Authenticate the Contacts API via the Zapier App Connector using OAuth 2.0 and the required API scopes (contacts.readonly). You’ll generate a client ID and secret in the GHL developer dashboard and grant access to read contact data, tasks, notes, and more.
Authorize SoTellUs to connect to the Contacts API by granting the requested permissions in the connection flow and selecting the appropriate access scopes.
– 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
Trigger: A contact is created or updated in SoTellUs to push changes to the Contacts API.
Actions: create or update a contact, sync notes, and attach tasks as needed.
GET /contacts/:contactId
id, email, firstName, lastName, phone
Trigger: New or updated tasks for a contact in SoTellUs trigger updates in the Contacts API.
Actions: create or update tasks for a contact and reflect status changes.
GET /contacts/:contactId/tasks
taskId, title, dueDate, status, completed
Trigger: Notes for a contact are added or updated to sync with the Contacts API.
Actions: create or update notes for a contact; maintain a complete notes history.
GET /contacts/:contactId/notes
id, noteId, content, createdAt
Automate repetitive tasks without writing a line of code
Move data between SoTellUs and your CRM in real time with secure, managed flows
Build multi-step workflows with conditional logic and error handling
This glossary defines common terms, data elements, and processes used when integrating SoTellUs with the Contacts API via GHL.
Application Programming Interface: a set of rules that lets apps communicate and share data.
OAuth 2.0 is an authorization framework that enables apps to obtain limited access tokens for API calls.
A specific URL path in an API that performs a function, such as retrieving or updating a contact.
JavaScript Object Notation: a lightweight data-interchange format used by APIs.
Automatically enrich contact records in SoTellUs with data pulled from the Contacts API as soon as it changes.
Create tasks in the Contacts API based on notes or activities logged in SoTellUs.
Generate unified reports combining SoTellUs data with Contacts API metrics for insight-driven decisions.
In GHL, create a new app connection and obtain client credentials to authorize access to the Contacts API.
Define how SoTellUs fields map to Contacts API fields and select the endpoints you’ll use.
Run test transactions, verify data flow, and then deploy to production.
The Contacts API uses OAuth 2.0 for secure access. You’ll authenticate via the Zapier App Connector and approve the requested scopes. Use your GHL developer credentials to configure the client ID and secret. Once connected, your app can query contact data with read permissions. In production, rotate credentials regularly and monitor token lifetimes.
The available endpoints cover core CRUD operations and related data: contacts, tasks, notes, and appointments. You can list, retrieve, create, update, and delete as needed, depending on the endpoint and your plan. Always test endpoints in a sandbox before going live.
No-code setup is possible using the Zapier App Connector. Configure triggers, actions, and searches without writing code. For advanced needs, you can add custom fields and mappings in the connection settings.
Use the built-in test flow in Zapier to simulate transactions. Validate data mappings, test all triggers and actions, and review the task history. Once tests pass, switch to production mode.
Yes. You can sync notes and tasks in addition to basic contact records. Map note fields and task fields to ensure complete historical data flows between SoTellUs and the Contacts API.
Rate limits depend on your API plan. Monitor usage in the GHL dashboard and implement retries with exponential backoff to handle transient errors gracefully.
Field mapping is done in the connection setup. Identify required fields on both sides and map them one-to-one. Use sample data and test thoroughly to ensure data integrity.
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Complete Operations Catalog - 126 Actions & Triggers
