To securely access the Contacts API from ServiceM8, configure an OAuth2 flow or API token with the required scope (contacts.readonly). Store credentials securely and rotate tokens regularly to maintain uninterrupted data sync.
ServiceM8 will act as the external app calling the GHL API. Use approved OAuth2 client credentials, pass the access token in Authorization headers, and ensure the app has permission to access contact, task, and note 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 Contact in ServiceM8
Actions: POST /contacts/ to create a new contact in GHL; if the contact already exists, use PUT /contacts/:contactId to update fields such as name, email, and phone.
POST /contacts/ (for create) or PUT /contacts/:contactId (for update)
firstName, lastName, email, phone, externalServiceM8Id
Trigger: New Task in GHL
Actions: POST /contacts/:contactId/tasks in GHL to create a linked task in ServiceM8; map status and due date back to ServiceM8 if needed.
POST /contacts/:contactId/tasks
contactId, taskId, taskName, dueDate, status
Trigger: New Note on GHL Contact
Actions: POST /contacts/:contactId/notes in GHL to capture the note; mirror the note in ServiceM8 as a linked note or update the contact’s activity log.
POST /contacts/:contactId/notes
contactId, noteId, content
Eliminate manual data entry by syncing contacts and tasks in real time between systems.
Automations trigger on events (new contact, new task, new note) to keep teams aligned without writing code.
Scales easily as you add more endpoints and workflows over time.
A quick glossary of API concepts and the data flow used in this no‑code integration.
A specific URL in an API that performs a defined action (for example, GET /contacts/:contactId).
The method for proving your app’s identity to the API, typically via OAuth2 tokens or API keys.
An authorization framework that issues access tokens to authorize API requests without sharing user credentials.
A mechanism for real-time notifications from the API to your app when events occur.
When a new ServiceM8 contact is created, automatically create a corresponding GHL contact and assign a welcome task.
Sync job status and updates from ServiceM8 to GHL notes to keep teams aligned on progress.
Aggregate contact activity across both systems to build cross‑app dashboards and reports.
Register your app in GHL, obtain client credentials, and set scopes including contacts.readonly for read access.
Set up OAuth2 flows, securely store tokens, and map fields between ServiceM8 and GHL.
Run test events for contacts, tasks, and notes; verify data flow with logs and dashboards; set up alerts for failures.
Authentication uses OAuth 2.0 tokens issued to your GHL API app. ServiceM8 exchanges client credentials for access tokens and passes them in the Authorization header with each request. Tokens should be stored securely and refreshed before expiry. For read-only syncing, apply the contacts.readonly scope; expand as needed for write operations.
Key endpoints include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks to fetch tasks, POST /contacts/ to create a contact, and POST /contacts/:contactId/tasks to attach tasks. You can also manage notes and tags via the corresponding endpoints listed in the endpoint table.
No-code automation can handle many workflows by connecting triggers and actions between ServiceM8 and GHL. For complex transformations, you may add simple script steps or use a middleware platform, but many integrations are fully achievable without custom code.
Yes. Use filters on the GHL side to select contacts by tag or scope, then drive actions in ServiceM8. Ensure your app requests only the necessary scope to maintain security and performance.
Implement exponential backoff on retry attempts, log errors with context, and alert your team for failures. Validate responses against API error codes and adjust mapping rules accordingly.
Yes. Use OAuth 2.0 tokens, rotate credentials regularly, restrict scopes, and store secrets securely. Enforce TLS for all endpoints and log access for auditing.
Endpoint documentation is available in the GHL developer docs and the ServiceM8 integration guide. Refer to the endpoint list in this page for a quick overview and map fields between systems accordingly.
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Complete Operations Catalog - 126 Actions & Triggers
