To authorize, generate an API key or OAuth token in GHL and grant Sera Systems access to read and/or write Contacts data.
Grant permissions in Sera Systems for the GHL Contacts API connection using the credentials from GHL.
Available endpoints: 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; 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: New or updated contact in GHL to fetch in Sera Systems
Actions: Synchronize contact fields, create or update local records, log activity
GET /contacts/:contactId
contactId, name, email, phone, tags
Trigger: Changes to a contact’s tasks in GHL
Actions: Create/update tasks in Sera Systems, reflect status, due dates
GET /contacts/:contactId/tasks
taskId, title, dueDate, status
Trigger: Notes or appointments updated in GHL
Actions: Sync notes and appointments, update histories in Sera Systems
GET /contacts/:contactId/notes
noteId, content, date; appointmentId, time, client
Fast setup with no code required to connect data between systems
Real-time or near real-time data sync across apps
Secure, role-based access control and scalable endpoints
A concise glossary covering endpoints, permissions, and data flows used in this integration.
Application Programming Interface that allows systems to communicate.
A standard for token-based authorization and access control.
A specific URL path that exposes a function of the API.
A callback mechanism for event-driven updates.
Automatically pull contact details from GHL and enrich Sera Systems records.
Create tasks in Sera Systems when important data changes in GHL.
Sync notes to maintain a complete activity timeline.
Generate and exchange credentials between GHL and Sera Systems.
Choose which endpoints to enable and map fields.
Run tests, verify data integrity, monitor for errors.
The Contacts API usage is subject to the GHL rate limits. To avoid hitting limits, batch requests when possible and implement exponential backoff.\n\nIf you anticipate high volume, consider staggered syncs and caching strategies to reduce repeated calls.
Yes, the API includes read endpoints (GET) and write endpoints (POST/PUT/DELETE) with appropriate scopes.\n\nEnsure you have the necessary permissions and follow best practices for safe data modification.
Data is transmitted over HTTPS using token-based OAuth credentials.\n\nAccess is controlled by scopes and credentials; rotate tokens regularly and store them securely.
For basic sync, you typically need GET /contacts/:contactId and GET /contacts/.\n\nIncluding tasks and notes endpoints helps enrich records and maintain history; map fields accordingly.
Webhooks are supported via events and callback endpoints.\n\nIf you prefer polling, you can also query endpoints at regular intervals to sync changes.
Yes. Field mappings and transformations let you align GHL fields with Sera Systems fields.\n\nCustom fields can be created or mapped to ensure data integrity.
On error, implement retries, logging, and alerting.\n\nConflicts are resolved by your chosen strategy (for example, last-write-wins or a canonical source of truth).
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Complete Operations Catalog - 126 Actions & Triggers
