Authenticate using OAuth 2.0 to obtain an access token with the required scope (contacts.readonly). Include the Bearer token in the Authorization header for every request and store tokens securely with rotation policies.
StoryPrompt authenticates to GHL using OAuth 2.0 client credentials or an API key, configured with the appropriate scopes to read contact data. Set up redirect URIs and token handling in your app settings.
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 new contact is created or an existing contact is updated in GHL so StoryPrompt can tailor prompts.
Actions: fetch the contact with GET /contacts/:contactId and push relevant fields into StoryPrompt to customize prompts.
GET /contacts/:contactId
contactId, email, firstName, lastName, phone
Trigger on task creation or update for a contact to advance StoryPrompt workflows.
Actions: read GET /contacts/:contactId/tasks and map task data to prompts; update task status in StoryPrompt as needed.
GET /contacts/:contactId/tasks
taskId, subject, status, dueDate
Trigger when a contact’s notes are added or updated to enrich prompts with context.
Actions: pull GET /contacts/:contactId/notes and feed key notes into StoryPrompt context fields.
GET /contacts/:contactId/notes
noteId, id, content, createdAt
No-code automation to stitch data sources and prompts together without writing code.
Faster workflows with real-time data driving prompts and responses.
Scalability to reuse endpoints for contacts, tasks, and notes across prompts.
Definitions of common terms and processes you’ll encounter when integrating the GHL Contacts API with StoryPrompt, including endpoints, scopes, authentication, and data fields.
Application Programming Interface — a set of rules enabling StoryPrompt to request and receive data from GHL’s Contacts API.
Permissions granted to an app to access a subset of data from GHL (e.g., contacts.readonly).
A specific URL in the API that performs an action, such as retrieving a contact or its tasks.
The standard protocol used to secure and authorize access to GHL APIs, typically via access tokens.
Use contact demographics and history to tailor StoryPrompt responses automatically.
Link task data to prompts so agents can respond with next steps based on overdue items.
Incorporate notes content into prompts for richer context.
Obtain OAuth tokens and configure StoryPrompt to access the Contacts API with the read scope.
Choose endpoints (e.g., /contacts/:contactId, /contacts/:contactId/tasks) and map fields to StoryPrompt prompts.
Create prompts, run test contacts, verify data flows and trigger conditions.
You connect StoryPrompt to the GHL Contacts API by authorizing access and selecting endpoints that expose the contact data you need. Start with a read-only scope to retrieve data like contact details, tasks, notes, and basics. Then map the fields into StoryPrompt prompts. This is a no-code friendly setup that feels like a guided wizard.
With the contacts.readonly scope, you can view contact information without modifying records. Ensure your app only requests the minimum necessary permissions and follow best practices for token security. Use read-only endpoints when building prompts to minimize risk.
Use endpoints like GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes to surface data in StoryPrompt. Endpoints can be combined with webhooks or polling to keep prompts fresh.
Authenticate using OAuth 2.0 to obtain an access token with the required scope, then pass the token in the Authorization header for each request. In StoryPrompt, store tokens securely and rotate as needed.
Yes. Use a sandbox or test data mode if available, or create test contacts and notes. Validate prompts against known data before going live.
Yes, depending on your plan. Monitor rate limits in the API response headers and implement backoff logic in StoryPrompt workflows to avoid hitting limits.
API documentation for the Contacts API is available in the GHL developer portal. Look for guides on authentication, scopes, and endpoint references.
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