To securely access the Contacts API, generate an OAuth2 token or API key and configure SquadCast to include the credentials with each request. Store credentials securely and rotate them regularly.
Authenticate SquadCast with your GHL API by creating a connected app in SquadCast settings and granting the required scopes. Use OAuth or API keys as supported.
Endpoints covered 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; 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 added or updated in SquadCast, create or update the corresponding contact in the Contacts API.
Actions: Create or update contacts using POST /contacts/ and PUT /contacts/:contactId; map core fields like name, email, phone, notes, and associated appointments.
POST /contacts/ (create) and PUT /contacts/:contactId (update)
Key fields: contactId, email, firstName, lastName, phone
Trigger: When a task is created or updated for a Contacts API contact, mirror the change in SquadCast as a task.
Actions: Create or update tasks using POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId; sync title, status, dueDate, and related contact.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, status, dueDate
Trigger: Notes added or updated in SquadCast or Contacts API trigger a note in the other system to keep context in sync.
Actions: Create or update notes using POST /contacts/:contactId/notes; include body, date, and optional metadata.
POST /contacts/:contactId/notes
Key fields: contactId, noteId, body, date
Automate syncing of contacts, tasks, notes and appointments without writing code.
Consolidate data flows to reduce manual updates, duplication, and errors.
Speed up workflows by triggering real-time updates between SquadCast and Contacts API.
Elements include Contacts, Tasks, Notes, and Appointments. The processes cover authentication, endpoint usage, and field mapping for a smooth no-code integration.
A record in the Contacts API representing an individual, including related tasks, notes, and appointments.
A to-do item linked to a contact, with status and due date.
A text entry attached to a contact for context and history.
A scheduled meeting or call linked to a contact, stored with time and attendees.
Create a unified view by syncing core fields, notes, tasks, and appointments across SquadCast and Contacts API.
Set up automatic reminders for due tasks and upcoming appointments tied to contact records.
Enable cross-system search and insights by indexing notes and activities from both systems.
Set up OAuth or API keys in both systems and verify access.
Define field mappings (name, email, phone, notes) and connect endpoints for contacts, tasks, notes, and appointments.
Run end-to-end tests and monitor for errors, then deploy to production.
Answer: The Contacts API integration with SquadCast empowers you to manage contact records, tasks, notes, and appointments across both systems without coding. It provides a unified workflow for creating and updating contacts, syncing related tasks, and attaching notes and appointments to individual contacts. This helps maintain data consistency and accelerates outreach and follow-ups. In practice, you can trigger changes from SquadCast to the Contacts API or vice versa, depending on your automation needs, while maintaining a clean audit trail.
Answer: You can set this up using no-code automation platforms and API keys/OAuth. While some familiarity with API concepts helps, you don’t need to write code. The integration uses standard HTTP requests, field mappings, and endpoint connections. Most teams complete setup by following authentication, mapping, and test steps, then deploying to production.
Answer: For basic sync, you typically need endpoints to create, read, update, and delete contacts (POST /contacts/, GET /contacts/:contactId, PUT /contacts/:contactId, DELETE /contacts/:contactId) plus endpoints to manage related data like tasks (POST /contacts/:contactId/tasks, GET /contacts/:contactId/tasks) and notes (POST /contacts/:contactId/notes, GET /contacts/:contactId/notes). Appointments and tags can be added as needed.
Answer: Authentication is handled via OAuth 2.0 or API keys. Each system issues credentials that are exchanged during setup. Tokens or keys are stored securely and rotated according to your security policy. Scopes define what each app can access (e.g., readonly vs. read/write).
Answer: Yes. You can sync contacts and their tasks, notes, and appointments. The integration supports bi-directional updates, enabling you to reflect changes from SquadCast in Contacts API and from Contacts API in SquadCast, depending on how you configure triggers and actions.
Answer: Test the integration with sandbox or staging environments. Run end-to-end tests that create sample contacts, tasks, notes, and appointments, verify data mapping, monitor for errors, and review logs. Once everything passes, deploy to production with monitoring alerts enabled.
Answer: API rate limits and quotas depend on the provider. Check the official documentation for the Contacts API and SquadCast to understand per-minute limits, burst allowances, and how to handle rate limiting gracefully (e.g., retry-after headers and backoff strategies).
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Complete Operations Catalog - 126 Actions & Triggers
