Set up API credentials for the GHL Contacts API, request the contacts.readonly scope, and obtain an access token to start syncing Roofr data.
Create and configure a Roofr app, generate API keys, and securely store credentials to connect Roofr with the GHL 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 – API Endpoint9: 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 created or an existing contact is updated in Roofr.
Actions: fetch the contact and its related tasks, notes, and appointments; map fields; update Roofr records.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: nightly or on-demand batch sync.
Actions: pull /contacts and /contacts/business/:businessId, upsert into Roofr.
GET /contacts/business/:businessId
Key fields: businessId, contactId, lastUpdated
Trigger: manual sync from Roofr.
Actions: request targeted endpoints for a specific contact; update Roofr with latest data.
GET /contacts/:contactId/notes or GET /contacts/:contactId/tasks
Key fields: contactId, lastUpdated
Centralized contact data across Roofr and GHL for a single source of truth.
Automated task and note synchronization reduces manual data entry.
Faster onboarding, better customer insights, and smarter follow-ups.
Key elements include Contacts, Tasks, Notes, and Appointments. Core processes cover authentication, authorization, data mapping, error handling, and monitoring for rate limits.
A person or lead whose data is synchronized between Roofr and GHL.
A to-do item associated with a contact, used to track activities.
A text entry attached to a contact for context and history.
A URL path and HTTP method used to interact with the GHL API.
Pull Roofr contact data into GHL to enrich profiles, improving segmentation and outreach.
Create GHL tasks from Roofr events to ensure timely follow-ups and consistent activity tracking.
Attach Roofr notes to GHL contacts to provide agents with richer context at a glance.
Register the Roofr app, obtain client credentials, and request the contacts.readonly scope to start reading data.
Select endpoints like GET /contacts/:contactId and related resources; define field mappings between Roofr and GHL.
Run test syncs, verify data integrity, and deploy the connection to production.
Answer: Write access is required for endpoints that modify data (such as POST, PUT, DELETE). With the default readonly scope (contacts.readonly), you can fetch data but cannot alter it. If your integration needs to update GHL or Roofr, request elevated scopes and ensure your app is granted the necessary permissions. Always follow least-privilege principles and review your OAuth scopes regularly. If you only intend to read data for reporting or enrichment, the readonly scope is sufficient and safer for production environments.
Answer: Authentication typically uses OAuth 2.0 tokens. Start by creating a Roofr app to obtain client credentials, then request the contacts.readonly scope for initial access. Exchange credentials for an access token and refresh token, and include the access token in API requests. Rotate credentials periodically and securely store tokens to maintain secure access.
Answer: Yes. Map Roofr fields to corresponding GHL fields during setup. Use a mapping layer to align name, email, phone, and related resources like tasks and notes. Regularly review mappings after API updates to ensure data remains accurate and consistent across platforms.
Answer: If a sync fails, check the API response for error codes and messages, review rate limits, and verify credentials. Implement retries with exponential backoff and log failures for debugging. Notify users of any delays and provide a remediation path.
Answer: Yes. There are rate limits and quotas to consider. Plan bulk syncs during off-peak hours when possible, batch requests where supported, and implement backoff strategies on 429 responses. Monitor usage to avoid hitting limits.
Answer: Yes, this integration can be used with Zapier, enabling automated workflows between Roofr and GHL. Create Zaps that trigger on Roofr events and perform read-only or write actions in GHL depending on your granted scopes.
Answer: For more docs, refer to the GHL API reference and Roofr developer guides. Look for authentication, endpoint specifics, and field mappings. If you need tailored guidance, contact support to get a documentation bundle tailored to Roofr.
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Complete Operations Catalog - 126 Actions & Triggers
