Authenticate API requests using OAuth 2.0 tokens and your API key. Store credentials securely and apply the required scope (contacts.readonly) to access contact data.
Configure SurveyCTO to pass credentials to the GHL API securely. Use encrypted fields and test the connection in a sandbox environment before going live.
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 on new or updated contacts in SurveyCTO and fetch details using GET /contacts/:contactId.
Actions: create/update contact in SurveyCTO, map fields like name, email, phone to your app, and log activity.
GET /contacts/:contactId
contactId, firstName, lastName, email, phone
Trigger when a note is added in SurveyCTO; pull notes with GET /contacts/:contactId/notes.
Actions: create notes in GHL, attach to contact, and optionally create related tasks.
GET /contacts/:contactId/notes
noteId, contactId, noteContent, dateCreated
Trigger on task updates in SurveyCTO; use PUT /contacts/:contactId/tasks/:taskId to update status.
Actions: sync task details back to SurveyCTO, update completion status, and timestamp.
PUT /contacts/:contactId/tasks/:taskId
taskId, contactId, status, dueDate, completedDate
No-code automation: connect systems with clicks, not code, and automate data flows between SurveyCTO and the Contacts API.
Faster go-live: test endpoints, map fields, and deploy workflows in minutes.
Consistent data: real-time sync ensures your teams work with the same up-to-date contact records.
This section defines core terms, data elements, and processes used in the integration: authentication, endpoints, triggers, actions, and data mapping.
A set of rules and endpoints that let apps communicate and request data from the GHL Contacts API.
A specific URL path that performs a function in the API.
An authorization protocol used to obtain access tokens for API requests.
A callback URL that gets invoked when a defined event happens in the source system.
Automatically tag or segment contacts in GHL based on completed tasks from SurveyCTO.
Create tasks or reminders in GHL when new notes are added in SurveyCTO.
Consolidate contacts’ activities (tasks, notes, appointments) into a single timeline.
Obtain your GHL API credentials and configure SurveyCTO to securely pass them to the Contacts API.
Choose endpoints (for example GET /contacts/:contactId) and set triggers in SurveyCTO.
Run tests, verify data flow, and deploy automation to your team.
You can sync core contact data, including name, email, phone, and custom fields, between SurveyCTO and the GHL Contacts API. Use the GET endpoints to pull data and map fields to your forms and dashboards. Ensure proper field mappings to maintain data integrity.
Authenticate requests using OAuth 2.0 tokens and API keys. Store credentials securely and refresh tokens as needed. Apply the required scope (contacts.readonly) to read contact data, or add write permissions for updates.
Focus on endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks to pull essential data. For updates, use PUT and POST on endpoints such as POST /contacts/ and PUT /contacts/:contactId. Always test endpoints in a safe environment.
Yes. You can filter by businessId in endpoints that support it, and scope controls what data you access. Use query parameters or headers to limit results to the desired business.
GHL enforces rate limits on API requests. Plan your calls, batch requests where possible, and implement retries with exponential backoff to handle temporary limits.
Yes. Use PUT /contacts/:contactId to update core contact fields and POST /contacts/:contactId/tasks to add tasks. You can also modify notes and tags as needed.
Test the connection using a sandbox or test environment, verify mapping, and run end-to-end tests. Validate data accuracy and error handling before going live.
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Complete Operations Catalog - 126 Actions & Triggers
