Authenticate with OAuth 2.0 and the contacts.readonly scope to securely access contacts data from GHL.
Configure OAuth credentials in ServiceTrade, obtain tokens, and keep them refreshed to maintain seamless access.
Key endpoints include: 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 created or updated in ServiceTrade, push upsert to GHL to keep records aligned.
Actions: upsert contact in GHL, synchronize associated tasks and notes, create links to the contact in ServiceTrade.
Method Path: POST /contacts/ and PUT /contacts/:contactId for upserts
Key fields: contactId, email, name
Trigger: updates to a contact’s tasks or notes in GHL trigger updates in ServiceTrade
Actions: fetch /contacts/:contactId/tasks and /contacts/:contactId/notes, replicate to ServiceTrade as tasks or notes
Method Path: GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger: appointment changes in GHL are reflected in ServiceTrade and vice versa
Actions: sync appointment data via GET/POST to /contacts/:contactId/appointments and update statuses
Method Path: GET /contacts/:contactId/appointments, POST /contacts/:contactId/appointments
Key fields: contactId, appointmentId
Eliminate manual data entry with automatic contact sync between GHL and ServiceTrade
Automate task and note creation for follow-ups, reducing oversight
Real-time updates prevent data drift and keep your teams aligned
This glossary defines essential terms like API, endpoint, trigger, action, and upsert to help you implement and maintain the integration.
Application Programming Interface — a set of rules that lets apps communicate and share data securely.
OAuth 2.0 is the industry-standard protocol for authorizing access to APIs without sharing passwords.
A specific URL in an API that performs a defined action or returns data.
An operation that creates a record if it does not exist or updates it if it does.
When notes are added in GHL, automatically generate corresponding tasks in ServiceTrade to keep follow-ups organized.
Sync contact segments from GHL into ServiceTrade to personalize workflows.
Trigger reminders in ServiceTrade when a GHL appointment or task is updated.
Create or configure OAuth credentials in GHL and ServiceTrade, ensuring the proper scopes are granted.
Map GHL endpoints to ServiceTrade fields (contacts, tasks, notes, appointments) for seamless syncing.
Run tests, set up logging, and deploy the integration with notifications for failures.
You can sync contacts, tasks, notes, and appointments between GHL and ServiceTrade. Map fields to ensure data integrity and automate routine workflows. This reduces manual data entry and speeds up response times.
Use webhooks or polling to trigger updates and monitor sync status through logs and dashboards.
No heavy coding required. Many teams use built-in connectors or Zapier-style automation. For more complex needs, you can leverage the API with the provided endpoints to customize flows.
Connections use OAuth 2.0 tokens over HTTPS, with scoped access. Store tokens securely and rotate them on a schedule to minimize risk.
Yes, endpoints can be selectively enabled. Start with core endpoints for contacts and tasks, then add notes and appointments as needed.
Tokens expire; refresh tokens automatically if using OAuth. Store token expiry and refresh proactively to avoid downtime.
If a conflict occurs, implement a timestamp-based upsert policy and queue changes for manual review. Alerts and logs help resolve issues quickly.
Refer to the Endpoint Reference section above for a complete list of API routes and usage guidelines. Documentation links and examples are provided.
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