Obtain an OAuth token or API key with the required scope: contacts.readonly. Use secure storage and rotate credentials regularly.
Sertifier uses its own API credentials to authorize requests to GHL endpoints and to trigger actions. Protect keys, and map to GHL OAuth credentials for a smooth handshake.
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: When a contact is updated or created in Sertifier, fetch the latest data from GHL to ensure profiles stay current.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks to pull related items.
GET requests to retrieve contact data; map response fields to Sertifier contact model.
Key fields: contactId, email, fullName, phone, tags, notes, tasks
Trigger: new or updated tasks in Sertifier create/update in GHL tasks endpoint.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
POST and PUT calls to manage tasks and track completion.
Key fields: taskId, contactId, taskName, status, dueDate
Trigger: notes added or updated in Sertifier sync to GHL notes.
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, POST /contacts/:contactId/tags
GET/POST to notes and tags endpoints as needed.
Key fields: notesId, noteContent, id, tags
Fast setup with pre-built endpoints and mapping templates.
Eliminate manual data entry and reduce errors across platforms.
Seamless automation and alerts for team workflows.
Common elements and processes you’ll use when connecting GHL Contacts API with Sertifier, including endpoints, authentication, data mapping, and automation rules.
A specific URL and HTTP method used to perform an action or retrieve data from an API.
A token-based authorization framework used to grant access without sharing passwords.
The process of verifying identity before granting access to data or actions.
A callback URL that receives real-time event data from an API.
Automatically create Sertifier projects when a new contact is added in GHL.
Show a merged activity timeline from both systems.
Remind teams via Sertifier when GHL tasks are due.
Collect Sertifier API keys and configure OAuth for GHL.
Define how Sertifier will call each GHL endpoint and map fields.
Run tests, verify data flow, and turn on automation.
Yes, you typically need access to GHL as the API provider; you may need a developer account to create API keys and OAuth credentials. Sertifier also requires its own API credentials; keep them secure and rotate; use a test sandbox if available.
For a basic sync you should use GET /contacts/:contactId to fetch core data and GET /contacts/:contactId/tasks to pull tasks. Optionally fetch notes and tags via GET /contacts/:contactId/notes and POST /contacts/:contactId/tags for tagging.
Store credentials in a secure vault; use OAuth 2.0 flow and rotate tokens regularly. Never embed keys in client-side code; implement server-side calls and least privilege scopes.
Yes, data mapping is configurable; you can map fields like name, email, and tags between GHL and Sertifier. Use transformation rules to handle date formats, id fields, and custom fields.
API rate limits depend on your GHL plan; monitor quotas and implement backoff. Schedule calls to avoid bursts and utilize batch operations where available.
Webhooks can be tested using test endpoints or a sandbox; verify payload structure and delivery. Use retry and logging to ensure reliable delivery.
Yes, a sandbox environment or staging mode may be available depending on your GHL plan and Sertifier settings. Use test contacts and simulate events to validate the integration before going live.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
