How to connect Stan to Contacts API

Stan + Contacts API: Quickstart guide

How to connect Contacts API to Stan

This guide walks you through securely connecting Stan to the Contacts API to access contacts, tasks, notes, and related data using the GHL API. You’ll learn about authentication, endpoint usage, and best practices for building automated workflows.

Authorization for Contacts API

The Contacts API uses OAuth 2.0. Request an access token with the scope set to contacts.readonly, then include the token in your API requests as a Bearer token. Store tokens securely and refresh before they expire.

Stan authentication steps

1) Register Stan as a connected app in your GHL developer console. 2) Choose the Contacts API with the contacts.readonly scope. 3) Use the client credentials to obtain an access token. 4) Include the token in Authorization headers for API calls.

Supported endpoints for Stan

GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — List tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Get a specific task; GET /contacts/:contactId/notes — Retrieve notes for a contact; GET /contacts/:contactId/notes/:id — Get a specific note; GET /contacts/:contactId/appointments — List appointments for a contact; GET /contacts/ — List contacts; GET /contacts/business/:businessId — List contacts for a business; POST /contacts/ — Create a contact; PUT /contacts/:contactId — Update a contact; DELETE /contacts/:contactId — Delete a contact; POST /contacts/:contactId/tasks — Create a task for a contact; PUT /contacts/:contactId/tasks/:taskId — Update a task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add tags to a contact.

Top 3 ways to connect Stan to Contacts API

Fetch a single contact

Use when you need the exact contact details for a given contactId.

Actions: get contact details, read basic fields, and optionally pull related data like tasks or notes.

GET /contacts/:contactId

Key fields: contactId, name, email, phone

Top 3 ways to connect Stan to Contacts API

List a contact's tasks

Trigger when you need to review tasks for a contact.

Actions: fetch /contacts/:contactId/tasks, filter by status.

GET /contacts/:contactId/tasks

Key fields: taskId, title, dueDate, status

Top 3 ways to connect Stan to Contacts API

Retrieve contact notes

Use when documenting customer interactions.

Actions: list notes via GET /contacts/:contactId/notes and view content.

GET /contacts/:contactId/notes

Key fields: id, content, date

No-code benefits for Stan using the Contacts API

Build powerful dashboards that surface contact details, tasks, and notes without writing code.

Automate data syncing between GHL and Stan workflows to streamline outreach.

Keep data secure with scoped access and token-based authentication.

Key terms and glossary

A quick glossary of terms used in this guide, plus core processes to connect Stan with the Contacts API.

API

Application Programming Interface that enables access to data and actions without exposing internal systems.

OAuth 2.0

Authorization framework for obtaining access tokens to call APIs on behalf of a user or app.

Endpoint

A URL path that represents a resource or action in an API.

Access Token

A time-limited credential used to authorize API requests.

People also Search for:

Creative ideas for Stan + Contacts API

Onboard new contacts automatically

Pull new contacts via GET /contacts/:contactId as they sign up, and auto-create tasks in Stan for follow-ups.

Automate task triage

Use endpoints to assign tasks to teams based on contact attributes captured.

Notes-driven insights

Sync notes to Stan dashboards to reveal sentiment and engagement trends.

3 simple steps to connect Contacts API with Stan

Create and configure a GHL API app

Register the Stan app in GHL, enable the Contacts API scope, and obtain client credentials.

Authenticate and authorize Stan

Use OAuth 2.0 to request an access token with readonly scope for Contacts API.

Test endpoints and go live

Make test calls to endpoints like GET /contacts/:contactId to verify data flow.

Frequently asked questions

What is the Contacts API and what can I do with it in Stan?

The Contacts API lets Stan retrieve and interact with contact data, including tasks, notes, and appointments, through standardized endpoints. This enables you to automate workflows and build insights without manual data entry. By authenticating with OAuth 2.0 and using the provided endpoints, Stan can safely access only the data you authorize via the scope.

No, you can start with a developer or test GHL account to prototype the integration. Some features may require a paid plan depending on your usage and GHL’s terms. Always verify access in your environment.

Readonly scope allows viewing contacts, tasks, notes, and related resources. It prevents modification unless you request write permissions. This helps you implement reporting and monitoring without risking data changes.

Tokens typically expire and can be refreshed using the refresh token flow or by re-authenticating. Implement automatic token refresh in Stan to ensure uninterrupted access.

Yes. You can paginate or batch requests to retrieve data for multiple contacts. Plan for rate limits and implement proper error handling. Design retry logic and caching to keep your workflows fast and reliable.

The endpoints are documented in your GHL developer portal and in this page. You can start with the list shown in the Endpoint List section. Use the Endpoint List as a reference for building your Stan automations and testing calls.

Follow standard security practices: use HTTPS, rotate credentials, and store tokens securely. Respect rate limits and least-privilege access. Regularly audit permissions and rotate secrets to minimize risk.

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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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