Use your GHL API credentials to authorize access to the Contacts API. This typically involves creating an API key or OAuth token with the contacts.readonly scope and granting Smith-ai permission to read and retrieve contacts, notes, tasks, and appointments.
In Smith-ai, configure the app’s connection to GHL by entering the API base URL, client ID, client secret, and the required scope. Test the connection to ensure endpoints respond correctly.
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; GET /contacts/; 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 new contact is created or updated in Smith-ai.
Actions: create or update the corresponding contact in GHL; attach relevant notes and tasks.
PUT /contacts/:contactId
Key fields: contactId, email, name, phone
Trigger: when a task is created or updated in Smith-ai.
Actions: upsert task in GHL under the related contact.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status, dueDate
Trigger: when a note is added in Smith-ai.
Actions: create a note in GHL linked to the contact.
POST /contacts/:contactId/notes
Key fields: contactId, noteId, content
No-code setup lets you start syncing data in minutes without hiring engineers.
Automated data flows reduce manual data entry and errors.
Quick testing and iteration with built-in triggers and actions.
This section defines critical components: endpoints, triggers, actions, authentication, and data mapping used to connect Smith-ai with GHL Contacts API.
A specific URL path that performs an operation against the API to retrieve or modify data.
An event-based notification that starts a workflow when something happens in Smith-ai or GHL.
The credentials and flow used to verify and authorize access to the API (API keys, OAuth tokens).
The process of aligning data fields between Smith-ai and GHL so that records sync correctly.
Automatically tag new contacts in GHL based on source or conversation content in Smith-ai for easier segmentation.
When Smith-ai captures a note or call, create a follow-up task in GHL.
Summarize Smith-ai conversations as notes in the relevant contact in GHL.
Generate or locate your API key or OAuth credentials for the Contacts API and set the required scope.
Define triggers in Smith-ai and map to GHL actions like create/update contact, tasks, and notes.
Run tests, validate data mapping, and enable automatic syncing.
You can sync contacts, notes, tasks, and appointments between Smith-ai and GHL Contacts API. Data flows are bidirectional where supported, with read-only scope limiting writes to the app side unless configured for write access. Ensure you grant appropriate permissions and test thoroughly.
No-code options exist via prebuilt actions and triggers. You can connect through a wizard or integration app like Zapier or the direct connector. For advanced needs, you may add custom mappings using the API and webhooks.
Data is transmitted over secure connections (HTTPS) and stored according to your account’s data policy. API keys and OAuth credentials should be kept private. Review your security settings in both Smith-ai and GHL.
Rate limits depend on your GHL plan and the endpoints used. If you hit a limit, implement backoff retries and staggered calls. The integration supports batching for efficiency where available.
Yes. Map fields between systems, choose triggers, and customize which actions are executed when events occur. The wizard guides you through field matching.
Check API keys, test endpoints with sample data, and verify webhooks. Review error messages and enable verbose logging if needed. Re-check authentication scopes.
Yes. Our support team can assist with setup and ongoing maintenance through support channels. You can also rely on self-service documentation.
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Complete Operations Catalog - 126 Actions & Triggers
