To access the Contacts API from SafetyCulture you will use API credentials with the required scope contacts.readonly to securely read contact data and related items.
Control who can view and modify contact data in SafetyCulture via the integration and ensure tokens or keys are stored securely.
1) GET /contacts/:contactId — Retrieve a specific contact; 2) GET /contacts/:contactId/tasks — List tasks for a contact; 3) GET /contacts/:contactId/tasks/:taskId — Get a specific task; 4) GET /contacts/:contactId/notes — List notes for a contact; 5) GET /contacts/:contactId/notes/:id — Get a specific note; 6) GET /contacts/:contactId/appointments — List appointments; 7) GET /contacts/ — List contacts; 8) GET /contacts/business/:businessId — List contacts by business; 9) contacts.write — Write access permission; 10) POST /contacts/ — Create a contact; 11) PUT /contacts/:contactId — Update a contact; 12) DELETE /contacts/:contactId — Delete a contact; 13) POST /contacts/:contactId/tasks — Create a task; 14) PUT /contacts/:contactId/tasks/:taskId — Update a task; 15) PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task completed; 16) DELETE /contacts/:contactId/tasks/:taskId — Delete a task; 17) POST /contacts/:contactId/tags — Add tags to a contact
Trigger: SafetyCulture creates or updates a contact, syncing changes to Contacts API in real time.
Actions: Create or update the corresponding contact in Contacts API; reflect changes back when updated.
Use GET /contacts/:contactId to fetch and PUT /contacts/:contactId to update a contact.
Key fields: id, name, email, phone, status
Trigger: A new contact is added, prompting creation of onboarding tasks in SafetyCulture via Contacts API.
Actions: Create tasks in SafetyCulture aligned with contact onboarding steps; update task status as progress occurs.
POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId for updates.
Fields: taskId, contactId, title, status, dueDate
Trigger: A note is added for a contact in SafetyCulture, syncing to the Notes in Contacts API.
Actions: Create or append notes in Contacts API and link back to the contact in SafetyCulture.
GET /contacts/:contactId/notes and POST /contacts/:contactId/notes
Fields: id, contactId, content, date
Fast setup with drag and drop workflows in your automation platform.
Real-time data cohesion between SafetyCulture and Contacts API reduces manual data entry.
Lower risk of errors with automated data mapping and validation.
This glossary defines terms you will see when connecting SafetyCulture with the Contacts API and explains how triggers, actions, and endpoints relate.
GHL refers to the platform powering your automations and data flows between SafetyCulture and the Contacts API.
An endpoint is a specific URL and HTTP method used to perform an operation in the API.
An event in SafetyCulture or the API that starts an automation workflow.
An operation executed as a result of a trigger, such as creating or updating a record.
Automatically verify contact emails and phone numbers when records are created or updated in SafetyCulture via the Contacts API.
Create onboarding tasks in SafetyCulture when a new contact is added to ensure a smooth start for new clients.
Sync notes from SafetyCulture into the contact history in GHL to provide quick context for support staff.
Get a Contacts API key and ensure you have SafetyCulture access tokens with the required scope.
Map fields like contactId, name, email, and tasks between SafetyCulture and Contacts API.
Run tests, verify data flow, and enable automation in production.
You will typically use an API key or OAuth token with the scope contacts.readonly to access contact data. Keep credentials secure, rotate them regularly, and restrict access to trusted apps like SafetyCulture. Ensure the integration only requests the permissions needed for read access. If you need write capabilities, request the appropriate scope and apply strict auditing.
For contacts and related work items, prioritize endpoints 1 through 6 to fetch a contact, its tasks, notes, and appointments. To create or update data, leverage endpoints 10 through 16. Use endpoint 7 to list all contacts when needed for bulk syncs or lookup. Map fields consistently to maintain data integrity.
Secure your API keys using vaults and rotate them periodically. Use TLS for all transmissions and apply IP whitelisting where possible. Respect API rate limits by implementing exponential backoff and caching where feasible to prevent bursts that could throttle the integration.
Yes. You can set up automated notes syncing so that new or updated notes in SafetyCulture appear in the corresponding contact in Contacts API. This ensures a complete activity history is available in one place for support and sales teams.
You can use no-code tools to connect SafetyCulture with the Contacts API, but a code-based approach offers deeper customization. Start with no-code triggers and actions, then add custom scripts if you need complex field mappings or conditional logic.
If a contact has multiple tasks or notes, the integration should create or update all related items without overwriting existing data. Use unique identifiers to reconcile updates and maintain a complete history for each contact.
Endpoint details and field mappings are listed in the Endpoints section of this guide. You can also reference your API documentation for field names and data types, and adjust mappings as your data model evolves.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
