Authenticate via OAuth 2.0 using your GHL API credentials. Ensure the access token includes the contacts.readonly scope before requesting endpoints such as GET /contacts/:contactId.
Create and configure a SolarWinds Service Desk API key, then enter it into the GHL connector settings to authorize requests to the Contacts API. Keep keys secure and rotate them regularly.
Key endpoints include: GET /contacts/:contactId for a single contact; GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes for related items; GET /contacts/ and GET /contacts/business/:businessId for broader lookups; and create/update/delete actions like POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId. Additional task endpoints allow creating and updating tasks and notes related to a contact.
Triggered when a contact is created or updated in SolarWinds Service Desk to update the GHL records.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
contactId, name, email, phone, businessId
Triggered when a contact is created, updated, or deleted in GHL to SolarWinds.
Actions: POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId
POST /contacts/; PUT /contacts/:contactId; DELETE /contacts/:contactId
contactId, businessId, tags
Triggered when tasks are created, updated, or completed in GHL to SolarWinds.
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
taskId, contactId, status, title
Zero-code setup lets your team integrate data quickly without developers.
Bi-directional data flow enables up-to-date records across systems in real time.
Endless customization with endpoint-level control for automation and reporting.
This glossary defines core terms like Contact, Task, Notes, Business, and the endpoints that power the integration.
A person stored in the Contacts API containing personal data and relationship details.
A to‑do item linked to a contact, with status and due date fields.
A company entity associated with one or more contacts.
Free-form notes attached to a contact to capture conversations or details.
Automatically create a contact in GHL when a new contact is added in SolarWinds Service Desk, reducing manual data entry and speeding up onboarding.
Link tasks between systems so support teams see up-to-date task status in both platforms, improving collaboration.
Consolidate notes from SolarWinds Service Desk and GHL into a single view per contact for complete history.
Obtain OAuth tokens for GHL and generate a SolarWinds API key, then configure the connector with both credentials.
Select the contacts.readonly scope and enable the endpoints you need, such as GET /contacts/:contactId and GET /contacts/.
Run test requests, verify data mapping, and confirm that changes sync in real time.
Permissions must align with the scope requested. For read-only integration, use OAuth tokens or API keys that include the contacts.readonly scope. This ensures your app can retrieve contact data without making changes. Always follow your security policy when storing tokens. If changes to access are required, update the scope and re-authorize.
Writing to or deleting contacts is possible if you enable write permissions in the API key or OAuth scope. However, for a safe, no-code integration, prefer read-only access. If bi-directional write is required, implement proper validation and change management to prevent data loss or conflicts.
Essential read-only endpoints typically include GET /contacts/:contactId, GET /contacts/, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. These provide the data you need for viewing and reporting without modifying records.
Store API keys and tokens securely using a vault or secret manager. Rotate credentials regularly and restrict access to only those who need it. Use encrypted connections (HTTPS) for all API calls and monitor for unusual authentication attempts.
Map contact fields to ensure essential identifiers (contactId), contact name, email, phone, and businessId are correctly aligned. For tasks and notes, map taskId, status, due date, and related contactId to maintain data integrity across systems.
Use the test or sandbox mode if available, run sample requests for each endpoint, and verify that data appears correctly in both systems. Confirm that changes in one system reflect in the other and that rate limits are not exceeded.
Endpoint documentation can be found in your API provider’s developer portal and within the GHL connector documentation. Look for sections on Contacts endpoints, authentication, and rate limits, and review example requests for common tasks.
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