Access to the Contacts API requires proper authorization. Use your GHL-connected credentials and apply the defined scope (contacts.readonly) to securely retrieve contact data without modifying records.
ShareFile authentication relies on OAuth 2.0 or API tokens depending on the endpoint. Use the app credentials to authorize calls and respect any scopes required by the actions you perform.
Key endpoints include: GET /contacts/:contactId to retrieve a contact; GET /contacts/:contactId/tasks and GET /contacts/:contactId/tasks/:taskId for task retrieval; GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id for notes; GET /contacts/:contactId/appointments; GET /contacts/ for listing all contacts; GET /contacts/business/:businessId for business-related contacts. Core create, update, delete operations span POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and task management via POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, plus tag assignment with POST /contacts/:contactId/tags.
Trigger when a contact is created or updated in the Contacts API to automatically reflect changes in ShareFile.
Actions include creating or updating a corresponding contact in ShareFile, and attaching or updating related files or notes as needed.
GET /contacts/:contactId
contactId, email, name, phone
Trigger on task creation or update in Contacts API to synchronize with ShareFile tasks or related notes.
Actions include creating or updating tasks in ShareFile and updating task status across systems.
POST /contacts/:contactId/tasks
contactId, taskId, title, status
Trigger when notes are added or updated for a contact in the Contacts API.
Actions include creating or updating notes in ShareFile and linking them to the correct contact.
GET /contacts/:contactId/notes
contactId, noteId, noteContent
Fast, code-free setup through intuitive automations and pre-built triggers.
Real-time data synchronization across apps ensures up-to-date contact information.
Improved collaboration by centralizing contact files and notes in ShareFile.
This section defines the data elements and processes used to connect the GHL Contacts API with ShareFile, including endpoints, authentication, triggers, and actions.
A specific URL and HTTP method used to access a resource in the API, such as GET /contacts/:contactId.
The process of verifying identity to authorize API requests and protect data access.
An event that starts an automated workflow, such as a new contact creation or an update to a contact’s details.
An operation performed by a workflow, such as creating a note in ShareFile or updating a task status.
When a new contact is created in Contacts API, automatically attach or link relevant files in ShareFile to the contact’s record.
Update ShareFile task items or create related notes when tasks are created or updated in the Contacts API.
Store important contact notes as ShareFile documents in the contact’s folder for quick reference.
Obtain API credentials for both services and configure OAuth tokens or API keys in the GHL connector.
Define field mappings between Contacts API and ShareFile metadata to ensure consistent data synchronization.
Create workflows in GHL that trigger ShareFile actions based on contact events and task changes.
Yes. The no-code connector provides a straightforward setup without coding. You can configure triggers, actions, and mappings using guided screens. For complex needs, custom scripts can be added, but most common scenarios are achievable with the built-in builder. This keeps maintenance simple while enabling powerful automation. Both investigators and admins can deploy the integration with minimal friction.
Supported authentication methods include OAuth 2.0 and API tokens. OAuth 2.0 is recommended for secure, user-consented access, while API tokens can be used for service-to-service connections. Ensure scopes align with the operations you perform, such as reading contacts or writing updates.
Yes. You can map and reconcile existing ShareFile records with Contacts API data. Use unique identifiers like contactId and email to align records, and enable conflict resolution rules to prevent duplicates. Regular syncs help keep both systems up to date.
The integration exposes a range of endpoints for contacts, tasks, notes, and attachments. Core actions include creating, reading, updating, and deleting contacts and related resources, as well as listing endpoint groups and business associations. A full reference of endpoints is provided in the endpoint list section of the page.
Yes. Data is transmitted over secure channels using HTTPS with supported authentication methods. Access controls and scopes limit what each integration can do, and audit logs help monitor activity.
Absolutely. Triggers can initiate actions for tasks and notes, allowing for real-time updates to ShareFile based on Contacts API events. You can set up multiple triggers to cover different scenarios.
API rate limits are documented in the developer section of the integration. If you anticipate high throughput, consider batching requests or implementing exponential backoff to stay within limits and maintain reliability.
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Complete Operations Catalog - 126 Actions & Triggers
