To access the Contacts API, authorize SureForms with GHL using the required scope: contacts.readonly for read access. For actions, you may request broader scopes in your app settings. Store tokens securely and rotate them as needed.
In SureForms, connect to the Contacts API by starting the OAuth flow from the app dashboard. Once granted, your access token is stored securely and refreshed automatically.
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; contacts.write; 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: New contact created in Contacts API
Actions: Create a task via POST /contacts/:contactId/tasks, add notes via POST /contacts/:contactId/notes, and tag the contact with POST /contacts/:contactId/tags
POST /contacts/:contactId/tasks
Required key fields: contactId, title, dueDate
Trigger: New or updated notes for a contact in Contacts API
Actions: Create or update notes via POST /contacts/:contactId/notes and reflect appointment data using available endpoints to keep SureForms in sync
POST /contacts/:contactId/notes; GET /contacts/:contactId/appointments
contactId, id, content
Trigger: Contact updated in Contacts API
Actions: Update contact fields via PUT /contacts/:contactId and sync related tasks via PUT /contacts/:contactId/tasks/:taskId
PUT /contacts/:contactId
contactId, updatedFields
Drag-and-drop automation to connect Contacts API with SureForms without writing code
Centralized data flow: a single source of truth for contacts, notes, and tasks
Real-time synchronization of tasks and notes across platforms
Key elements include endpoints, triggers, actions, methods, and fields. This section helps you understand the building blocks of your GHL + SureForms integration.
Application Programming Interface: a defined set of rules that lets software applications communicate with one another.
A specific URL path in an API that performs a function when called with an HTTP method (GET, POST, PUT, DELETE).
An authorization framework that enables apps to securely access user data without requiring passwords.
Permissions that define what an app can access within the API.
Automatically generate onboarding tasks when a new contact is created in the Contacts API, saving time for your team.
Automatically save client notes from SureForms back to the Contacts API and associate them with the right contact record.
Push calendar events and reminders from Contacts API to SureForms to keep your teams aligned.
Begin the OAuth flow from SureForms and authorize access to the Contacts API. Save the token securely in your app.
Map core fields such as contactId, name, email, notes, and tasks to ensure data flows correctly between the two systems.
Create triggers and actions, then run end-to-end tests to confirm data sync and task creation work as expected.
You can automate core contact workflows between the Contacts API and SureForms without writing code. Create, update, and organize contacts, notes, and tasks with no-code triggers and actions. This integration makes onboarding faster and keeps data synchronized across systems. You can tailor triggers to your business processes and scale as you grow.
No extensive coding is required. The platform provides visual builders and preconfigured actions. You can connect SureForms to the Contacts API using OAuth2, define field mappings, and set up your automations through simple selectors and templates. Advanced users can customize further, but a no-code setup is fully supported.
Endpoints span read and write operations for contacts, tasks, notes, and appointments. Typical uses include retrieving contact histories, creating associated tasks, and attaching notes. The exact endpoints you use depend on your automation goals, such as creating tasks when a new contact is added or syncing notes as they are updated.
Authenticate via OAuth2 and request the minimum required scopes (e.g., contacts.readonly for read-only access). Store tokens securely, rotate them periodically, and implement refresh logic. Use least-privilege access to reduce exposure and follow your security policy for credential storage.
Yes. You can trigger real-time updates for notes and tasks by listening to changes in the Contacts API and pushing updates to SureForms. Real-time synchronization helps ensure teams stay aligned and client data stays current across platforms.
Key terms include API, endpoint, OAuth 2.0, and scope. Understanding these concepts will help you design robust automations and troubleshoot connections between the Contacts API and SureForms.
Data flow visibility is provided in the integration dashboard, where you can monitor connected endpoints, triggers, and actions. You can also review logs to confirm successful data sync and diagnose any issues.
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