Authenticate requests to the Contacts API using your GHL API credentials to securely access contact data, tasks, notes, and appointments from SavvyCal.
SavvyCal authenticates via OAuth 2.0 and API keys to authorize calls to the Contacts API. Store credentials securely and rotate keys regularly.
Key endpoints include GET /contacts/:contactId, GET /contacts/, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, DELETE /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/appointments, GET /contacts/business/:businessId, PUT /contacts/:contactId/tasks/:taskId/completed, and POST /contacts/:contactId/tags.
Trigger: A new or updated SavvyCal lead creates or updates a contact in the Contacts API.
Actions: Use POST /contacts/ to create, PUT /contacts/:contactId to update, and map core fields such as name, email, phone, and tags to the GHL contact record.
POST /contacts/, PUT /contacts/:contactId, GET /contacts/:contactId
Key fields: contactId, name, email, phone, tags
Trigger: When a task or note is created in SavvyCal, create or attach it to the corresponding contact via /contacts/:contactId/tasks and /contacts/:contactId/notes.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/notes, and retrieve as needed.
POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/notes, GET /contacts/:contactId/notes
Key fields: taskId, noteId, contactId, title, status
Trigger: SavvyCal events fire webhooks that trigger actions in the Contacts API.
Actions: Use endpoints to create, update, or fetch data for contacts, tasks, and notes; ensure mapping rules are in place.
GET /contacts/:contactId, POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes
Key fields: contactId, event type, payload
Automate data flow between SavvyCal and the Contacts API without writing code.
Keep contact records in sync across tools for a single source of truth.
Reduce manual data entry with automated task and note updates.
This section defines endpoints, authentication, triggers, actions, and data mapping that power the SavvyCal to Contacts API integration.
A person record in the Contacts API containing essential details such as name, email, and phone.
A task item linked to a contact, with status and due date.
A text note attached to a contact for contextual information.
Calendar events connected to a contact in SavvyCal.
Capture new SavvyCal leads into the Contacts API with minimal input, ensuring no lead falls through the cracks.
Attach meeting notes from SavvyCal to the corresponding contact in the API to maintain context and history.
Keep task lists aligned so teams see up-to-date work across both platforms.
Obtain your API key from the GHL developer portal and configure it in SavvyCal.
Grant the necessary scopes, including contacts.readonly, to allow SavvyCal access.
Run a test sync to verify data mapping and connectivity.
Authentication is handled via GHL API credentials and OAuth 2.0 tokens. Protect your keys and rotate them regularly. If a token expires, refresh it using the standard OAuth flow to restore access without downtime. Keep credentials out of version control and use secure secrets management.
For basic sync, focus on core endpoints: GET /contacts to retrieve contacts, POST /contacts/ to create, PUT /contacts/:contactId to update, and DELETE /contacts/:contactId to remove. You’ll also want GET /contacts/:contactId/tasks and POST /contacts/:contactId/tasks to handle related tasks, plus notes endpoints for context.
Mapping is field-to-field: map name to name, email to email, phone to phone, and any custom tags. Use data mapping rules in your Zap or integration flow to ensure consistent data types and formats. If a field is missing, default to a safe placeholder like ‘Unknown’ and log the mapping for later correction.
Rate limits vary by plan and endpoint; plan for bursts during initial syncs. If you hit limits, implement exponential backoff and stagger requests. Consider batching operations where the API supports it to improve throughput.
Yes. You can automatically attach SavvyCal notes and appointment details to the corresponding contact using POST /contacts/:contactId/notes and POST /contacts/:contactId/appointments. Ensure proper mapping so notes align with the right contact and context.
The integration is designed to work across common SavvyCal plans when API access is available. Check your plan’s API allowances and ensure you have the required scopes enabled to access contacts, tasks, notes, and appointments.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
