Use the API access method provided by your GHL account. The Contacts API requires a valid API key with the appropriate scope (for this page, contacts.readonly is assumed; write access can be added if needed). Keep keys secret and rotate them regularly.
In your integration tool, configure a connection to the GHL Contacts API using the API key. Test the connection to ensure secured access before enabling triggers and actions.
Available endpoints you can leverage in this integration include: 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 contacts.write 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 when a contact is updated or a new task is added to that contact.
Actions can include creating, updating, or tagging tasks, notes, and reminders in Contacts API, then surfacing results in Speak Ai.
Endpoint path example: GET /contacts/:contactId to fetch data, then POST /contacts/:contactId/tasks to create follow-up work.
Key fields: contactId, tasks, taskId, status.
Trigger when notes are added or updated: GET /contacts/:contactId/notes.
Actions: fetch notes, create or update notes, and push summary insights into Speak Ai dashboards.
Endpoint path examples: GET /contacts/:contactId/notes or POST /contacts/:contactId/notes.
Key fields: contactId, noteId, notes content.
Trigger when insights generate tasks or reminders for a contact.
Actions: create tasks via POST /contacts/:contactId/tasks and update task status with PUT /contacts/:contactId/tasks/:taskId/completed.
Endpoint examples: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId/completed.
Key fields: contactId, taskId, status, dueDate.
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Centralize data exchange so teams stay aligned without custom development.
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A quick glossary of terms, endpoints, and processes used when connecting Speak Ai to the Contacts API.
An application programming interface that enables data exchange between Speak Ai and the Contacts API.
OAuth 2.0 is the authorization framework used to grant Speak Ai access to your GHL data securely.
A specific URL on the API that performs a function, such as retrieving a contact or updating a task.
A callback URL that receives real-time updates from an API when an event occurs.
When a new contact is added, automatically create a welcome task in Contacts API and surface a summary in Speak Ai.
Pull contact notes into Speak Ai to generate sentiment and engagement insights.
Combine contacts data, tasks, and notes into Speak Ai dashboards for executive insights.
Obtain your GHL API key and ensure the scope is set to include contacts.readonly (and write if needed). Store keys securely.
Set up the API connection in Speak Ai or Zapier using the API key, then test the connection and secure it with best practices.
Map endpoints like GET /contacts/:contactId and POST /contacts/:contactId/tasks to triggers and actions in Speak Ai to automate workflows.
For most read-only automations, a read-only scope is sufficient. If you need to create or update records, request write access via your GHL admin. The key is to secure your API keys and minimize permissions to what is strictly necessary. Always test in a sandbox or staging environment before going live. Tip: rotate API keys regularly and use environment variables in your integration platform to keep credentials secure.
Common endpoints include GET /contacts/:contactId to retrieve a contact, GET /contacts/:contactId/tasks to list tasks, GET /contacts/:contactId/notes for notes, and POST /contacts/:contactId/tasks to create tasks. For updates, use PUT on the contact or task endpoints, and for cleanup, DELETE /contacts/:contactId. This will vary by your workflow.
Store API keys in a secure vault or environment variable, rotate them regularly, and restrict access to only those team members who need it. Use OAuth or API key rotation workflows where available and monitor key usage for anomalies.
Yes. You can create tasks using POST /contacts/:contactId/tasks. You can also update or mark complete with PUT /contacts/:contactId/tasks/:taskId/completed.
Yes. You can fetch notes via GET /contacts/:contactId/notes and appointments via GET /contacts/:contactId/appointments. You can also write notes with POST /contacts/:contactId/notes if your scope allows.
GHL may enforce rate limits on API requests. If you hit a limit, implement exponential backoff and pacing in your workflow. Review your plan’s quotas and contact support if you need higher limits.
You can monitor connection status in your integration platform dashboard, test connections from the API connector, and review recent activity logs for any errors. Enable alerts for failures.
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