Use OAuth 2.0 to authorize Simply-Coach to access your GHL Contacts data. Required scope: contacts.readonly to view contacts while preserving data safety. Store tokens securely and refresh as needed.
In Simply-Coach, configure a new OAuth connection to the GHL Contacts API by entering the client credentials, setting the redirect URI, and granting the requested scope.
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: a contact is created or updated in Simply-Coach, then fetch the latest data from GHL via GET /contacts/:contactId.
Actions: create or update the corresponding contact in GHL using PUT /contacts/:contactId or POST /contacts/ as needed; optionally attach or update notes and tasks.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, tags, customFields
Trigger: when notes or tasks are created or updated in GHL, reflect changes in Simply-Coach via GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks.
Actions: create or update tasks in GHL or notes in GHL from Simply-Coach; synchronize updates back and forth.
POST /contacts/:contactId/tasks
Fields: contactId, taskId, status, dueDate, content
Trigger: tag changes in GHL trigger updates to Simply-Coach to propagate to related records.
Actions: apply tags via POST /contacts/:contactId/tags; bulk updates to multiple contacts as needed.
POST /contacts/:contactId/tags
Fields: contactId, tags (array or comma-separated).
No-code data sync to keep your contacts up to date across apps without writing code.
Automate repetitive tasks like creating reminders and notes automatically.
Streamlined workflows by routing contacts through tags and lists for personalized outreach.
Definitions for terms used in this guide, including GHL, APPNAME, OAuth, endpoints, triggers, and actions.
GHL is the platform whose Contacts API you connect to from Simply-Coach to manage data and automate workflows.
APPNAME refers to Simply-Coach, the app integrating with the GHL Contacts API to manage contacts, tasks, notes, and more.
An API endpoint is a URL route that performs a specific action or returns a data resource in the GHL API (for example, GET /contacts/:contactId).
OAuth 2.0 is the authorization protocol used to grant access to GHL data without sharing credentials.
When a new contact is added in Simply-Coach, automatically create or update the corresponding contact in GHL and welcome them with a note.
Create and assign tasks in GHL from Simply-Coach events to keep teams aligned.
Use tags to route contacts into tailored workflows in GHL based on Simply-Coach data.
Register your app in GHL to obtain a client ID and secret, and set the redirect URI.
Enter the client credentials, choose scope as contacts.readonly, and save the connection.
Test a sample sync, verify data integrity, and enable automation in your workflow.
The GHL Contacts API lets Simply-Coach access contact data, notes, tasks, and appointments to power automations without manual entry. It provides read-only endpoints for safe exploration and test runs, plus write-like actions via POST/PUT where appropriate. By integrating, you can pull data into Simply-Coach and push updates back to GHL as part of your workflows. Two-paragraph answer continues: Ensure you adhere to the scope and rate limits, implement token storage securely, and test in a sandbox to prevent data loss.
No heavy coding is required. The integration is designed for no-code/low-code setups using OAuth, endpoints, and Zapier-like actions within Simply-Coach. If you need deeper customization, you can add lightweight scripts or use webhooks, but a full codebase is not required.
You will typically use endpoints like GET /contacts/:contactId to fetch a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and DELETE /contacts/:contactId to remove. For related data, use GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to pull tasks and notes respectively. Plan your flows by mapping data fields between Simply-Coach and GHL to keep records consistent.
Authentication uses OAuth 2.0; tokens expire and must be refreshed. Use the refresh token workflow to maintain access without re-authenticating. Store tokens securely, rotate credentials periodically, and implement automatic token renewal where possible.
If the connection fails or tokens expire, re-authenticate or refresh the token, verify client credentials and redirect URI, and confirm the requested scopes. Check network connectivity and rate limits, then re-test the connection after updates.
Data privacy and scope controls are critical. Use the minimal necessary scopes, protect tokens, and log access for auditing. Follow your privacy policy, comply with data regulations, and implement secure data handling practices.
Yes. You can sync tasks, notes, and tags automatically by using the appropriate POST/PUT endpoints and corresponding actions in Simply-Coach. Map fields carefully and test end-to-end to ensure data integrity across systems.
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