How to Connect Salescaptain to Contacts API

Integrate Contacts API with Salescaptain to sync contacts, tasks, notes, and appointments for seamless automation.

How to connect Contacts API with Salescaptain

This guide walks you through authenticating, configuring endpoints, and building reliable automations between the Contacts API and Salescaptain using your GHL API credentials and the Zapier App Connector.

Authenticate the Contacts API (GHL)

Use your GHL API credentials to securely access endpoints like reading and writing contacts, tasks, notes, and appointments.

Authenticate Salescaptain connection

Connect Salescaptain to GHL by configuring OAuth keys and API credentials in the App Connector settings, enabling secure data flow between both systems.

Contacts API Endpoints

GET /contacts/:contactId — Retrieve a single contact GET /contacts/:contactId/tasks — Retrieve tasks for a contact GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task GET /contacts/:contactId/notes — Retrieve notes for a contact GET /contacts/:contactId/notes/:id — Retrieve a specific note GET /contacts/:contactId/appointments — Retrieve appointments for a contact GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts for a business contacts.write — Create or modify contact permissions POST /contacts/ — Create a new contact PUT /contacts/:contactId — Update a contact DELETE /contacts/:contactId — Delete a contact POST /contacts/:contactId/tasks — Create a task for a contact PUT /contacts/:contactId/tasks/:taskId — Update a task PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact

Top 3 integration patterns for Contacts API + Salescaptain

1) Real-time sync: update a contact on edit

Trigger: a contact is updated in Salescaptain, or a related field changes, which prompts a fetch from the Contacts API.

Actions: upsert the contact in Contacts API, pull related tasks and notes, and refresh tags.

GET /contacts/:contactId

Key fields: contactId, email, and status

Top 3 integration patterns for Contacts API + Salescaptain

2) Create from Salescaptain to Contacts API

Trigger: new contact created in Salescaptain.

Actions: POST /contacts/ to create in Contacts API; return new contactId for downstream steps.

POST /contacts/

Key fields: email, firstName, lastName

Top 3 integration patterns for Contacts API + Salescaptain

3) Task tracking and completion

Trigger: a task is created or updated for a contact in Salescaptain.

Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId/completed.

POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId/completed

Key fields: contactId, taskId, status

No-code benefits of connecting Salescaptain with Contacts API

No‑code setup with drag‑and‑drop builders lets you map fields and automate data flows without writing code.

Visual triggers and actions enable rapid rollout across teams.

Error handling and retries keep data in sync even when APIs experience temporary issues.

Key terms and glossary

This glossary defines API, endpoint, trigger, action, and workflow concepts used to connect Salescaptain with the Contacts API.

API

Application programming interface that enables data exchange between systems. In this guide, API refers to the GHL Contacts API you use to read and write contact data.

Trigger

An event in one system that starts an automation in another, such as a contact update prompting a sync.

Endpoint

A specific URL that represents an action or data fetch in the API.

Workflow

A sequence of steps that connect triggers and actions across apps to achieve a business outcome.

People also Search for:

3 Creative ideas to maximize Salescaptain + Contacts API

Automated contact onboarding

Trigger: when a new contact is added in Salescaptain, automatically create the contact in Contacts API and enroll them in an onboarding task.

Task-driven follow-ups

Link updates to tasks to ensure timely follow-ups between systems.

Notes-backed context in Salescaptain

Sync notes from Contacts API into Salescaptain to enrich client context and meeting prep.

3 steps to connect Salescaptain with Contacts API

Step 1: Authenticate and authorize

Obtain GHL API credentials and set up app credentials in Salescaptain to establish a trusted connection.

Step 2: Map data fields

Define mappings between Contacts API fields and Salescaptain fields (email, name, phone, notes).

Step 3: Build and test automations

Create test runs, verify triggers and actions, and enable error handling.

Frequently Asked Questions

What is the Contacts API and what can I do with it?

Short answer: The Contacts API provides read and write access to contact data, tasks, notes, and appointments. It powers automated sync and data-driven workflows between Salescaptain and your GHL setup. In practice, you’ll use endpoints like GET /contacts/:contactId to read data and POST /contacts/ to create new records, all without leaving your automation builder.

No deep coding is required if you’re using a no-code integration platform. Setup involves authenticating both systems, mapping fields, and selecting triggers and actions. If you need specialized logic, lightweight scripting can be added, but most common flows are achievable with built-in actions.

Common endpoints for core sync include reading contacts (GET /contacts/:contactId), creating (POST /contacts/), updating (PUT /contacts/:contactId), and task and note operations. Filter by business or attributes is supported via query parameters in the API or in the integration mapping.

Yes. You can filter by businessId or contact attributes when fetching lists, and you can apply field-level constraints during mapping. Use search parameters and tag-based filtering to refine data flows.

Pagination is handled via standard page size and next page tokens. Respect rate limits by batching requests and using retries with backoff.

Real-time triggers are possible with webhooks or polling depending on the platform. The integration can push updates when data changes or pull on a schedule.

API credentials are created in your GHL developer account and added to the Salescaptain app. Look for Client ID, Client Secret, and redirect URLs in the app settings.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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