Authenticate requests using OAuth 2.0 with the scope ‘contacts.readonly’. Keep credentials secure and rotate tokens regularly.
To connect Rota-fit Connect to the API, obtain client credentials, configure redirect URIs, and store tokens securely. Use the recommended grant type for your integration flow.
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 example: fetch a contact’s data when a new contact is created in Rota-fit Connect.
Actions: GET /contacts/:contactId and GET /contacts/:contactId/tasks to pull current data.
GET /contacts/:contactId
Key fields: contactId, tasks[].id, tasks[].status
Trigger: when a task is completed in Rota-fit Connect.
Actions: PUT /contacts/:contactId/tasks/:taskId/completed to mark finished.
PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, completed
Trigger: when a new task needs to be created for a contact.
Actions: POST /contacts/:contactId/tasks
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, taskDetails
Build integrations in minutes with no custom code.
Automate data flows between contacts, tasks, notes, and appointments.
Scale workflows with ready-to-use endpoints and triggers.
Understand core elements and processes used in the integration, including endpoints, triggers, and data mappings.
A contact is a person or company stored in your CRM with associated records (tasks, notes, appointments).
A task is an action item linked to a contact, used to track work within Rota-fit Connect.
Notes are free-form notes attached to a contact to capture details.
An appointment is a scheduled meeting or call associated with a contact.
Automatically create a contact in the Contacts API when a new account signs up in Rota-fit Connect.
Create tasks when milestones occur to trigger follow-ups.
Sync notes and activities from the Contacts API into the Rota-fit Connect timeline.
Register your app and obtain client ID, client secret, and redirect URI.
Enter the endpoint paths, set scope to contacts.readonly, and test authentication.
Run test requests, verify data flows, and enable automation in production.
Authentication is performed using OAuth 2.0 with the appropriate scope (typically ‘contacts.readonly’ for read access). Always use secure storage for tokens and rotate credentials on a regular schedule. If your app needs write access, ensure the correct scope (e.g., ‘contacts.write’) is configured and approved.
Key endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, as well as create/update endpoints like POST /contacts/ and POST /contacts/:contactId/tasks. These allow you to read and manage contacts, tasks, notes, and appointments.
No heavy coding is required if you use a no-code connector (like Zapier) to set up triggers and actions. For complex data mappings or custom logic, small scripts can be added, but many use cases are achievable with configuration alone.
Scopes determine access level: use ‘contacts.readonly’ for read-only operations and ‘contacts.write’ when you need to create or update data. Follow the principle of least privilege and request only the scopes you truly need.
Test connections in a sandbox or test environment first. Validate authentication, endpoints, and data mappings, then run end-to-end checks to ensure data flows as expected.
Common issues include authentication errors, incorrect endpoints, or missing scopes. Verify base URLs, headers, and that your access token is valid. Implement exponential backoff for retries and monitor API usage.
Yes. Implement retries with backoff, log failures, and monitor error codes. Many integrations succeed by retrying transient errors and alerting on persistent failures.
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Complete Operations Catalog - 126 Actions & Triggers
