Authenticate requests with the API credentials for the Contacts API. The integration uses the stated scope: contacts.readonly.
In SendX, configure OAuth or API keys to connect to the Contacts API and ensure the scope matches (contacts.readonly).
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 to refresh profile data in SendX.
Update SendX contact fields, create or update tasks, and attach notes based on API data.
Uses GET /contacts/:contactId and PUT /contacts/:contactId to sync profile data; POST /contacts/ to create new records.
Key fields include contactId, email, firstName, lastName, phone.
Trigger when tasks are created or updated to drive follow-ups.
Create, update, or complete tasks in SendX and drive campaigns or reminders.
Endpoints include POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, DELETE /contacts/:contactId/tasks/:taskId.
Key fields: taskId, contactId, status, dueDate.
Trigger on new notes or new appointments to trigger follow-ups.
Sync notes and appointments into SendX and use them to fuel reminders and campaigns.
Endpoints used include GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments.
Key fields: noteId, appointmentId, contactId, dateTime.
Faster onboarding and data accuracy through automatic syncing.
A centralized view of contacts, tasks, and notes in SendX for better segmentation.
No-code automations you can build quickly without developers.
This glossary defines API endpoints, authentication, webhooks, and common data terms used in the integration.
A defined URL that performs a specific operation in an API.
A real-time notification mechanism that triggers actions in another app when an event occurs.
An industry-standard authorization framework used to grant access without sharing credentials.
A person or organization stored as a record in the Contacts API.
Automatically sync updated contact data from GHL to SendX for richer customer profiles.
Create and update tasks in SendX based on contact activity and events.
Use notes to trigger timely reminders and personalized outreach.
Obtain API credentials for the Contacts API and authorize SendX to access them.
Map endpoints to triggers and actions in SendX (e.g., pull profile data with GET /contacts/:contactId).
Create automation workflows in SendX using contacts, tasks, notes, and appointments data.
No heavy coding required. SendX provides a no-code interface to connect with the GHL Contacts API. You can trigger actions based on events and map data fields between the two systems. If you have basic automation needs, this integration can be set up with simple triggers and actions. For advanced scenarios, you may combine multiple steps across endpoints to craft richer workflows.
The primary endpoints include retrieving a contact, their tasks, notes, appointments, and more. Commonly used endpoints include GET /contacts/:contactId and GET /contacts/:contactId/tasks for syncing task data, as well as POST /contacts/ to create or update contacts. You can also use POST /contacts/:contactId/tasks to create tasks and GET /contacts/:contactId/notes for notes retrieval. Additionally, endpoints for updating profiles, deleting records, and tagging contacts enable flexible data management within SendX.
Authentication uses API credentials with the specified scope. You’ll typically configure OAuth or API keys within SendX to access the Contacts API, ensuring the scope is set to contacts.readonly unless your integration requires write access. Always follow least-privilege access and rotate credentials regularly. If you need write capabilities, adjust the scope accordingly and align with your security policies.
Yes. You can manage contacts, tasks, notes, and appointments via SendX based on data from the GHL Contacts API. This enables you to drive campaigns, reminders, and follow-ups without leaving the SendX interface. This setup supports both one-time actions and ongoing automation to keep records in sync.
Rate limits vary by your GHL plan. The integration should respect the same rate limits as the API, and you’ll want to implement retries and back-off in your automation. Refer to your API provider’s guidelines for specifics. Design your flows with idempotent actions to avoid duplicates during retries.
Visit the documentation hub for the Contacts API and SendX, or reach out to our support team. We provide walkthroughs, example templates, and best-practice guides to help you succeed.
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