Authenticate securely using OAuth 2.0 with your GHL API credentials and request scopes aligned to contacts.readonly and related endpoints.
Steady uses OAuth or API key-based flow to authorize access to your Contacts data and to perform actions per the configured triggers and tasks.
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 created or updated in Steady
Actions: sync core contact fields, attach tasks, add notes, and update tags
Endpoint: POST /contacts/ to create, or PUT /contacts/:contactId to update
Key fields: id, email, firstName, lastName, phone
Trigger: new or updated appointments in Contacts API
Actions: create/update tasks, notes, reminders
Endpoint: PUT /contacts/:contactId/tasks/:taskId or POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: tag added or removed on a contact
Actions: assign, remove, or sync tags on contact records
Endpoint: POST /contacts/:contactId/tags
Key fields: contactId, tag
Automation without code to streamline contact data flow
Real-time data syncing across apps for up-to-date records
Scalable workflows that grow with your business
This glossary covers terms and processes used throughout the integration between Steady and the Contacts API.
A person in your CRM with identifying details like name, email, and phone.
A unit of work to be completed for a contact, such as follow-up or note creation.
A memo attached to a contact that can include details or instructions for team members.
A URL path for accessing a resource in the API, used to perform operations.
Automatically create new contacts in the Contacts API from Steady leads.
Create follow-up tasks when appointments are scheduled in Steady.
Tag contacts based on interactions to tailor outreach.
Enter credentials, authorize, and select the Contacts API scope.
Choose triggers (contact create/update) and actions (sync fields, create tasks).
Run tests and push to live environment.
No code is required to set up the basic connection. The platform provides a guided setup to connect Steady with Contacts API using OAuth credentials. If you need advanced automation, you can extend with conditional logic and multi-step workflows.
Supported endpoints include creating, reading, updating, and deleting contacts, tasks, notes, appointments, and tags. You can tailor which endpoints you invoke based on your workflow.
Yes. OAuth 2.0 with token rotation and scoped permissions keeps data secure. Steady stores tokens securely and follows best practices for API access.
Use test mode or a sandbox account to validate triggers and actions without affecting production data.
Real-time syncing can be set up for selected objects like contacts and tasks, ensuring near-immediate updates across apps.
If a call fails, the integration retries and surfaces meaningful error messages for quick remediation.
Consult the official docs, API reference, and solution guides for deeper dives and best practices.
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Complete Operations Catalog - 126 Actions & Triggers
