Authenticate requests to the Contacts API by including your API key or OAuth token in the Authorization header. Use Bearer tokens and scope your requests to the Contacts read-only or write permissions as needed.
Set up a secure connection from servis-ai to GHL by obtaining a client secret, configuring redirect URIs, and exchanging authorization codes or using API keys. Store credentials securely and rotate keys regularly.
Key endpoints to power the integration: – 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 – GET /contacts/:contactId/notes – GET /contacts/:contactId/tasks – GET /contacts/:contactId/tasks/:taskId – 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 updated in GHL, pull the latest data into servis-ai to keep records in sync.
Actions: fetch /contacts/:contactId, refresh related tasks, notes, and appointments in servis-ai.
GET /contacts/:contactId
Key fields: contactId, email, name, phone, lastUpdated
Trigger: new task created or updated in GHL
Actions: create, update, and mark tasks complete in servis-ai; show status in UI
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Fields: taskId, contactId, title, status, dueDate
Trigger: a new note is added to a contact in GHL
Actions: create notes at /contacts/:contactId/notes and attach tags via /contacts/:contactId/tags
POST /contacts/:contactId/notes; POST /contacts/:contactId/tags
Fields: noteId, contactId, content, tags
No-code automation to sync data, trigger actions, and orchestrate workflows from a single UI.
Faster onboarding and data accuracy with real-time or near-real-time updates between systems.
Secure, scalable integration with managed credentials and minimal maintenance.
Key elements and processes used in the integration include API endpoints, authentication, data mapping, and error handling.
A set of rules and endpoints that allow programs to communicate with GHL and the Contacts data you manage with servis-ai.
URIs that expose operations for Contacts, tasks, notes, and tags.
The method used to verify identity and permissions to access GHL resources and your app.
Real-time notifications about changes to contacts, tasks, notes, or tags.
Pull additional data from third-party sources to enhance contact records in GHL and servis-ai.
Trigger tasks and milestones based on customer behavior and lifecycle events.
Use notes and tags to segment audiences and tailor communications.
Collect your API keys or OAuth credentials from GHL and register servis-ai with proper redirect URIs.
Map each API endpoint to a corresponding servis-ai workflow and set up triggers.
Run tests, verify data flows, and deploy the integration with monitoring.
Authentication uses API keys or OAuth tokens to authorize requests. Make sure tokens are kept secure and have the least privilege needed.
Available endpoints include reading contacts, tasks, notes, appointments, and tagging. Some endpoints require write scope for creating or updating data.
No-code flows are possible through the integration builder in servis-ai. If you need custom logic, you can add code in a preferred middleware, but the core can be configured without coding.
All data transfers use TLS encryption and OAuth where available. Regular key rotation and access controls minimize risk.
Yes. Tasks and notes can be created, updated, or marked complete from servis-ai as needed. Status changes are reflected in GHL and other connected systems in near real-time.
You can obtain credentials from the GHL developer portal or through API management in your account. Follow the setup wizard to generate client IDs and secret keys or API keys.
Webhooks are supported to push updates from GHL to servis-ai. Configure your webhook URL in the GHL app settings and verify signature.
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Complete Operations Catalog - 126 Actions & Triggers
