Use OAuth 2.0 to obtain an access token with the required scope. For read-only access, use scopes such as ‘contacts.readonly’ to safely retrieve contact data.
Authorize SimpleCert to access your GHL Contacts data via OAuth, then use the access token to pull contact details, notes, tasks, and related information. Store tokens securely and refresh as needed.
Key endpoints include: GET /contacts/:contactId to retrieve a single contact; GET /contacts/:contactId/tasks to list tasks; GET /contacts/:contactId/tasks/:taskId to fetch a specific task; GET /contacts/:contactId/notes to fetch notes; GET /contacts/:contactId/notes/:id to fetch a single note; GET /contacts/:contactId/appointments; GET /contacts/ to list contacts; GET /contacts/business/:businessId; and methods to create/update: 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 selected in SimpleCert, retrieve the profile data from GET /contacts/:contactId.
Actions: GET /contacts/:contactId (core profile); GET /contacts/:contactId/notes (context).
GET /contacts/:contactId
Required: contactId; Optional: firstName, lastName, email, phone, company
Trigger: On demand or scheduled sync of all contacts and their tasks.
Actions: GET /contacts/; GET /contacts/:contactId/tasks; GET /contacts/:contactId/tasks/:taskId
GET /contacts/
Required: businessId (optional for filtering); Optional: fields to include; includeTasks=true/false
Trigger: When a user completes a task or adds a note for a contact.
Actions: PUT /contacts/:contactId/tasks/:taskId/completed; POST /contacts/:contactId/tasks; POST /contacts/:contactId/notes
PUT /contacts/:contactId/tasks/:taskId/completed
Required: contactId, taskId; Fields: status, completedAt
Automated data syncing between the GHL Contacts API and SimpleCert saves time and reduces manual entry.
Secure, token-based authentication with scoped access protects contact data and user credentials.
A unified customer view that combines contact details, notes, tasks, and tags for smarter automation.
Key elements include Endpoints (specific API routes), Triggers (events that start a flow), Actions (operations performed), Methods (HTTP verbs), and Key Fields (required identifiers).
OAuth 2.0 is the authorization framework used to obtain access tokens for calling the GHL Contacts API securely, without sharing user passwords.
A person or organization in GHL with associated data such as name, email, phone, and notes.
A specific URL pattern that performs an operation on the GHL API, such as GET /contacts/:contactId.
A mechanism for GHL to push data to SimpleCert in real-time when changes occur.
Use POST /contacts/ to create new contacts when a form is submitted, then pull details via GET endpoints to enrich records in SimpleCert.
Link new tasks to contacts using POST /contacts/:contactId/tasks and update status with PUT /contacts/:contactId/tasks/:taskId/completed.
Fetch notes via GET /contacts/:contactId/notes and surface key insights in SimpleCert dashboards.
Complete the OAuth flow to authorize SimpleCert for Contacts API access with scope ‘contacts.readonly’.
Choose endpoints (e.g., GET /contacts/:contactId, GET /contacts/:contactId/tasks) and map fields to SimpleCert data structures.
Run tests, validate data sync, monitor logs, and enable automation when confident.
In most cases, you will base your integration on the Contacts API scope, starting with contacts.readonly to retrieve data. This minimizes risk while you validate the data flow. If your workflow requires write access, you will need elevated scopes (for example, contacts.write) and, typically, admin approval for your OAuth app. Always follow your organization’s security policies when handling credentials.
Yes. You can create new contacts with POST /contacts/ and update existing ones with PUT /contacts/:contactId. Write access is required for modification operations. Ensure you map required fields (like email) and handle idempotency to prevent duplicates. Implement proper error handling to surface actionable feedback to users.
For onboarding, start by fetching the new contact’s profile and related data using GET /contacts/:contactId and GET /contacts/:contactId/tasks. This gives you a baseline snapshot. Then progressively pull notes and other context to enrich the new contact record. Consider using webhooks or scheduled sync to keep data up to date.
OAuth 2.0 is the standard method used to authorize SimpleCert for GHL data access. After the user consents, SimpleCert receives an access token to call the API. Store tokens securely and request only the required scopes. Regularly rotate credentials and monitor for suspicious activity.
OAuth tokens expire on a fixed timeline. When a token expires, use the refresh token to obtain a new access token or re-run the authorization flow if refresh is not available. Implement token storage and refresh handling in your app to avoid interruptions.
Webhooks are an option for real-time updates. If enabled, GHL can push events to a listener endpoint in SimpleCert (for example, contact.created or task.updated). If you don’t use webhooks, schedule periodic polling to keep data current.
Rate limits depend on your GHL plan and the endpoints used. To stay within limits, batch requests when possible, implement exponential backoff for retries, and cache responses when appropriate. Consider paginating large result sets to avoid timeouts.
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Complete Operations Catalog - 126 Actions & Triggers
