How to connect SightMill to Contacts API

Contacts API integration with SightMill for seamless data flow

How to connect GHL Contacts API with SightMill

This guide explains how to link SightMill with the Contacts API to sync contacts tasks notes and appointments. Learn authentication endpoint usage and practical workflow examples to automate your data flow.

Authentication for Contacts API

Authenticate requests with an access token issued for your GHL app. Include the token in the Authorization header and protect credentials.

Authentication for SightMill

SightMill uses a client credential flow to obtain access tokens for the Contacts API. Store tokens securely and rotate them as needed.

API Endpoints Overview

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; requires appropriate scope (contacts.readonly or 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

Top 3 integration ideas for Contacts API with SightMill

Create or update contacts from SightMill

Trigger: New or updated SightMill contact starts a sync to the Contacts API

Actions: map fields and call POST /contacts/ for new contacts or PUT /contacts/:contactId for updates

POST /contacts/ for new contacts; PUT /contacts/:contactId for updates

Key fields: contactId, email, name, status

Top 3 integration ideas for Contacts API with SightMill

Keep notes and tags in sync

Trigger: Note or tag updates in SightMill trigger corresponding API calls

Actions: POST /contacts/:contactId/notes and POST /contacts/:contactId/tags

POST /contacts/:contactId/notes; POST /contacts/:contactId/tags

Key fields: contactId, noteId, tagId

Top 3 integration ideas for Contacts API with SightMill

Manage follow-ups and tasks from SightMill

Trigger: Scheduled tasks in SightMill create or update tasks in the Contacts API

Actions: POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId

POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId

Key fields: contactId, taskId, dueDate

No code benefits of the integration

Automate data flow between SightMill and Contacts API without writing code

Keep records synchronized across systems with minimal setup

Scale workflows for teams and departments with confidence

Key terms and glossary

Overview of the core elements: API endpoints, authentication tokens, triggers, and data mapping

API Endpoint

A specific URL path that exposes a function in the API

Authentication

The process of proving identity to access the API, usually via tokens

Webhook Trigger

An event in one app that starts an automated action in another app

OAuth 2.0

A modern authorization framework to obtain and refresh access tokens securely

People also Search for:

Creative ideas for integrating Contacts API with SightMill

Automate contact creation from SightMill leads

Push new SightMill leads into Contacts API using POST /contacts/

Sync tasks for follow ups

Create and track tasks in Contacts API based on SightMill follow ups

Unified notes per contact

Attach notes from SightMill to contacts in Contacts API

3 steps to connect SightMill with Contacts API

Obtain API credentials

Create an app in the GHL developer portal and copy client ID and secret or token

Configure authentication

Set up token retrieval and secure storage for the integration

Test and go live

Run tests verify data mappings monitor logs and enable alerts

Frequently asked questions

What can I do with the Contacts API and SightMill integration?

You can create and update contacts automatically from SightMill events and sync tasks and notes back to the Contacts API. This enables a unified view of your customers across platforms. You can also trigger actions like tagging and appointment updates to keep data consistent.

No heavy coding is required. Use the built in connectors and endpoints to map fields and set triggers. For more complex flows you can add lightweight scripts or use Zapier style automation if needed.

Use GET /contacts/:contactId to fetch contact data, GET /contacts/:contactId/tasks for tasks, POST /contacts/ to create contacts, and POST /contacts/:contactId/tasks to create tasks. For notes and tags also use the corresponding endpoints listed in the overview.

Authenticate with an access token issued for your GHL app. Include it in the Authorization header. Tokens should be stored securely and rotated regularly.

Yes. Use field mapping in your integration setup to align SightMill fields with the Contacts API fields such as name, email, and tags. This ensures data consistency across systems.

Implement retries with exponential backoff and monitor error logs. Configure alerts for failures and ensure idempotent requests where possible to avoid duplicates.

Check the API rate limits in your GHL app documentation. Plan batched requests where feasible and spread calls to avoid hitting limits. Follow best practices for token rotation and secure storage.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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