Use your GHL API credentials with appropriate scopes such as contacts.readonly to access endpoints like GET /contacts/:contactId
Configure an API key or OAuth for Setmore Appointments to securely call GHL 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, 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: new or updated contact in Setmore or GHL
Actions: create or update contacts in GHL via POST /contacts/ and PUT /contacts/:contactId
Method paths: GET /contacts/:contactId for reads
Key fields: contactId email name
Trigger: task updates in Setmore map to GHL
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/tasks
Method paths: PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId status dueDate
Trigger: notes or appointments created in Setmore reflect in GHL
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/appointments, GET /contacts/:contactId/appointments
Method paths: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: noteId appointmentId
Automate contact sync to keep data in sync across platforms
Enhance task management with unified visibility of tasks across apps
Attach notes and appointment details for context in one place
A quick glossary of terms used in this guide including API endpoints authentication triggers and actions
A URL path used to access a resource such as GET /contacts/:contactId
An event that starts an automation such as a new or updated contact
An operation performed in response to a trigger such as POST /contacts/
The process of proving identity to access API resources such as API keys or OAuth tokens
Automatically merge duplicates during sync to keep contact records clean
Use templates for follow up tasks to maintain consistency
Append appointment details to notes for richer context
Collect GHL API key and Setmore Appointments credentials with proper scopes
Map endpoints like GET /contacts/:contactId and POST /contacts/ to your app
Run tests and monitor logs before going live
First, generate an API key in GHL with the required scope such as contacts.readonly. Then configure your Setmore Appointments connector to use this key for API calls. Ensure the key is stored securely and rotated regularly. This keeps data access protected while enabling syncing.
Core endpoints to enable syncing include GET /contacts/:contactId for reading contact data and POST /contacts/ plus PUT /contacts/:contactId for creating and updating contacts. For task and note syncing use endpoints like GET /contacts/:contactId/tasks and POST /contacts/:contactId/notes. Appointments data is retrieved via GET /contacts/:contactId/appointments.
Yes you can push tasks from Setmore into GHL using POST /contacts/:contactId/tasks and update them with PUT /contacts/:contactId/tasks/:taskId. Conversely you can pull task details into Setmore to keep both systems aligned. Mapping fields like status and dueDate ensures consistency.
Notes and appointment details can be synced by pulling notes with GET /contacts/:contactId/notes and appointments with GET /contacts/:contactId/appointments and then pushing updates back as needed. Adding appointment context to notes improves historical context for each contact.
No code is not strictly required if you use a no code integration tool. Some setups may require light scripting to map fields and handle retries. The flow can be configured to run on a schedule or in response to webhooks.
Monitor integration activity through API logs and error messages. Implement exponential backoff to handle rate limits and ensure retries are bounded. Review endpoint usage to avoid hitting quotas.
For troubleshooting start with verifying credentials and scopes. Check endpoint responses for error messages and review recent changes in either System. Use test runs to isolate issues and consult logs for clues.
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Complete Operations Catalog - 126 Actions & Triggers
