How to connect Specter to Contacts API

Specter and Contacts API integration: a practical guide

How to connect Contacts API with Specter

Learn how to securely connect Specter to the Contacts API within GHL. This guide covers prerequisites authentication endpoint usage and best practices to ensure reliable data sync for contacts tasks notes and appointments and tags.

Authentication for the Contacts API

Authenticate requests to the GHL Contacts API using your API key or OAuth credentials. Ensure the correct scope contacts.readonly or full access as required.

Specter authentication

Specter authenticates to GHL via API key or OAuth with token refresh and secure storage. Use the recommended scope and rotate credentials regularly.

Core Endpoints for the Contacts API

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; GET /contacts; 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 Connections between Contacts API and Specter

Sync Contacts and Tasks

Trigger: When a contact is created or updated in Specter, push changes to the Contacts API to create or update the matching contact.

Actions: Create or update a contact in the Contacts API and optionally fetch related tasks as needed.

Example method paths: POST /contacts to create, PUT /contacts/:contactId to update

Key fields: contactId, email, firstName, lastName

Top 3 Connections between Contacts API and Specter

Notes and Appointments

Trigger: When notes or appointments are added in Specter, create corresponding records in Contacts API.

Actions: post notes and appointments under the associated contactId.

Paths: POST /contacts/:contactId/notes, POST /contacts/:contactId/appointments

Key fields: contactId, noteId, appointmentId, date

Top 3 Connections between Contacts API and Specter

Tasks and Tags

Trigger: When a task is created or its status changes in Specter, sync with the Contacts API

Paths: POST /contacts/:contactId/tasks, POST /contacts/:contactId/tags

Key fields: contactId, taskId, tagId, status

No code benefits of connecting Specter to Contacts API

Faster setup with no code automation and ready built triggers.

Consistent data across Specter and GHL for better reporting.

Scalable workflows that grow with your use case.

Glossary of Key Terms

This glossary defines terms and processes used in the integration between Specter and the GHL Contacts API.

API

API stands for Application Programming Interface a set of rules that lets apps talk to each other.

Endpoint

An endpoint is a specific URL path used to access a resource or perform an action in an API.

OAuth

OAuth is an authorization framework used to grant limited access to your API without sharing credentials.

Trigger

A trigger is an event that starts an automation or workflow.

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3 Creative ideas for integrating Contacts API with Specter

Automated contact enrichment

Enrich contact data by pulling notes and task history to complete profiles automatically.

Bidirectional data sync

Keep Specter and GHL records aligned with two way updates across core contact data notes tasks and tags.

Workflow templates

Prebuilt automation templates for common use cases like onboarding and client follow ups.

Three steps to connect Specter with Contacts API

Map your fields

Plan which Specter fields map to Contacts API fields for clean data transfer.

Authenticate and test API calls

Set up credentials and run test requests against endpoints to validate connectivity.

Go live and monitor

Deploy the integration and monitor endpoint responses and logs for errors.

Frequently Asked Questions

Is coding required to set up the integration?

No coding is required for basic set ups thanks to prebuilt connectors and trigger templates. You can get started with simple field mappings and test calls without writing code. For advanced scenarios you can customize mappings and workflows using the API endpoints. This keeps the setup accessible while still allowing deep customization when needed.

Supported authentication options include API keys and OAuth. Choose the method that fits your security needs and make sure credentials are stored securely and rotated regularly. The scope should reflect the data you need access to such as contacts.readonly or full access.

Start with essential endpoints like GET /contacts/:contactId and POST /contacts to get basic data in sync. As you grow, add endpoints for notes tasks and tags to unlock richer automation. Always test with sample data before going live.

Use field mapping to align Specter fields with Contacts API fields. Create a mapping plan, test with representative records, and adjust for duplicates or conflicts. This ensures data quality across systems.

Yes, with triggers for notes tasks and tags you can automate many workflows. Pair these with no code dashboards or reports to improve visibility and decision making.

Monitor through API responses and integration logs. Set up alerts for failures and configure retry policies to maintain reliability. Regularly review logs to identify bottlenecks.

Endpoint documentation is available in the API docs section or the endpoint list above. You can reference the 17 core endpoints and the broader 50 endpoint catalog for advanced use cases.

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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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