workspace via OAuth2 or an API key, then store tokens securely and refresh when needed.
Robly endpoints (Contacts API) include: GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks and GET /contacts/:contactId/tasks/:taskId for tasks, GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id for notes, GET /contacts/:contactId/appointments for appointments, GET /contacts/ to list contacts, GET /contacts/business/:businessId for business-level queries, as well as write/update/delete operations like 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, and POST /contacts/:contactId/tags.
Trigger: When a contact is created or updated in Robly, mirror changes to GHL using GET /contacts/:contactId and related task endpoints.
Actions: mirror contact data to GHL, create or update tasks, and attach notes to keep records aligned.
Method path: REST API calls from Robly to GHL using the Contacts API endpoints; maintain ID mappings for seamless updates.
Key fields: contactId, email, name, phone, and linked taskId for tasks.
Trigger: Robly task or note changes trigger updates in GHL.
Actions: create or update tasks in GHL, attach notes, update statuses.
Method path: Use endpoints 11-16 for tasks and 4-5 for notes; ensure mapping.
Key fields: contactId, taskId, status, dueDate, noteId, noteContent.
Trigger: Batch or scheduled sync of notes and appointments from Robly to GHL.
Actions: fetch notes and appointments from Robly and push to GHL; create corresponding entries in GHL.
Method path: Batch processing using endpoints for notes and appointments and mapping fields accordingly.
Notes: id, content; Appointments: id, startTime, endTime, location; Contact: contactId.
Automate data sync and workflows without writing a line of code.
Obtain real-time or near-real-time data consistency across Robly and GHL.
Easily map fields and automate routing of contacts, tasks, notes, and appointments.
Key terms and processes you’ll encounter when linking Robly to GHL, including endpoints, OAuth, API keys, webhooks, and data mapping.
A specific URL in an API that performs a defined action, such as retrieving a contact or updating a task.
A secure authorization framework that lets apps request access to user data without sharing passwords.
A secret token used to authenticate API requests; keep it confidential.
A callback or push mechanism where the API notifies your app about events in real time.
Set up a live bidirectional sync so updates in Robly flow into GHL immediately and update back when changes occur.
Automatically assign tags based on activity like notes added or tasks completed to improve segmentation and marketing routing.
Use batch endpoints to move large contact lists and ensure data integrity with audit trails.
Obtain a GHL API key for Robly and grant the required scopes (contacts.readonly).
Select endpoints 1-17 and map Robly field names to GHL fields for accurate syncing.
Run test transactions, review logs, fix mapping issues, and go live with monitoring dashboards.
You can usually connect without custom code using the Robly-GHL app connector, which handles authentication and data mapping for common use cases. If you need specific field mappings or custom workflows, you can extend the setup with additional rules. Review the logs in your dashboard for visibility into data sync events. Tip: start with a small test batch to validate mappings before going live.
The integration uses a GHL API key with the required scope (contacts.readonly) or OAuth for Robly access. Store tokens securely and rotate them periodically. If using OAuth, ensure refresh tokens are kept up to date and that there are no permission changes that would break the connection. For security, limit API key permissions to what is strictly necessary and monitor usage via the dashboard.
Common endpoints include GET /contacts/:contactId to fetch a single contact, GET /contacts/ to list contacts, and POST /contacts/ to create. For tasks and notes you’ll use POST /contacts/:contactId/tasks and GET /contacts/:contactId/notes. This page enumerates all 17 endpoints you might need depending on your workflow. Start with read-only access to validate mappings, then expand to write endpoints as you confirm data fidelity.
Yes. You can sync notes and appointments by calling the appropriate endpoints and mapping fields to GHL. Depending on your configuration, notes can be stored as notes in GHL and appointments scheduled accordingly. Remember to handle time zones and date formats consistently to avoid misalignment.
Syncs can be real-time or scheduled at intervals you configure. The app connector supports webhooks and polling to fit your workflow. For critical data, choose near-real-time with retries. Always monitor the sync status via the dashboard and set up alerts for failures.
Field mapping is done in the setup screen where you align Robly fields (name, email, phone, notes, etc.) with GHL fields. Use test data to verify mappings and adjust types (string, date, boolean) as needed. If a field is missing on one side, you can create a custom field in GHL or Robly to keep data consistent.
Errors and logs are available in the integration dashboard. Review error messages, retry failed requests, and use the audit trail to pinpoint where mappings or permissions need adjustment. For persistent issues, export logs or contact support with the request IDs.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
