Use your API credentials to authorize requests to the Contacts API. Include the required scope and securely store tokens.
Establish a secure connection from SendOwl to the Contacts API using OAuth 2.0 or token-based authentication and verify permissions.
Key endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, POST /contacts/:contactId/tasks, PUT /contacts/:contactId, DELETE /contacts/:contactId, GET /contacts/business/:businessId, GET /contacts/; additional endpoints cover tasks, notes, and appointments as listed in the API documentation.
Trigger: a contact is created or updated in the Contacts API; SendOwl updates the corresponding customer record automatically.
Actions: create or update contact details, assign tags, and sync basic profile data.
GET /contacts/:contactId
Key fields: id, email, firstName, lastName, status
Trigger: a new task or note is created for a contact in Contacts API.
Actions: create tasks, update task status, and attach notes from SendOwl.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status, dueDate
Trigger: notes or appointments are created or updated for a contact.
Actions: log notes and schedule appointments in the Contacts API from SendOwl.
GET /contacts/:contactId/appointments
Key fields: contactId, appointmentId, dateTime
Automated data flow reduces manual entry and eliminates duplication across platforms.
Faster order processing with up-to-date contact data and task reminders.
Deeper customer insights through centralized records and activity history.
Understand the core elements (contacts, tasks, notes) and processes (authentication, endpoints, data mappings) that drive this integration.
A defined URL and HTTP method used to interact with a resource in an API.
An authorization framework that issues access tokens for secure API calls.
A callback mechanism that sends real-time updates to a configured URL.
A short-lived credential used to authorize API requests.
Automatically send a welcome email when a new contact is added and log the event in the Contacts API.
Create follow-up tasks in Contacts API when a purchase occurs in SendOwl.
Attach notes to contacts after key interactions to maintain a complete activity record.
Collect API keys, client IDs, and tokens from both platforms and store securely.
Map contact fields to SendOwl properties and enable needed endpoints.
Run tests, verify data flows, and go live with automated processes.
The Contacts API lets you read and manage contact records, tasks, notes, and appointments from SendOwl. It enables real-time sync and automation to streamline customer workflows. You can pull contact details to personalize messages and push updates back to both systems.
Basic setup is designed to be no-code friendly. You can configure triggers, actions, and field mappings through connectors without writing code. For advanced needs, you can extend the flow with custom scripting if your plan supports it.
For a minimal setup, start with GET /contacts/:contactId for retrieval and POST /contacts/ to create records. You can expand later to include tasks, notes, and appointments as you map data between SendOwl and the Contacts API.
Authentication uses standard OAuth 2.0 or token-based methods. Tokens are scoped and stored securely, and you can revoke access at any time from either platform.
Yes. Field mappings between SendOwl and the Contacts API can be customized to fit your data model. Use mapped fields to ensure data consistency across both systems.
Historical data can be imported or backfilled if the endpoints and permissions allow. Plan an incremental approach to avoid performance issues.
You can review logs and errors in the integration’s activity feed. Some platforms also offer separate audit logs and webhook event histories.
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