Requests to the GHL Contacts API use OAuth 2.0 tokens with the scope set to contacts.readonly. Use your GHL API credentials to obtain an access token and attach it to each call.
SignNow supports OAuth 2.0 with access tokens. Ensure your app is approved for the needed scopes to access contact data from SignNow.
Key endpoints include reading and managing contacts, tasks, notes, and appointments; creating and updating contacts; and tagging. Example endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/tags.
Trigger: When a contact is created or updated in SignNow, pull the latest record from the Contacts API to keep data in sync.
Actions: GET /contacts/:contactId to fetch data; map fields (name, email, phone) to the SignNow contact profile.
GET /contacts/:contactId
contactId, firstName, lastName, email, phone
Trigger: When a new contact is created in SignNow, create a corresponding contact in the Contacts API.
Actions: POST /contacts/ with payload including name, email, phone, and businessId; return the new contactId.
POST /contacts/
name, email, phone, businessId
Trigger: When a task is created or updated in SignNow, create or update the corresponding task in the Contacts API.
Actions: POST /contacts/:contactId/tasks to add a task; PUT /contacts/:contactId/tasks/:taskId to update; PUT /contacts/:contactId/tasks/:taskId/completed to mark done.
POST /contacts/:contactId/tasks
contactId, taskId, title, status, dueDate
Eliminate manual data entry by syncing data automatically between SignNow and the Contacts API.
Real-time data consistency across apps to reduce errors and duplication.
Faster onboarding with automated contact creation and task tracking for new signers.
Key elements include endpoints, triggers, actions, and data mappings between SignNow and the GHL Contacts API. Use the glossary below to understand the flow.
An API is a set of rules that lets different software applications talk to each other to request and exchange data.
OAuth 2.0 is an authorization framework that issues tokens to authorize API requests without sharing user passwords.
An endpoint is a specific URL that performs an action in an API, such as retrieving a contact.
A webhook is a mechanism for real-time notifications from one app to another when specific events occur.
When a user signs a document in SignNow, automatically create or update the corresponding contact in the GHL Contacts API to keep both systems in sync.
Create a task in SignNow when a contact has a due follow-up, or synchronize a SignNow task with the Contacts API.
Use tags from SignNow to segment contacts in the GHL API and trigger automations.
Obtain OAuth 2.0 tokens for both systems and grant the minimum scopes needed (contacts.readonly for GHL; required SignNow scopes for contact data).
Define field mappings such as name, email, phone, and businessId to sync between SignNow and the GHL Contacts API.
Set up triggers for create/update events and select actions to call GET/POST/PUT endpoints as needed.
You can sync core fields like name, email, phone, and notes, plus related data like tasks and notes associated with a contact. This enables a unified view of a contact across SignNow and the GHL Contacts API. Webhooks can provide real-time updates to keep both systems aligned. You can also set up field mappings to ensure data integrity across platforms.
No-code automation platforms can connect these systems using prebuilt actions and triggers. Some familiarity with data mapping helps, but many integrations can be achieved with drag-and-drop tools. If you prefer, you can also use middleware like Zapier or Make to connect via the provided endpoints.
Tokens are issued via OAuth 2.0. Each system provides access and refresh tokens with scoped permissions. Tokens expire and can be refreshed without re-prompting the user. Store tokens securely and rotate them according to best practices.
Common endpoints include GET /contacts/:contactId to read a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and POST /contacts/:contactId/tasks to manage related tasks. Endpoints for notes, appointments, and tagging extend the integration capabilities.
Deletions in SignNow are not automatically mirrored by default. You can create a workflow to mirror deletions if desired, but be mindful of data ownership and audit trails. Consider soft-delete or archival approaches to preserve history.
APIs have rate limits. Implement retry logic with exponential backoff and handle 429 Too Many Requests gracefully. Use idempotent requests where possible to avoid duplicates during retries.
Errors are surfaced via API responses and logs. Enable logging and alerting for failures, and test changes in a staging environment before production. Use structured error messages to diagnose issues quickly.
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Complete Operations Catalog - 126 Actions & Triggers
