Authenticate securely using OAuth 2.0 to grant Simplicate access to your GHL Contacts data with granular scope control.
Simplicate uses a standard OAuth 2.0 flow to request access tokens, refresh tokens, and the necessary permissions to manage contacts, tasks, notes, and more.
– 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; – 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
Trigger: When a contact is created or updated in GHL, fetch the contact details to start a synchronized flow with Simplicate.
Actions: Create or update the corresponding contact in Simplicate; pull and attach related tasks and notes to the contact record.
GET /contacts/:contactId
contactId, name, email, phone
Trigger: Changes to a contact’s tasks in GHL (creation, update, or completion).
Actions: Create or update corresponding tasks in Simplicate; reflect completion status when a task is marked complete in GHL.
GET /contacts/:contactId/tasks
taskId, contactId, status, dueDate
Trigger: New or updated notes for a contact in GHL.
Actions: Create notes in Simplicate linked to the contact; sync essential metadata like last updated timestamp.
GET /contacts/:contactId/notes
id, contactId, content, createdAt
No-code setup with a visual builder means fast deployment and easy adjustments without developer time.
Bi-directional data syncing reduces manual data entry and data drift across systems.
Automated workflows trigger in real time, keeping your teams aligned.
This section explains core elements: endpoints, triggers, actions, and data mapping to help you design reliable automations.
An Application Programming Interface that enables two software systems to communicate and exchange data.
A specific URL in an API that performs a defined operation or returns data.
An authorization framework that enables secure access to APIs with tokens, scopes, and refresh capabilities.
A callback mechanism where one app notifies another about events as they happen.
Automatically create or update a contact in Simplicate when a new lead enters GHL, with initial task and note templates.
Sync task creation and due dates so reminders appear in both systems for clear accountability.
Attach notes from GHL to the corresponding Simplicate contact to preserve context and history.
Begin by authorizing the connection in GHL via OAuth 2.0, granting Simplicate the requested scopes.
Match GHL contact fields to corresponding Simplicate fields (e.g., name, email, phone, task lists, notes).
Run test synchronizations, verify data accuracy, then enable automatic syncing for ongoing operations.
Yes. The setup is designed for users without coding experience. The visual builder guides you through authentication, endpoint selection, and field mapping. If you do have coding knowledge, you can customize advanced mappings and workflows. Start with the no-code defaults and expand as your needs grow.
The integration exposes core endpoints for managing contacts, tasks, notes, appointments, and tags. You’ll interact with endpoints like GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, and more to build comprehensive workflows.
Absolutely. Field mapping is flexible; you can align standard fields (name, email, phone) and custom fields to fit your business data model. This ensures data consistency across GHL and Simplicate.
Authentication uses OAuth 2.0 to grant scoped access tokens. Your tokens are refreshed as needed, and you maintain control over which data is shared. Re-authentication is straightforward if you need to reauthorize the connection.
Security is a priority: data in transit is encrypted, tokens are scoped and time-limited, and you can revoke access at any time. We recommend following GHL and Simplicate security best practices and monitoring logs for unusual activity.
The pattern supports additional GHL endpoints in future updates. You can adapt workflows to incorporate notes, tasks, or tags beyond contacts, depending on API capabilities and your use case.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
