Use the standard OAuth 2.0 flow or an API key as required by the Contacts API. The available scope for this integration is contacts.readonly, which enables read access to contacts, tasks, notes, and appointments unless you add write permissions separately.
SignUpAnywhere authenticates to the Contacts API using securely stored credentials (OAuth client credentials or API keys). Configure the client in your GHL app settings and exchange tokens to enable safe, ongoing data access.
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; 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 SignUpAnywhere signup creates or updates a contact in Contacts API to begin onboarding.
Actions: Create or update contact; fetch related tasks and notes; initialize onboarding tasks.
Method paths: POST /contacts/ to create a contact, followed by PUT /contacts/:contactId to update details and add related data (tags, tasks).
Key fields: contactId, email, firstName, lastName
Trigger: On contact changes in Contacts API, SignUpAnywhere pulls latest data including tasks, notes, and appointments.
Actions: Sync contact data; pull tasks, notes, and appointments; reflect updates in onboarding progress.
Method paths: GET /contacts/:contactId and related GETs for tasks, notes, and appointments.
Key fields: contactId, taskId, noteId
Trigger: Webhook from Contacts API when a contact is created, updated, or deleted.
Actions: Push updates to SignUpAnywhere; trigger onboarding sequences and reminders automatically.
Method paths: Webhook endpoints for contact events; confirmation calls to verify delivery.
Key fields: webhookId, eventType, contactId
Benefit 1: Faster signups — move from capture to onboarding with minimal manual data entry.
Benefit 2: Centralized contact data — all contacts, tasks, notes, and appointments in one place.
Benefit 3: Automated workflows — trigger onboarding sequences, reminders, and follow-ups automatically.
This section defines common API terms and how they apply to the integration: API, Endpoint, Authentication, and Webhook.
API stands for Application Programming Interface — a set of rules and protocols that lets apps talk to each other.
Authentication verifies identity and grants access tokens to call endpoints securely.
An endpoint is a specific URL path in an API that performs an action or returns data.
A webhook is a real-time HTTP callback that notifies your app when an event occurs.
Trigger onboarding tasks automatically when a new contact is created in Contacts API, guiding users through sign-up.
Sync tasks and set reminders in SignUpAnywhere when new tasks are created or updated.
Push live contact changes to SignUpAnywhere to keep pipelines current and actionable.
Create a GHL API key or OAuth credentials and grant the required scope: contacts.readonly.
Map the endpoints you’ll use and set up authentication in SignUpAnywhere.
Run test requests, verify data flows, and deploy to production with confidence.
The Contacts API exposes core data including contacts, tasks, notes, and appointments. You can read this information to power onboarding, segmentation, and engagement in SignUpAnywhere. Depending on your plan and scope, you may be able to pull additional related data such as business associations and notes.
Authentication is typically done via OAuth 2.0 with access tokens or through a secure API key. You will exchange credentials for access tokens and refresh tokens, then attach the token to each API request. Ensure your app stores credentials securely and refreshes tokens as needed.
Available endpoints include operations to read, create, update, and delete contacts, tasks, notes, appointments, and tags. A full list is provided in the Core Endpoints Used section. Use the endpoints that match your integration needs and respect the scopes granted.
Yes. The API supports creating and updating contacts via POST /contacts/ and PUT /contacts/:contactId. You can also manage tasks, notes, and tags related to a contact. Deleting contacts is also supported if needed.
Webhooks notify SignUpAnywhere of events like contact creation or updates. You configure the webhook URL, verify signatures, and handle incoming payloads in real time to trigger onboarding and communications.
Rate limits depend on your plan. Implement robust error handling, retries, and backoff strategies. Log failed requests and monitor quotas to maintain a smooth integration.
Before going live, use a sandbox or staging environment to test authentication, endpoints, data flow, and webhooks. Validate data accuracy and end-to-end onboarding scenarios.
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