Rosie authenticates to the Contacts API using OAuth 2.0 and a scoped access token. The required scope is contacts.readonly for viewing data, with additional scopes enabled as needed for writes.
To grant Rosie access, register the app in your GHL developer console, obtain a Client ID and Secret, and implement the OAuth flow to receive an access token.
Rosie can access the following endpoints to work with Contacts data: GET /contacts/:contactId to read a contact, GET /contacts/:contactId/tasks and GET /contacts/:contactId/tasks/:taskId to manage tasks, GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id for notes, GET /contacts/:contactId/appointments, GET /contacts/ to list contacts, GET /contacts/business/:businessId, and write 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, POST /contacts/:contactId/tags
Trigger: when Rosie opens a contact, fetch the contact details and related tasks.
Actions: call GET /contacts/:contactId and GET /contacts/:contactId/tasks to pull data into Rosie.
Method path: GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId, name, email, taskId, taskName
Trigger: need context notes for a contact
Actions: GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id
Method path: GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id
Fields: noteId, content, date, author
Trigger: tagging a contact based on Rosie events
Actions: POST /contacts/:contactId/tags
Method path: POST /contacts/:contactId/tags
Fields: contactId, tags
No-code setup lets Rosie read contacts and related data without writing code.
Automatic data syncing reduces manual data entry and keeps records up to date.
Scales easily as you add endpoints or users.
Key elements include endpoints, authentication, data fields, and responses. Core processes cover authorization, requests, responses, and error handling.
An API is a set of endpoints Rosie uses to interact with your Contacts data.
OAuth 2.0 is the authorization framework Rosie uses to obtain access tokens securely.
An Endpoint is a specific URL that Rosie can call to perform a task.
Scope defines the permissions Rosie requests on your data.
Automatically create or update a contact in the Contacts API when Rosie receives a new lead.
When a task is created in Rosie, update the corresponding entry in Contacts.
Automatically apply tags to contacts based on Rosie events.
Obtain client credentials (Client ID and Secret) and set your redirect URL.
Request scope: contacts.readonly and any endpoints you need.
Use the access token in API requests and handle responses and errors.
To connect Rosie, you need a GHL developer app and an OAuth flow to obtain an access token with the required scope. Start by registering Rosie in the GHL developer console to get the Client ID and Client Secret, then configure your redirect URI and authorize Rosie to access the Contacts API.
The primary scope for read access is contacts.readonly. If Rosie needs to modify data, request additional scopes such as contacts.write or specific write endpoints, and ensure your app users grant those permissions.
Store tokens securely on your server, rotate them as needed, and never expose secrets in client code. Use token refresh flows and secure storage to protect access.
API endpoints have rate limits and quotas. Design calls with caching and backoff logic, and batch requests when possible to stay within limits.
End points such as GET /contacts/:contactId, GET /contacts/:contactId/notes, and POST /contacts/:contactId/tags are commonly used for syncing Rosie data with your CRM.
Yes. You can manage tags for contacts via POST /contacts/:contactId/tags. This enables dynamic tagging based on Rosie events or user actions.
Consult the official GHL API documentation and your developer console for endpoint details, authorization flows, and example requests.
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