Access the Contacts API using secure OAuth tokens with scopes limited to contacts.readonly for read operations. Store tokens securely and rotate them per your security policy.
Authorize the Site24x7 app to access your GHL Contacts data via OAuth or an API token, then select the appropriate permissions to read and manage contacts and tasks.
1) GET /contacts/:contactId 2) GET /contacts/:contactId/tasks 3) GET /contacts/:contactId/tasks/:taskId 4) GET /contacts/:contactId/notes 5) GET /contacts/:contactId/notes/:id 6) GET /contacts/:contactId/appointments 7) GET /contacts/ 8) GET /contacts/business/:businessId 9) permissions: contacts.write 10) POST /contacts/ 11) PUT /contacts/:contactId 12) DELETE /contacts/:contactId 13) POST /contacts/:contactId/tasks 14) PUT /contacts/:contactId/tasks/:taskId 15) PUT /contacts/:contactId/tasks/:taskId/completed 16) DELETE /contacts/:contactId/tasks/:taskId 17) POST /contacts/:contactId/tags
Trigger: on demand sync by requesting a contact record from Site24x7 or when a workflow runs to fetch current data.
Actions: fetch contact details, list tasks, list notes to surface a complete contact profile.
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
contactId, taskId, noteId, fields to include
Trigger: new or updated contact in Site24x7 triggers a corresponding record in GHL.
Actions: create or update contact using POST /contacts/ and PUT /contacts/:contactId.
POST /contacts/; PUT /contacts/:contactId
name, email, phone, custom fields
Trigger: when a task is created, updated, or completed on a contact.
Actions: create task, update task, mark completed, add notes to a contact.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; GET /contacts/:contactId/notes
contactId, taskId, status, dueDate, notes
Zero code setup with a visual connector that surfaces data between GHL and Site24x7 without writing code.
Fast time-to-value with ready-made endpoints and mapping templates that accelerate automation.
Seamless data synchronization and task automation across platforms to improve team productivity.
Core elements and processes you will use when configuring the integration and mapping data.
A defined interface that allows two software systems to communicate and exchange data.
A specific URL path in an API that performs a defined function.
The process of proving identity and authorizing access to API resources.
A callback mechanism where the API notifies your system about events.
Trigger onboarding steps in Site24x7 as soon as a new contact is added in GHL.
Aggregate contact activity and send a digest to your team via Site24x7.
Automatically create Site24x7 tasks when contact milestones are hit in GHL.
Obtain OAuth tokens and configure scopes such as contacts.readonly for secure access.
Enter app credentials, authorize, and select the endpoints you want to use.
Map contact fields like name and email, and run end-to-end tests to verify data flow.
You can authenticate with OAuth tokens and API keys, restricted to the necessary scope. Always follow your security policy when storing tokens. Rotate credentials regularly and use least privilege access. The integration supports read-only access by default for safer data handling.\nIn practice, create a spare test environment to validate permissions before going live.
The integration exposes a set of REST endpoints such as retrieving a contact, listing tasks, notes, and appointments, as well as creating and updating contacts and tasks. Depending on your plan, you may access business data and perform write operations like POST, PUT, and DELETE where allowed.\nReview the endpoint list carefully to match your automation needs.
Yes. You can create new contacts with POST /contacts/ and update existing ones with PUT /contacts/:contactId. Site24x7 can trigger these actions as part of a workflow. Ensure required fields are mapped and validated.\nTest the create/update flow in a sandbox before production.
Map fields such as name, email, phone, and custom fields between GHL and Site24x7 using the field mapping feature in the connector. Use consistent data formats and validation to prevent mismatches.\nLeverage sample templates to speed setup.
No code is required if you use the no-code connector and prebuilt templates. You can configure triggers, actions, and field mappings via a UI without writing code. For advanced scenarios, you can inject custom scripts in optional steps.
Data transfers occur over secure HTTPS with token-based authentication. Tokens are stored securely and rotated regularly. You can enable audit logs to monitor access and activity between GHL and Site24x7.
Use the test feature in the connector to run sample calls against the endpoints. Validate data integrity by comparing source values with destination fields and verify task creation, updates, and note retrieval.
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Complete Operations Catalog - 126 Actions & Triggers
