Use your GHL developer credentials to authorize API access. Ensure the scope matches your needs (for read access, contacts.readonly).
Grant SmartMatchApp access to your GHL data via OAuth. After authorization, you’ll obtain a token with the required scope to call endpoints.
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
Trigger when a contact is created or updated in Contacts API to keep profiles in SmartMatchApp current.
Actions: fetch contact (GET /contacts/:contactId), pull tasks/notes/appointments; create/update with POST/PUT as needed.
Methods and paths: GET /contacts/:contactId (and related sub-resources)
Key fields: contactId, name, email, phone
Trigger on changes to tasks or notes in Contacts API to reflect in SmartMatchApp
Actions: POST /contacts/:contactId/tasks to create tasks; GET/PUT for tasks; GET /contacts/:contactId/notes to fetch notes
Paths: /contacts/:contactId/tasks, /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger when new contacts are created or existing ones are updated; also track deletions.
Actions: POST /contacts/ to create; PUT /contacts/:contactId to update; DELETE /contacts/:contactId to archive/delete
Paths: /contacts/, /contacts/:contactId
Key fields: contactId, email, status
Rapid setup with no coding required via pre-built templates
Automations that keep contacts, tasks, and notes in sync without custom scripts
Secure, scalable access with granular scopes and OAuth
A quick glossary of the elements and processes used in the GHL Contacts API and SmartMatchApp integration: endpoints, triggers, actions, methods, and key fields.
Application Programming Interface that enables apps to talk to each other and exchange data.
Open Authorization protocol used to grant apps limited access to user data without sharing passwords.
A specific URL where an API service can be accessed and actions performed.
A callback URL that an API uses to notify your app about events as they happen.
Automatically pull additional data from other sources when a new contact is created in Contacts API and surface it in SmartMatchApp.
Create and assign tasks in SmartMatchApp based on contact updates in Contacts API.
Visual dashboards showing data flow between Contacts API and SmartMatchApp.
Register the app in GHL, obtain client ID and secret, and grant required scopes.
Map Contacts API endpoints to SmartMatchApp data fields (contacts, tasks, notes, appointments).
Run tests, verify data sync, and enable monitoring and alerts for failures.
You’ll typically need read or write permissions for contacts and related resources. Start with contacts.readonly for basic access, then request write permissions if you need to create or update data. Verify what scopes your app requires and apply the principle of least privilege. In practice, enable the minimum scope needed for your workflows and adjust as you test your integration.
Yes. You can sync tasks, notes, and appointments using the corresponding endpoints. For example, POST /contacts/:contactId/tasks creates tasks, and GET /contacts/:contactId/notes retrieves notes. Design your automations to reflect changes in either system.
In the GHL console, revoke access from SmartMatchApp under the connected apps or integrations settings. You may also rotate credentials and invalidate tokens. Remember to update your SmartMatchApp configuration after revocation.
Start with GET /contacts/:contactId to verify data retrieval, then expand to related resources like tasks and notes. Use test contacts to validate mappings before going live.
Yes. No-code connectors and templates exist that simplify authentication, endpoint mapping, and basic data sync. Use pre-built recipes to accelerate setup, customizing mappings as needed.
Use OAuth with scoped permissions and secure storage for tokens. Ensure encrypted transmission (TLS) and rotate credentials regularly. Audit access and implement least privilege.
Use a sandbox or staging environment, run a small dataset test, and monitor logs. Confirm that webhooks and polling are functioning before going live.
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Complete Operations Catalog - 126 Actions & Triggers
