Begin by granting Swell access to your Contacts API data using OAuth. Choose the required scope (readonly in this setup) and generate an access token to start syncing data.
Approve Swell’s permissions to access Contacts API data. Verify scopes, redirect URLs, and token refresh settings to keep connections healthy.
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 Swell triggers a lookup in the Contacts API to pull or update the contact record.
Actions: GET /contacts/:contactId to retrieve full details and upsert in Swell.
GET /contacts/:contactId
contactId, email, name
Trigger: New contact created in Swell
Actions: POST /contacts/ to create the contact in the API; map fields like name, email, and phone.
POST /contacts/
name, email, phone
Trigger: Note or task is added/updated in the Contacts API
Actions: PUT /contacts/:contactId/notes to sync notes and POST /contacts/:contactId/tasks to create tasks.
PUT /contacts/:contactId/notes; POST /contacts/:contactId/tasks
contactId, notes, taskId
Automate data syncing without code, reducing manual updates and errors.
Keep contact records current across systems with real-time updates and consistency.
Unlock powerful automations in Swell using rich Contacts data to drive onboarding, tasks, and follow-ups.
Understand the core API concepts and how they apply to your Swell workflows.
A specific URL on the API that performs an action or returns data.
The process of proving identity to access the API, typically via OAuth tokens.
An event in one system that starts an automation in another.
The data sent with API requests or received in responses.
Automatically create or update a contact in the Contacts API when a contact is added in Swell, ensuring both systems reflect the same data instantly.
Push notes and tasks from Contacts API back into Swell to enrich contact records and drive downstream workflows.
Use endpoint data to kick off onboarding sequences in Swell when a new contact is detected in the API.
Obtain OAuth credentials for Swell and ensure the Contacts API scope is set to read (and write if needed).
Define how contact fields map between Swell and the Contacts API and set up triggers for create, update, and delete events.
Test end-to-end flows in a sandbox, monitor logs, then deploy to production with error handling and retries.
The Contacts API lets you read contact data, tasks, notes, and appointments associated with a contact. You can also fetch lists of contacts and related records. With the provided endpoints, you can pull details like contact name, email, phone, and recent activity to power your workflows in Swell.
The Scope shown is contacts.readonly for this page, which means read access only in the current setup. To create or update, you will need additional permissions such as contacts.write and proper OAuth scopes; ensure you configure securely.
Authenticate using OAuth 2.0 and exchange tokens with Swell and the Contacts API. Store the access token securely and refresh as needed; test with a sample request.
Yes, by setting up triggers and actions for create, update, and upsert operations in both directions. Carefully map fields to avoid duplicate records and enable conflict resolution.
Yes, rate limits apply; ensure your automation respects rate caps and implement retries. If you hit limits, throttle requests or batch updates to stay within quotas.
Deleted contacts in the API may not be visible in Swell unless you implement a tombstone or soft delete strategy. Consider setting up archival or synchronization rules to reflect deletions across systems.
Use sandbox or test data, run end-to-end scenarios, and verify data integrity across both systems. Enable logging and monitor webhooks to catch errors early.
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Complete Operations Catalog - 126 Actions & Triggers
