How to connect SOS Inventory with the Contacts API

Contacts API x SOS Inventory: Seamless syncing of contact data with your inventory system

How to connect the Contacts API to SOS Inventory

This integration lets you keep contact records in SOS Inventory up-to-date by syncing data from the Contacts API. Map fields like name, email, and phone, and extend the flow to tasks, notes, and appointments for complete visibility.

Authentication for the Contacts API

Access to the Contacts API requires secure credentials with a defined scope (contacts.readonly). Use API keys or OAuth tokens, rotate credentials regularly, and store them securely in your vault. Test credentials in a staging environment before going live.

SOS Inventory authentication

Authorize the SOS Inventory app to access contact data from GHL. Create or retrieve an API key in SOS Inventory, grant the appropriate scope, and configure a safe redirect URL for OAuth flows. Ensure the user account has read access to contacts.

Key API Endpoints

– 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 – 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

Top 3 integration ideas for Contacts API x SOS Inventory

1) Sync New and Updated Contacts

Trigger: a contact is created or updated in the Contacts API.

Actions: upsert the corresponding contact in SOS Inventory, map fields such as name, email, and phone, and maintain a cross-system ID mapping.

PUT /contacts/:contactId

contactId, externalId, email

Top 3 integration ideas for Contacts API x SOS Inventory

2) Attach Tasks to Contacts

Trigger: a new task is created for a contact in the Contacts API.

Actions: create or update a linked task in SOS Inventory for the same contact; sync due dates and status.

POST /contacts/:contactId/tasks

contactId, taskId

Top 3 integration ideas for Contacts API x SOS Inventory

3) Notes and Appointments Sync

Trigger: notes or appointments are added or updated for a contact in the Contacts API.

Actions: push notes and appointment details to SOS Inventory as notes linked to the contact; include timestamps and user info.

POST /contacts/:contactId/notes

contactId, noteId, timestamp

No-code benefits of the Contacts API x SOS Inventory integration

Zero-code setup lets you connect systems without writing custom code.

Automatic data syncing reduces manual data entry and errors.

Faster order processing and better customer service with up-to-date contact data.

Glossary & Key Terms

Key elements include endpoints, triggers, actions, mapping, authentication, and data fields. Use these to design reliable flows between the Contacts API and SOS Inventory.

API

Application Programming Interface—the set of rules that enables software to communicate with GHL and SOS Inventory.

Webhook

A URL callback that notifies your app when data changes so you can react automatically.

OAuth 2.0

A secure authorization framework that grants limited access without sharing passwords.

Endpoint

A specific URL in an API that performs a defined action or returns data.

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Creative ideas for Contacts API x SOS Inventory

Idea 1: Auto-create customers in SOS Inventory from new Contacts API contacts

Automatically create or update SOS Inventory customers when new contacts appear in the Contacts API, with mapped fields and external IDs.

Idea 2: Attach tasks to customers for follow-ups

Link contact tasks to SOS Inventory customer records to track follow-ups, with due dates and statuses synced bidirectionally.

Idea 3: Sync notes for support history

Push support notes from the Contacts API into SOS Inventory to maintain a complete customer history.

3 steps to connect Contacts API with SOS Inventory

Step 1: Prepare credentials and mappings

Collect API keys, map core fields (name, email, phone), and confirm access scopes for both systems.

Step 2: Build automation flows

Create triggers for create/update on contacts, tasks, and notes; configure endpoint calls to keep SOS Inventory in sync.

Step 3: Test and deploy

Test the integration in a sandbox, validate field mappings, then deploy with monitoring and rollback plan.

FAQ

What data can I sync between the Contacts API and SOS Inventory?

You can sync contact data such as name, email, phone, and custom fields from the Contacts API to SOS Inventory, keeping customer records aligned. Define field mappings, test with sample data, and monitor the first runs to ensure data integrity and avoid duplicates.

No-code tools and pre-built connectors let you set up these integrations without writing code. For more complex logic, you can extend flows with lightweight scripting or advanced automation steps.

Use OAuth 2.0 or API keys with scoped access. Rotate credentials regularly and store securely. Employ per-request tokens with short lifetimes for security.

Supported endpoints include retrieving and updating contacts, tasks, notes, and appointments. Create and update operations are supported for most resources. Refer to the ENDPOINTLIST for exact paths and mappings.

Yes, notes and appointments can be synced to SOS Inventory as notes attached to the corresponding contact. You can also store appointment details depending on your data model.

API rate limits vary by plan. If you hit limits, implement exponential backoff, batch requests where possible, and stagger heavy operations.

Endpoint documentation is available in the developer portal and within this page’s ENDPOINTLIST section. You can use that as a quick reference and access deeper docs for each endpoint.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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