Authenticate Swit to access the Contacts API using secure OAuth tokens with the scope specified: contacts.readonly. This ensures only read access for initial setup and testing.
To connect Swit to GHL, obtain OAuth credentials for your Swit app and request the contacts.readonly scope. Use the access token to authorize API calls and keep credentials secure.
Key endpoints include: 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, GET /contacts? , 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 or updated contact in Swit prompts a fetch of the latest contact details and related data from GHL.
Actions: Pull contact details, fetch tasks and notes, and sync into Swit to keep records current.
Use GET on /contacts/:contactId, /contacts/:contactId/tasks, /contacts/:contactId/notes and related endpoints.
Key fields include: contactId, taskId, id (note), businessId.
Trigger: Create task in Swit triggers creation in GHL via POST /contacts/:contactId/tasks.
Actions: Create and update tasks in GHL, set completion, and reflect in Swit.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, title, dueDate, completed.
Trigger: Swit tagging a contact updates GHL tags via POST /contacts/:contactId/tags.
Actions: Apply tags, map businessId, and sync to GHL contact record.
POST /contacts/:contactId/tags
Key fields: contactId, tags, businessId.
Fast setup with ready made endpoints and templates so you can go live without coding.
Secure token based authentication and scoped permissions protect data.
Real-time data sync and automation between Swit and GHL to boost productivity.
This section defines endpoints, triggers, actions, method paths, and field mappings used to connect Swit to GHL’s Contacts API.
Verification of permissions to access the GHL Contacts API and obtain an access token.
A specific URL path in the API used to perform actions or retrieve data.
Defines what data a token can access, e.g., contacts.readonly.
A label assigned to a contact to organize or segment data.
Automatically create a Swit contact and attach initial tasks and notes in GHL.
Tag contacts in GHL when Swit captures company size, industry, or lifecycle stage.
Create reminders in Swit that sync with GHL tasks to keep teams aligned.
Obtain client credentials and request scope contacts.readonly; set redirect URI.
Exchange code for access token and call sample endpoints like GET /contacts/:contactId.
Define how Swit fields map to GHL fields for contacts, tasks, notes, and tags.
Swit can access contact data including profiles, tasks, notes, and appointments through the Contacts API with the identified scope. This enables viewing and coordinating data across Swit and GHL without coding. Two factor authentication and token based access keep data secure while enabling smooth, permissioned integration.
No heavy coding is required to connect Swit to GHL. Many teams start with prebuilt templates and field mappings and then customize automations as needed. If your use case grows, you can add simple webhooks or small scripts, but the base integration is designed to be no code.
Authentication uses OAuth to obtain an access token with the required scope. Tokens should be stored securely and refreshed before expiry. Swit should handle token refresh automatically and retry failed calls with the refreshed token.
Begin with read endpoints to fetch contacts, tasks, and notes: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes. These establish the data model and mappings you will need for automation. Then test write endpoints like POST /contacts/ and POST /contacts/:contactId/tasks to confirm how data flows between systems.
Yes. Swit can write data back to GHL, including creating and updating contacts, tasks, and tags. Start with create operations and gradually add updates and completions as you verify data integrity. Monitor changes and implement idempotent operations to avoid duplicate records.
Plan for API rate limits by batching requests and caching where appropriate. Implement robust error handling and exponential backoff for retries. Monitor logs and set up alerts for authentication failures, quota issues, or endpoint errors.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
