To securely access the Contacts API from Simplesat, use API tokens and ensure the correct scope is granted (readonly).
Simplesat authenticates with OAuth 2.0 and API tokens to securely access the Contacts API.
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
Triggered when a contact is created or updated in GHL to sync to Simplesat.
Actions include creating or updating the Simplesat contact, syncing associated tasks, notes, and updating tags as needed.
GET /contacts/:contactId
id, email, firstName, lastName, phone, status
Triggered when a task is created or updated for a contact in GHL to mirror in Simplesat.
Actions: create/update tasks in Simplesat; mirror status and due dates; link to the related contact.
GET /contacts/:contactId/tasks
taskId, title, dueDate, status, completed, priority
Triggered when a note is added or updated for a contact in GHL.
Actions: create/update notes in Simplesat; attach to the corresponding contact.
GET /contacts/:contactId/notes
noteId, content, createdAt, updatedAt
Faster onboarding by syncing existing contacts from GHL into Simplesat.
A unified view of contact data, tasks, and notes across systems without code.
Automated updates reduce manual data entry and improve data accuracy.
This glossary covers core data elements and processes used to connect GHL’s Contacts API with Simplesat, including mapping fields and endpoint usage.
A person stored in GHL with associated data like name, email, and phone.
A freeform annotation attached to a contact for context.
A to-do item associated with a contact, with due dates and status.
A specific HTTP route used to interact with the GHL API.
Set up triggers so customer feedback requests are sent when a contact is updated in GHL.
Auto-sync score changes to Simplesat to tailor outreach and follow-ups.
Create a combined view showing contact data, tasks, and notes in one place.
Obtain your API key, set scope to readonly, and note the base URL for the Contacts API.
Enter the API base URL, client ID/secret, and grant access; map fields between GHL and Simplesat.
Run a test pull of contacts and verify mappings; then enable automated syncing.
Simplesat can synchronize core contact data, their tasks, notes, and basic appointment information via the Contacts API. You can map fields such as name, email, phone, and status to corresponding fields in Simplesat, and keep related tasks and notes in sync for a complete customer view. This enables richer feedback requests and more targeted automation without writing code. Additionally, you can extend the synchronization to business-level data and tags to help segment and automate based on customer context.
Yes. The integration uses OAuth 2.0 and API tokens to securely authorize requests between GHL and Simplesat. Credentials are scoped to readonly where appropriate, and you can rotate keys and revoke access at any time from your GHL and Simplesat admin settings. Regular token refresh and least-privilege access help minimize risk.
Absolutely. The integration supports mapping of standard contact fields (name, email, phone) and related data (tasks, notes, tags). You can customize which fields sync to Simplesat and how they align with your internal data schema. For advanced mappings, use the provided field-mapping UI to align GHL endpoints with Simplesat fields.
The integration leverages core endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments, plus additional endpoints for listing all contacts, creating or updating contacts, and managing tasks and notes (e.g., POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, POST /contacts/:contactId/tags). This enables comprehensive data flow between GHL and Simplesat.
To revoke access, remove the connected app or revoke the API token in either GHL or Simplesat. For rotation, generate a new token and update it in the Simplesat connection settings, then test the connection to ensure continued data flow. Regular credential Rotation is recommended for security hygiene.
No coding is required. This is a no-code integration that uses configured API credentials, endpoint mappings, and field mappings within the Simplesat dashboard. Advanced users can customize mappings further, but the standard setup works without writing code.
Troubleshooting resources are available in the Simplesat integration docs and GHL API reference. If you run into issues, check credential validity, endpoint permissions, and mapping configurations. You can also contact support for guided assistance and troubleshooting steps.
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