Use OAuth 2.0 with the scope applied: contacts.readonly. Retrieve access tokens securely and refresh them before expiry.
Sphere uses tokens to authorize requests to the Contacts API. Store credentials securely and rotate tokens regularly.
– 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 new contact is created in Sphere, fetch the contact and its related tasks to surface immediately.
Actions: GET /contacts/:contactId and GET /contacts/:contactId/tasks to pull full context.
GET /contacts/:contactId, GET /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: Updates in Sphere push to the Contacts API notes and tags.
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/tags, PUT /contacts/:contactId
GET /contacts/:contactId/notes, POST /contacts/:contactId/tags, PUT /contacts/:contactId
Key fields: contactId, noteId, tagId
Trigger: Create a task when a Sphere action requires follow-up.
POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, status
Automate routine updates: keep contact data, tasks, and notes in sync without writing code.
Accelerate workflows: trigger actions in Sphere when changes occur in the Contacts API.
Scale easily: reuse endpoint patterns for new data types like notes, appointments, and tags.
Core elements include contacts, tasks, notes, appointments, and tags. Core processes cover authentication, endpoint calls, and data mapping between Sphere and the Contacts API.
A person in Sphere with associated tasks, notes, and tags via the Contacts API.
A to-do item linked to a contact.
A piece of information attached to a contact.
A label used to categorize contacts or tasks.
Use the /contacts/:contactId/tasks endpoint to create tasks automatically when a new note is added.
Pull /contacts/:contactId/notes into Sphere to show a complete activity history.
Use /contacts/:contactId/tags to categorize and trigger automations within Sphere.
Obtain OAuth 2.0 tokens with the required scopes (contacts.readonly) and securely store them.
Define the endpoints to pull contacts, notes, and tasks and map fields to Sphere fields (contactId, noteId, taskId, etc.).
Run tests, verify data sync, and enable live automations between Sphere and the Contacts API.
Start by obtaining an OAuth 2.0 token with the scopes required (contacts.readonly). Store tokens securely and refresh them before expiry. Use the token in the Authorization header for each request to the endpoints listed in the integration guide.
A comprehensive set of endpoints covers contacts, tasks, notes, appointments, and business data. Examples include GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId/tasks, and GET /contacts/:contactId/notes.
Yes. Use PUT and POST endpoints to modify tasks, add notes, and manage tags. Ensure proper permissions and validation in your Sphere workflows to avoid conflicts.
Respect API rate limits by batching requests and implementing exponential backoff. Monitor quotas in your GHL developer console and scale back when nearing limits.
A sandbox environment is recommended for testing APIs and data mappings before live use. Use test contacts and dummy data to validate your Sphere workflows.
Create a mapping schema that aligns Sphere fields with GHL fields (contactId, taskId, notes, etc.). Test mapping with sample records to verify correctness and handle data types.
Webhook support depends on your Sphere setup; leverage polling if webhooks are not available. If supported, configure topic subscriptions in the GHL side and route to Sphere automations.
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Complete Operations Catalog - 126 Actions & Triggers
