GHL uses OAuth 2.0 tokens scoped to contacts.readonly. SolarMarket will request and securely store tokens to access contacts, tasks, notes, and appointments.
SolarMarket authenticates to GHL with OAuth 2.0 and obtains an access token with the scope contacts.readonly. Refresh tokens maintain access without reauth.
1) GET /contacts/:contactId – retrieve a single contact. 2) GET /contacts/:contactId/tasks – fetch a contact’s tasks. 3) GET /contacts/:contactId/tasks/:taskId – details of a specific task. 4) GET /contacts/:contactId/notes – contact notes. 5) GET /contacts/:contactId/notes/:id – a note by ID. 6) GET /contacts/:contactId/appointments – upcoming appointments. 7) GET /contacts/ – list contacts. 8) GET /contacts/business/:businessId – contacts for a business. 9) POST /contacts/ – create a contact. 10) PUT /contacts/:contactId – update a contact. 11) DELETE /contacts/:contactId – delete a contact. 12) POST /contacts/:contactId/tasks – create a task for a contact. 13) PUT /contacts/:contactId/tasks/:taskId – update a task. 14) PUT /contacts/:contactId/tasks/:taskId/completed – mark task complete. 15) DELETE /contacts/:contactId/tasks/:taskId – delete a task. 16) POST /contacts/:contactId/tags – tag a contact.
Trigger: New or updated contact in GHL; SolarMarket fetches contact details and related tasks.
Actions: Sync contact data, pull tasks and notes, update SolarMarket records, and trigger follow ups.
GET /contacts/:contactId
contactId, name, email
Trigger: Daily midnight sync for all contacts.
Actions: Create or update contacts, fetch related tasks and notes, consolidate into SolarMarket.
GET /contacts/
contactId, businessId, name
Trigger: Task updated or completed in GHL.
Actions: Update corresponding SolarMarket task, set reminders, and notify teams.
PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId, status
Fast, no code data sharing between SolarMarket and your GHL Contacts data.
Automated task creation, notes, and appointment syncing to reduce manual data entry.
Scalable integrations with built in templates and error handling.
Key API concepts and processes used to connect SolarMarket with GHL via REST endpoints and OAuth security.
A set of rules that lets SolarMarket interact with GHL data programmatically.
The process of verifying identity and granting access tokens for API calls.
A specific URL that performs an operation or returns data in the API.
A callback URL that GHL can send events to for real time updates.
Pull live contact data via GET /contacts/:contactId and surface a health score in SolarMarket.
Automatically create follow up tasks when new contacts are added, based on criteria.
Aggregate notes and appointments from GHL into SolarMarket for a complete activity history.
Obtain OAuth tokens with scope: contacts.readonly and authorize SolarMarket to access contact data.
Set up calls to endpoints 1-7 based on your use case (read only sample).
Run test requests, enable webhooks for changes, and monitor for errors.
The Contacts API calls in this setup use the scope contacts.readonly. This scope allows SolarMarket to read contact data, tasks, notes, and appointments, enabling informative dashboards and automations without enabling write access. If you later need to modify data, you would request a broader scope such as contacts.write. Always apply the principle of least privilege for security.
No coding is required for standard integrations. SolarMarket provides no code connectors that can call the listed endpoints and fetch data. For more advanced automation, you can add custom logic or use webhooks to push events into SolarMarket when changes occur in GHL.
The core endpoints include retrieving a single contact, a contact’s tasks, notes, and appointments, as well as listing contacts and creating or updating records. Start with GET /contacts/:contactId and GET /contacts/:contactId/tasks to build a read only view, then expand to POST, PUT, and DELETE as your permissions allow.
Authentication is handled via OAuth 2.0. SolarMarket obtains an access token scoped to contacts.readonly, and uses a refresh token to maintain access. Store tokens securely and follow best practices for token rotation and revocation.
Yes. You can trigger syncing of tasks, notes, and contacts automatically. Use the read endpoints to pull data and webhooks or scheduled syncs to keep SolarMarket updated with GHL changes.
Webhooks are supported for real time updates. When enabled, changes in GHL can push events to SolarMarket, reducing polling and enabling near real time data flows.
If a connection fails, SolarMarket should retry after a backoff period, log the error, and notify an admin. Ensure tokens are valid and endpoints are reachable, and consider fallbacks or alternate endpoints if a service is temporarily unavailable.
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Complete Operations Catalog - 126 Actions & Triggers
