Use OAuth 2.0 to obtain access tokens for the GHL Contacts API. Include your client credentials in a secure header to authorize requests to the API.
Sage Intacct uses its own integration credentials and OAuth flow. Configure your app credentials and scopes to allow access to contacts data from GHL.
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 Sage Intacct to create or update a corresponding contact in GHL.
Actions include creating and updating the contact, attaching tasks, notes, and tags in GHL.
Common methods and paths used: GET, POST, PUT, DELETE with paths such as /contacts/:contactId and /contacts/:contactId/tasks/:taskId.
Key fields include contactId, businessId, taskId, notesId, and tagId.
Trigger when Sage Intacct data changes to apply or remove tags in GHL and to generate reports.
Actions include applying tags, creating tasks, and updating notes when records change.
Typical methods include POST /contacts, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, and PUT /contacts/:contactId/tasks/:taskId.
Key fields: contactId, tagId, businessId.
Trigger when tasks are updated or notes added to keep Sage Intacct records synchronized.
Paths include PUT /contacts/:contactId/tasks/:taskId/completed and DELETE /contacts/:contactId/tasks/:taskId.
Key fields: contactId, taskId, notesId.
Build powerful automations with no code using visual triggers and actions in GHL.
Speed setup and simplify maintenance compared with custom development.
Reuse templates and workflows to deploy integrations quickly across teams.
This glossary defines API, endpoints, authentication, webhooks, triggers, and data mapping concepts used in this Sage Intacct integration with GHL.
Application Programming Interface: a set of rules that lets software communicate with the GHL Contacts API.
A specific URL path exposed by an API to perform a function, such as /contacts/:contactId.
Process of proving identity and obtaining access tokens to use the API.
A callback mechanism where the API sends real-time notifications to a configured URL.
Automatically create a corresponding GHL contact when Sage Intacct publishes a new customer.
Map Sage Intacct task changes to GHL tasks and reflect status changes in GHL.
Tag contacts in GHL automatically based on Sage Intacct account types or statuses.
Gather client_id, client_secret, and define OAuth scopes; configure access to contacts data.
Map Sage Intacct events to GHL triggers and set up endpoint listeners for contacts, tasks, notes, and tags.
Create workflows in GHL that call the Contacts API endpoints and validate data flow with Sage Intacct.
The Contacts API provides programmatic access to Sage Intacct data through GHL, enabling you to read contacts, their tasks, notes, and appointments from one place. Use the API to build reliable automation that keeps contact records in sync between Sage Intacct and GHL without manual data entry. For best results, implement proper authentication and validate data mappings before launching automations.
No heavy coding is required thanks to the no-code automation features in GHL. You can create triggers, actions, and workflows using visual builders. For advanced custom logic, light scripting or a middleware layer can be used, but it is optional for most integrations.
You can sync core contact fields, tasks, notes, appointments, and tags between Sage Intacct and GHL. Start with contacts and related tasks, then extend to notes and appointments as needed.
API requests are authenticated with OAuth 2.0 tokens. Keep tokens secure, rotate them regularly, and apply scope restrictions to limit access to only the data you need for the integration.
Rate limits depend on your GHL plan and API usage. Plan for bursts gracefully, implement retries with exponential backoff, and monitor usage in the dashboard.
Yes. You can use Zapier as a bridge between Sage Intacct, GHL, and other apps. Zapier can trigger GHL workflows from Sage Intacct events and push updates back to the CRM and task systems.
If you run into issues, check logs in GHL and Sage Intacct for error messages and verify that your OAuth tokens have the correct scopes. Ensure the endpoints are accessible from your network and that permissions align with your data mapping. Common problems include mismatched field mappings, authentication failures, and rate limit errors. Re-run the connection check, validate the data schema, and consider implementing retries and status checks in your workflows.
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Complete Operations Catalog - 126 Actions & Triggers
