Authorize requests with a secure API token and the defined scope (typically contacts.readonly for reading data). Use OAuth where available and keep tokens securely stored.
Connect Societeinfo to the GHL API through Zapier App Connector by providing credentials, enabling token refresh, and securing storage of keys for uninterrupted data flow.
GET /contacts/:contactId — fetch a single contact; GET /contacts/:contactId/tasks — retrieve tasks for a contact; GET /contacts/:contactId/tasks/:taskId — retrieve a specific task; GET /contacts/:contactId/notes — fetch notes for a contact; GET /contacts/:contactId/notes/:id — fetch a specific note; GET /contacts/:contactId/appointments — retrieve appointments; GET /contacts/ — list contacts; GET /contacts/business/:businessId — fetch by business; POST /contacts/ — create a contact; PUT /contacts/:contactId — update a contact; DELETE /contacts/:contactId — delete a contact; POST /contacts/:contactId/tasks — create a task; PUT /contacts/:contactId/tasks/:taskId — update a task; PUT /contacts/:contactId/tasks/:taskId/completed — mark a task completed; DELETE /contacts/:contactId/tasks/:taskId — delete a task; POST /contacts/:contactId/tags — add a tag to a contact; scope: contacts.readonly and write as needed.
Trigger: A new or updated contact in GHL fires a sync to Societeinfo.
Actions: Create or update the corresponding contact in Societeinfo; map fields such as name, email, phone, company, and custom fields.
Method Path: POST /contacts/ to create; PUT /contacts/:contactId to update.
Key fields: external_id, email, name.
Trigger: Creation or update of a task in GHL.
Actions: Create or update the related task in Societeinfo; reflect status changes and due dates.
Method Path: POST /contacts/:contactId/tasks to create; PUT /contacts/:contactId/tasks/:taskId to update; DELETE as needed.
Key fields: taskId, contactId, title.
Trigger: New note or appointment added in GHL.
Actions: Create corresponding notes or appointments in Societeinfo; ensure proper time formatting and reminders.
Method Path: POST /contacts/:contactId/notes; POST /contacts/:contactId/appointments.
Key fields: note_id, appointment_id, contactId.
Fast, no-code setup with Zapier App Connector to connect endpoints and automate workflows.
Maintain data consistency across GHL and Societeinfo without manual exports or imports.
Flexible triggers, actions, and field mappings that scale with your business needs.
This guide uses the GHL Contacts API, the Societeinfo app, and the Zapier App Connector to move data. Key elements include endpoints, authentication, field mapping, and error handling.
A specific URL in an API that performs a defined operation (for example, GET /contacts/:contactId).
A token that authenticates API requests on behalf of a user or app.
A defined level of access granted to an API key or token (e.g., contacts.readonly).
The component that connects apps and APIs via Zapier, enabling no-code automations.
Automatically enrich Societeinfo records with missing fields when a contact is updated in GHL, using field mappings and fallback rules.
Create and synchronize tasks in Societeinfo based on GHL task events to boost team productivity and accountability.
Sync notes between GHL and Societeinfo to maintain a complete activity history across platforms.
Decide which data fields to sync and how to map between GHL and Societeinfo for accurate data parity.
Create triggers and actions, configure authentication, and define field mappings between apps.
Run end-to-end tests, verify error handling, and deploy the automation to production with monitoring.
The GHL Contacts API provides programmatic access to contact data in your GHL account, exposing endpoints to read and modify contacts, tasks, notes, and more. Use an API token or OAuth2 authentication depending on your setup, and apply the appropriate scopes such as contacts.readonly for safe reads. Ensure you follow rate limits and implement proper error handling.
Societeinfo can receive and synchronize contacts, tasks, notes, and appointments from GHL via Zapier App Connector. By mapping fields and setting triggers, you can keep records up to date across both systems without manual imports. Tailor the flow to include enrichment, reminders, and activity history.
No traditional coding is required thanks to Zapier App Connector. You will configure triggers, actions, and field mappings in a guided UI. Some basic understanding of data fields and endpoints will help you design robust workflows.
Security is maintained through API tokens, OAuth where supported, and scoped access. Tokens are stored securely, and you should rotate credentials regularly. Use secure connections (HTTPS) and apply least-privilege permissions for each integration.
Yes. You can sync tasks, notes, and appointments in addition to contacts. This creates a cohesive activity timeline and ensures teams stay aligned across GHL and Societeinfo.
Authentication typically requires an API token or OAuth credentials with an enabled scope (e.g., contacts.readonly). You’ll configure these in the Zapier App Connector and refresh tokens as needed to maintain access.
If you encounter errors, check the API response codes and messages in Zapier, verify endpoint mappings, confirm IDs (contactId, taskId, etc.), and review field mappings for correctness. Enable retries and logging to diagnose intermittent issues.
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Complete Operations Catalog - 126 Actions & Triggers
