The Contacts API uses OAuth 2.0 with the scope set to read-only by default (contacts.readonly). Request additional scopes as needed to read and write contact data securely.
APPNAME handles authentication by securely storing access tokens and refreshing them as needed, using OAuth 2.0 flows or API keys depending on your configuration.
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: A new contact is added or an existing contact is updated in APPNAME.
Actions: Create or update the contact in the Contacts API, then generate a starter task (POST /contacts/ and POST /contacts/:contactId/tasks) and attach a note if needed.
Key methods: GET /contacts/:contactId to fetch, POST /contacts/ to create, PUT /contacts/:contactId to update.
name, email, phone, tags, customFields
Trigger: A task is created or updated in APPNAME.
Actions: Create or update tasks in the Contacts API (POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId), and mark completed when finished.
Endpoints: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId.
taskId, title, dueDate, status, priority
Trigger: A note is added/updated or an appointment is created in APPNAME.
Actions: Create notes (POST /contacts/:contactId/notes), update notes (PUT /contacts/:contactId/notes/:id), and schedule or fetch appointments (POST /contacts/:contactId/appointments).
Endpoints: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, GET /contacts/:contactId/appointments, POST /contacts/:contactId/appointments.
notesId, content, author, relatedContactId
Fast setup with drag-and-drop workflow builders—no custom code required.
Automations run in the background, delivering consistent data sync without manual steps.
Centralized data across APPNAME and the Contacts API improves visibility and decision-making.
Understand core concepts and how they relate: Contacts, Tasks, Notes, Appointments, and Tags, plus the data flow and mapping between APPNAME and the Contacts API.
A person in your database with identifying fields like name, email, and phone.
A to-do item assigned to a contact to track activities and deadlines.
A text entry linked to a contact that provides context or details.
A scheduled meeting or call linked to a contact.
Automatically tag new contacts on creation and assign a starter task to surface next steps.
Turn important notes into actionable tasks with due dates and reminders for timely follow-ups.
Schedule follow-ups automatically after appointments to keep conversations moving forward.
Obtain OAuth 2.0 tokens and set the required scopes for read/write access to contacts data.
Map APPNAME fields to Contacts API fields and configure webhooks for real-time updates.
Run end-to-end tests, monitor data flow, and go live once you confirm accuracy.
Answer: The Contacts API uses OAuth 2.0 tokens. You’ll request scopes such as contacts.readonly for reading data and extend to contacts.write for updates. Tokens should be stored securely and refreshed before expiry. Use standard OAuth flows to obtain user consent and secure access.
Answer: To read contact data, use GET /contacts/:contactId or GET /contacts/. To update or create data, you’ll use POST /contacts/ and PUT /contacts/:contactId, as well as endpoints for tasks, notes, and appointments.
Answer: Yes. You can create and update tasks (POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId) and notes (POST /contacts/:contactId/notes, PUT /contacts/:contactId/notes/:id). This enables full workflow automation without code.
Answer: Use sandbox/test environments provided by the API platform, run end-to-end tests, and validate data after each operation. Monitor logs for any errors and verify data mappings.
Answer: Rate limits vary by plan and endpoint. Plan for retries, implement exponential backoff, and cache frequently accessed data to reduce calls.
Answer: No-code builders can enable most flows, but some advanced mappings or custom validations may require minimal code or post-processing steps.
Answer: Sample requests are available in the developer docs. Follow the endpoint list, refer to field mappings in your APPNAME, and use test data to verify behavior.
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Complete Operations Catalog - 126 Actions & Triggers
