To use the Contacts API with SetSmart, obtain your API credentials from the GHL developer portal and configure authentication between Contacts API and SetSmart.
SetSmart must present valid credentials to authorize requests to the Contacts API and to receive data securely.
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: when a contact is updated or created in SetSmart, fetch the latest data from GET /contacts/:contactId.
Actions: GET /contacts/:contactId to fetch core details; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes.
Methods/Paths: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, email, phone, tags
Trigger: updates to a contact’s tasks or appointments trigger a sync in SetSmart.
Actions: GET /contacts/:contactId/tasks; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/appointments
Methods/Paths: GET /contacts/:contactId/tasks; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/appointments
Key fields: taskId, status, dueDate, appointmentId
Trigger: new notes added in SetSmart or notes updated should reflect in Contacts API.
Methods/Paths: GET /contacts/:contactId/notes; PUT /contacts/:contactId/notes/:id
Key fields: noteId, content, timestamp
Unified contact data across platforms reduces duplicates and manual data entry.
Automations enable faster onboarding, task assignment, and timely follow-ups with real-time updates.
A scalable, low-friction setup lets teams adapt quickly without custom code.
Key elements and processes described here help you understand how the integration works and what to configure in SetSmart and GHL.
People records stored in your CRM, synced with SetSmart.
A URL and method to perform a specific action in the GHL API.
The process of proving identity to access API resources, typically via API keys or OAuth.
A to-do item linked to a contact, often with status and due date.
Automatically tag and segment contacts in SetSmart based on their task progress from the Contacts API, enabling targeted campaigns.
Push important notes from contact records into SetSmart activity logs to keep teams aligned.
Trigger alerts in SetSmart when critical contact fields change in the GHL Contacts API.
Create or locate your GHL API credentials and configure App keys in SetSmart.
Select and test endpoints you need, such as GET /contacts/:contactId and GET /contacts/:contactId/notes.
Run tests, confirm data flows, then enable automation in SetSmart.
The integration lets SetSmart read and write contact data from the GHL Contacts API, enabling automated workflows and synchronized records. It covers core objects like contacts, tasks, notes, and appointments so teams can act on up-to-date information without manual data entry. Start by authenticating with API credentials and selecting the endpoints you need for your workflow. Then test the connection to ensure data flows correctly between systems.
Supported methods typically include API keys and OAuth for authentication. Configure SetSmart to present your credentials securely when making requests to the Contacts API. If you use OAuth, ensure the token exchange and refresh flow is set up so the connection remains active. Always follow best practices for storing and rotating credentials.
For a basic sync, enable endpoints like GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. This provides core contact data, related tasks, and notes. You can add write capabilities (POST, PUT, DELETE) as your automation needs grow, but start with read access to validate the workflow.
Use the testing tools in SetSmart and the GHL developer portal to run sample requests. Verify that responses match expectations, check data mappings, and confirm that triggers fire as intended. Fix any field mismatches and re-run tests until the data flows smoothly in both directions.
Yes. Depending on your permissions, you can update existing contacts and notes via the API (e.g., PUT /contacts/:contactId, PUT /contacts/:contactId/notes/:id). Ensure write access is enabled and that your data mappings align with SetSmart fields to avoid overwriting important information.
No-code options exist through the Zapier app connector and built-in integration features. You can configure common workflows with a user-friendly interface, connect endpoints, and set triggers without writing code. For more advanced scenarios, you may extend with custom automation once you’re comfortable with the basics.
API documentation and endpoint references are available in the GHL developer portal. Review the endpoint list, authentication requirements, rate limits, and example requests. Having the docs handy helps you map fields correctly and troubleshoot any integration issues.
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