Use OAuth 2.0 with your GHL API credentials to securely access contact data. You will need a client ID, client secret, and refresh tokens to maintain access.
Sortd for Gmail uses OAuth 2.0 for user authorization to access Gmail data via the API. Configure permissions and consent flow in your app settings.
GET /contacts/:contactId — Retrieve a single contact by ID. GET /contacts/:contactId/tasks — List tasks for a contact. GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task. GET /contacts/:contactId/notes — List notes for a contact. GET /contacts/:contactId/notes/:id — Retrieve a specific note. GET /contacts/:contactId/appointments — List appointments for a contact. GET /contacts/ — List all contacts. GET /contacts/business/:businessId — Retrieve contacts for a business context. contacts.write — Permission to write or modify contact data. POST /contacts/ — Create a new contact. PUT /contacts/:contactId — Update a contact. DELETE /contacts/:contactId — Delete a contact. POST /contacts/:contactId/tasks — Create a new task for a contact. PUT /contacts/:contactId/tasks/:taskId — Update a task. PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed. DELETE /contacts/:contactId/tasks/:taskId — Delete a task. POST /contacts/:contactId/tags — Add tags to a contact.
Trigger: When a new contact is created in Sortd, pull the contact data from the Contacts API and create or update the Sortd contact card.
Actions: Create or update Sortd contact cards, attach related tasks, and fetch notes for a complete view.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: When a task is created or updated in Sortd, sync to the Contacts API and reflect changes in Sortd.
Actions: Create tasks via POST /contacts/:contactId/tasks; update task status and due dates as they change in Sortd.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, status
Trigger: When a note is added in Sortd, push the note to /contacts/:contactId/notes; update appointments as needed.
Actions: Create notes via POST /contacts/:contactId/notes; synchronize appointment data with /contacts/:contactId/appointments.
POST /contacts/:contactId/notes
Key fields: contactId, id, content, date
Automate repetitive contact tasks without writing a line of code.
Create cohesive Gmail-Sortd-CRM workflows with bi-directional data sync.
Reduce manual data entry and keep contact data accurate across apps.
Key elements and processes explained for easy reference during integration.
A person or organization stored in the Contacts API with identifiers such as contactId, name, and email.
A note attached to a contact capturing context or history.
A task linked to a contact with fields like taskId, title, dueDate, and status.
A calendar event associated with a contact; includes date and time.
Automatically tag contacts when matching email patterns are detected and sync tags back to the Contacts API.
Create follow-up tasks in the Contacts API when Sortd assigns tasks to contacts.
Capture Gmail notes into contact notes automatically to enrich CRM history.
Create your OAuth app in the GHL developer console and request access to contacts.readonly and related permissions.
Run the OAuth flow to obtain tokens and test endpoints like GET /contacts/:contactId.
Design multi-step automations in Sortd that leverage Contacts API endpoints to manage contacts, tasks, notes, and appointments.
Answer: The Contacts API lets you read and retrieve contact records, tasks, notes, and appointments. You can fetch specific contacts with GET /contacts/:contactId and explore related data like tasks, notes, and appointments. Access is controlled by the GHL scopes defined in your app configuration. For read-only examples, use GET endpoints to preview data before enabling write permissions.
Answer: No-code options are available via the template automations and Zap-style actions in Sortd; however, to customize beyond default workflows you may add code steps or use webhooks. In most setups, you can achieve substantial automation without writing code. If you need deeper customization, combine Sortd automations with custom endpoints and webhooks as needed.
Answer: Yes, rate limits apply to API calls. Plan requests with sensible intervals and implement exponential backoff. If your integration exceeds quotas, contact support to discuss higher limits or batching strategies. Monitor usage via your GHL developer console and adjust automation triggers accordingly.
Answer: You can test endpoints in a sandbox or using a limited dataset. Use test contacts and tasks to validate flows without impacting live records. Ensure your OAuth tokens are scoped for read-only testing when preferred. Use mock data or a staging environment to verify behavior before production.
Answer: Authentication requires OAuth 2.0 for both GHL and Sortd for Gmail. Configure your app with the appropriate client ID/secret, set the required scopes (e.g., contacts.readonly), and implement the consent flow. Exchange authorization codes for access tokens and refresh them as needed. Keep credentials secure and rotate keys periodically.
Answer: At a minimum, you’ll want GET /contacts/:contactId to read a contact and POST /contacts/ or POST /contacts/:contactId/tasks to create initial records. For a basic workflow, start with reading contacts and attaching simple tasks or notes to verify end-to-end data flow. As you grow, add additional endpoints like notes, appointments, and tags to enrich the integration.
Answer: Yes. You can find example workflows and templates in the Sortd for Gmail integration docs and the GHL API templates. These resources illustrate common patterns like contact-first automations, task sync, and note capture. Use them as a starting point and customize to fit your data model.
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