Requests to the Contacts API use OAuth 2.0 with the scope defined by your app. For read-only access, use contacts.readonly; for write operations, request contacts.write. Never expose tokens in client side code.
Ruby authenticates to GHL using OAuth 2.0 client credentials or authorization code flow. Store tokens securely and rotate them regularly.
Key endpoints include GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; GET /contacts/; GET /contacts/business/:businessId; 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 a contact is created or updated in GHL to pull its data into Ruby.
Actions include pulling a contact and its tasks using endpoints 1 and 2 to populate Ruby records.
Methods: GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId
Trigger: New or updated contact in GHL should create or update in Ruby.
Actions: POST /contacts/ to create; PUT /contacts/:contactId to update
Methods: POST /contacts/; PUT /contacts/:contactId
Key fields: contactId, businessId
Trigger: When tasks are created, updated, or completed for a contact in GHL
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Methods: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId
Build powerful automations without writing server side code—use REST endpoints and webhooks to move data between GHL and Ruby.
Quick onboarding: leverage prebuilt actions and triggers to connect data models with minimal setup.
Scale across contacts, tasks, notes, and appointments with consistent data mapping.
Key elements include Contacts, Tasks, Notes, Appointments, and the relationships between them within GHL and Ruby.
A person in your CRM with a unique contactId used to organize data and associate tasks notes and appointments.
An action item linked to a contact, with status due date and assignee where applicable.
A free form text entry attached to a contact for history context or notes.
A scheduled meeting or call linked to a contact often tied to tasks or notes.
When a new contact is added in GHL, Ruby can create a matching record and begin tracking tasks automatically.
Keep GHL and Ruby in sync by mirroring changes to contacts and related tasks in both systems.
Trigger updates in Ruby when tasks move to completed in GHL or notes are added.
Obtain client credentials and set the required scope such as contacts.readonly.
Map GHL contact fields to Ruby fields for seamless syncing of contacts tasks and notes.
Run tests and set up logging and alerts before going live in Ruby.
The primary scopes are: contacts.readonly for read access and contacts.write for create update and delete operations. Your app may request additional scopes as needed. Always request the minimal scope required by your use case. Use token rotation and secure storage for tokens.
Authentication is performed via OAuth 2.0. Implement the authorization code flow for user based access or client credentials for server to server. Include the access token in the Authorization header as a Bearer token for each API call.
Common endpoints for syncing include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/ and PUT /contacts/:contactId. Use endpoints that match your data model and handle nested resources like tasks and notes.
Yes. POST /contacts/ creates a new contact and PUT /contacts/:contactId updates. To delete, use DELETE /contacts/:contactId. Always implement idempotent operations and confirm before destructive actions.
Implement exponential backoff and retries on 5xx responses, and respect rate limits. Log failures with context and implement alerting so you can respond quickly.
GHL’s API enforces rate limits per app and per endpoint. Plan for bursts by staggering requests. Batch requests where possible and cache responses when safe.
Webhooks are supported for real-time updates when configured in GHL and routed to your Ruby app. If webhooks are not available, poll endpoints on a schedule and reconcile differences.
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Complete Operations Catalog - 126 Actions & Triggers
