Use OAuth 2.0 and the scope provided (readonly: contacts.readonly) to authorize Ruly to read Contacts data from your account securely.
Grant Ruly access to your Contacts data by completing the OAuth flow or API key setup, selecting the appropriate permissions for your workflow.
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: when a contact is created or updated in Ruly, sync the core contact record in Contacts API and pull related data.
Actions: retrieve contact details; create/update contact; fetch and sync related tasks, notes, and appointments.
Method/Path: GET /contacts/:contactId to read, POST /contacts/ to create, PUT /contacts/:contactId to update.
Key fields: contactId, email, fullName
Trigger: updates to tasks in either system are mirrored to the other platform.
Method/Path: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: notes created or updated in Contacts API trigger updates in Ruly and vice versa.
Actions: create/fetch/update notes; manage tags for notes.
Method/Path: GET /contacts/:contactId/notes; POST /contacts/:contactId/notes; PUT /contacts/:contactId/notes/:id; GET /contacts/:contactId/notes/:id
Key fields: noteId, contactId, content
Automate recurring data sync without writing code.
Speed up onboarding and reduce manual data entry with ready-to-use actions.
Maintain data consistency across Contacts, tasks, notes, and appointments in one place.
Key terms, endpoints, and data flows explained to help you set up the integration efficiently.
The process of proving identity to obtain access tokens (OAuth 2.0, API keys) for secure API calls.
A specific URL path used to access a resource in the API.
A record representing a person in the Contacts API with fields like name, email, and phone.
A callback URL the API uses to notify your app about events in real time.
Automatically score new contacts and route them to the right team in Ruly based on profile data.
Create and schedule tasks from contact events to streamline workflows.
Capture notes from communications and auto-tag for quick retrieval.
Obtain OAuth credentials or API keys for Contacts API and register your app in Ruly.
Set the scopes (e.g., contacts.readonly) and any write permissions needed for your use cases.
Test in a sandbox, validate dataflow, then move to production with monitoring.
The Contacts API is a RESTful interface that lets Ruly access your contact data. This guide shows how to authenticate and start reading contact details, tasks, notes, and more. By using the proper scopes, you control what Ruly can see. Paragraph 2: You can test calls in a safe sandbox and monitor responses to ensure data integrity before enabling production access.
Supported authentication includes OAuth 2.0 and API keys. Use OAuth for user-consented access and API keys for server-to-server scenarios.
Typical workflows involve endpoints for reading contacts, tasks, and notes. Start with GET /contacts/:contactId and expand to related resources as needed. Use POST and PUT for creating and updating records.
Yes. Depending on your scope, Ruly can read and write. Start with readonly to explore, then request additional permissions for write operations.
Plan for rate limits and implement retry logic. Most plans allow bursts with backoff strategies to keep calls efficient.
Webhooks can provide real-time updates. If supported, configure the callback URL in Ruly to receive events from Contacts API.
Test using a sandbox workspace, verify data flows, and gradually promote to production with monitoring dashboards.
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Complete Operations Catalog - 126 Actions & Triggers
