Authenticate requests to the Contacts API using your API key and OAuth scopes. Ensure the scope is set to contacts.readonly for read-only flows or include write access when creating or updating contacts.
Securely connect Sunwise to GHL by using OAuth credentials or an API key provided by Sunwise. Store credentials securely and rotate periodically.
GET /contacts/:contactId — Retrieve a single contact\nGET /contacts/:contactId/tasks — Retrieve tasks for a contact\nGET /contacts/:contactId/tasks/:taskId — Retrieve a specific task for a contact\nGET /contacts/:contactId/notes — Retrieve notes for a contact\nGET /contacts/:contactId/notes/:id — Retrieve a specific note\nGET /contacts/:contactId/appointments — Retrieve appointments for a contact\nGET /contacts/ — List all contacts\nGET /contacts/business/:businessId — Retrieve contacts by business\ncontacts.write — Permission scope for writing contacts\nPOST /contacts/ — Create a new contact\nPUT /contacts/:contactId — Update a contact\nDELETE /contacts/:contactId — Delete a contact\nPOST /contacts/:contactId/tasks — Create a task for a contact\nPUT /contacts/:contactId/tasks/:taskId — Update a task\nPUT /contacts/:contactId/tasks/:taskId/completed — Mark a task completed\nDELETE /contacts/:contactId/tasks/:taskId — Delete a task\nPOST /contacts/:contactId/tags — Add tags to a contact
Trigger: When a new contact is added in Sunwise, create a corresponding contact in GHL using POST /contacts/.
Actions: map core fields like name, email, and phone from Sunwise to GHL; optionally create initial tasks or notes using POST /contacts/:contactId/tasks or POST /contacts/:contactId/notes.
POST /contacts/
name, email, phone, company, custom fields
Trigger: Sunwise updates a contact; action: sync changes to GHL via PUT /contacts/:contactId.
Actions: push updated name, email, phone, and company to GHL; refresh related notes or tasks if needed.
PUT /contacts/:contactId
contactId, email, phone, name
Trigger: A new task is created in Sunwise; action: create a task in GHL for the related contact using POST /contacts/:contactId/tasks.
Actions: set task title, due date, and priority; optionally link to the associated contact and pull in description fields.
POST /contacts/:contactId/tasks
contactId, task title, dueDate, priority
Eliminate manual data entry by automatically syncing contacts, notes, and tasks between Sunwise and GHL.
Real-time updates ensure teammates see the latest information without switching apps or copy-pasting data.
Customizable workflows via the Zapier App Connector let you tailor processes to Sunwise operations without coding.
This glossary covers core elements: endpoints, authentication, data mapping, and triggers used to connect Sunwise to the GHL Contacts API.
An Application Programming Interface that enables Sunwise and GHL to communicate and exchange data using defined requests and responses.
A specific URL in the API that performs an action, such as GET /contacts/:contactId.
The method used to verify identity and permissions, typically via API keys or OAuth tokens.
The data sent with an API request or returned in a response, usually in JSON format.
Automatically create a GHL contact when a new Sunwise contact is added, pulling in core fields and assigning initial tasks.
Sync and manage tasks across Sunwise and GHL to keep teams aligned and reduce duplicate work.
Build dashboards and alerts to monitor sync status, errors, and processing times between Sunwise and GHL.
Obtain and securely store your GHL and Sunwise API credentials, and configure the necessary scopes (e.g., contacts.readonly or contacts.write).
In the Zapier App Connector, map Sunwise events to GHL endpoints and specify field mappings for contacts, notes, and tasks.
Run end-to-end tests, verify data integrity, monitor logs, and deploy the integration to production with active monitoring.
Read access requires at least the contacts.readonly scope and appropriate API credentials for GHL. Use read-only endpoints such as GET /contacts/:contactId to pull data into Sunwise without making changes. Ensure your Sunwise app requests only the permissions needed for your workflow.\nFor production, implement least-privilege access and rotate credentials regularly to reduce risk.
Yes. Use write-capable credentials and endpoints like POST /contacts and PUT /contacts/:contactId to create or update records from Sunwise. Map fields carefully to avoid overwriting data unintentionally. Maintain an audit trail of changes for troubleshooting.\nTest changes in a staging environment before going live to prevent data loss.
A good starting point is GET /contacts/:contactId to pull a single contact and verify field mappings. From there, expand to POST /contacts for creation and PUT /contacts/:contactId for updates. This incremental approach helps validate data flow and error handling.\nKeep a reference of required fields and required vs optional mappings to reduce errors.
Use OAuth 2.0 or API keys with secure storage and rotation. Never expose credentials in client-side code. Prefer server-to-server authentication and encrypted storage. Implement token refresh logic and monitor for suspicious activity.\nRegularly review access scopes to ensure they align with the current use case and revoke unused permissions.
When fields don’t align, use a mapping layer to translate Sunwise fields to GHL fields (e.g., Sunwise name to GHL contact name, Sunwise custom fields to GHL custom fields). Consider creating fallback defaults and validation rules to prevent data corruption.\nDocument mappings clearly for future maintenance and onboarding.
API rate limits vary by endpoint and plan. Implement exponential backoff and retry logic, with appropriate error handling and logging. Use batching where possible and stagger requests to avoid spikes.\nMonitor quota usage and alert on threshold breaches to prevent downtime.
Enable logging and dashboards to monitor sync status, success rates, and errors. Review failed records, retry processing, and set up alerts for outages or data mismatches. Regular health checks help maintain reliable integration over time.\nConsider using webhooks or activity logs to trace data movement and diagnose issues quickly.
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Complete Operations Catalog - 126 Actions & Triggers
