To securely access the Contacts API from SalesScreen, use your GHL API key and OAuth credentials. Treat tokens like passwords and rotate them regularly.
Authorize requests from SalesScreen to the Contacts API using app credentials or OAuth. Store credentials securely and in a least-privilege scope.
GET /contacts/:contactId — Retrieve a contact by ID GET /contacts/:contactId/tasks — List tasks for a contact GET /contacts/:contactId/tasks/:taskId — Get a specific task GET /contacts/:contactId/notes — List notes for a contact GET /contacts/:contactId/notes/:id — Get a specific note GET /contacts/:contactId/appointments — List appointments for a contact GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts by business POST /contacts/ — Create a 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 task complete DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact
Trigger: when a contact is viewed in SalesScreen or created in the Contacts API.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes to build a complete profile.
Methods: GET /contacts/:contactId
Key fields: id, name, email, phone, last_modified
Trigger: contact updated in SalesScreen.
Actions: PUT /contacts/:contactId to sync name, email, phone, and custom fields; optional PUT /contacts/:contactId/tasks/:taskId to align tasks.
Methods: PUT /contacts/:contactId
Key fields: id, email, phone, status
Trigger: new contact added in SalesScreen.
Actions: POST /contacts/ to create; POST /contacts/:contactId/notes to attach notes; POST /contacts/:contactId/tasks to create starter tasks.
Methods: POST /contacts/
Key fields: external_id, name, email
Automated data sync eliminates manual entry and reduces errors.
A unified activity history across contacts, notes, tasks, and appointments.
Faster onboarding and scalable automation with event-driven updates.
This section covers endpoints, authentication methods, triggers, actions, and how data maps between SalesScreen and the Contacts API to keep records in sync.
A defined URL path and HTTP method used to perform an operation on a resource in the API.
An open standard for token-based authorization that allows apps to access resources without sharing user credentials.
A secret token used to authenticate API requests to the server.
A URL endpoint that the API calls to notify your app of events in real time.
Implement a background job that compares new and existing contacts and merges duplicates automatically during sync.
Create context-specific follow-up tasks when a contact is updated or created to keep teams aligned.
Attach contextual notes as the contact progresses through lifecycle stages to inform teammates.
Obtain your GHL API key and your SalesScreen OAuth credentials from the developer console or admin panel.
Define field mappings between SalesScreen and Contacts API and confirm endpoint permissions.
Run sandbox tests, validate data flows, and enable production syncing with monitoring.
Answer: The Contacts API lets you read and write contact data from SalesScreen, enabling live sync of contact details, tasks, notes and appointments. With no-code automation in many scenarios, you can set up basic flows quickly. When custom fields are involved, mapping ensures fields align and actions trigger correctly. Tip: Start with read-only tests to understand data shapes before enabling write operations.
Answer: You can achieve many common tasks without code using the built-in connectors and mapping interface. For advanced logic, small scripts may help, but most setups can be completed using pure REST actions and field mappings. Pro tip: Use sandbox mode to validate all steps before going live.
Answer: The most commonly used endpoints are GET /contacts/:contactId to pull data, GET /contacts/:contactId/tasks to fetch tasks, and PUT /contacts/:contactId to push updates. Creating new contacts uses POST /contacts/ and notes use POST /contacts/:contactId/notes. Always verify rate limits and error codes in the API docs.
Answer: Secure keys by keeping them in a secret manager, rotate credentials every 90 days, and use least-privilege scopes. Use OAuth tokens with short lifetimes and implement renewals automatically. Also enable IP allowlists and monitor for unusual activity via your auth provider.
Answer: Yes. You can create notes and tasks directly from the API when creating or updating contacts. POST /contacts/:contactId/notes and POST /contacts/:contactId/tasks allow you to attach context for teammates. Combine with event triggers to automate follow-ups.
Answer: Implement retry logic with exponential backoff, check for 429 rate limit errors, and log failed requests. Use idempotent operations where possible (POST with idempotency keys) and monitor retries to avoid duplicate records. Set up alerting for persistent failures.
Answer: The endpoint specifics, data field mappings, and example payloads are in the API reference. Start with a mapping document that aligns SalesScreen fields to Contacts API fields and reference the endpoint list when designing flows. If you need help, reach out to support or consult the developer docs for examples.
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Complete Operations Catalog - 126 Actions & Triggers
