Obtain an access token with the required scopes for reading contacts. Attach the token to API requests in the Authorization header as a Bearer token.
Configure your Switchy-io app to securely store and refresh the GHL access token. Use OAuth 2.0 flows or API key credentials as supported, and respect token expiration.
GET /contacts/:contactId — fetch a single contact; GET /contacts/:contactId/tasks — retrieve a contact’s tasks; GET /contacts/:contactId/tasks/:taskId — fetch a specific task; GET /contacts/:contactId/notes — fetch notes; GET /contacts/:contactId/notes/:id — fetch a specific note; GET /contacts/:contactId/appointments — fetch appointments; GET /contacts/ — list contacts; GET /contacts/business/:businessId — list by business; POST /contacts/ — create a contact; PUT /contacts/:contactId — update a contact; DELETE /contacts/:contactId — delete a contact; POST /contacts/:contactId/tasks — create a task for a contact; PUT /contacts/:contactId/tasks/:taskId — update a task; PUT /contacts/:contactId/tasks/:taskId/completed — mark a task complete; DELETE /contacts/:contactId/tasks/:taskId — delete a task; POST /contacts/:contactId/tags — add tags to a contact
Trigger when a new contact is created in Switchy-io to pull the latest data from GHL.
Sync contact details, tasks, notes, and appointments back to Switchy-io; create follow-up items automatically.
Primary methods use GET /contacts/:contactId and GET /contacts/:contactId/tasks to assemble a complete profile.
Key fields: contactId, name, email, phone, status, lastUpdated.
Trigger on task changes to surface updates in Switchy-io.
Create and update tasks from Switchy-io; reflect status and due dates.
Use POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId to manage tasks.
Key fields: taskId, title, dueDate, status, priority.
Note or appointment updates in GHL trigger updates in Switchy-io.
Sync notes and appointments to keep context up-to-date for engagement workflows.
Endpoints: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments.
Key fields: noteId, appointmentId, date, summary.
Build end-to-end automations with no custom code, using visual data flows.
Automate data syncing to reduce manual entry and errors.
Scale effortlessly with secure, scalable REST endpoints.
Understand endpoints, authentication, webhooks, triggers, actions, and data fields essential to mapping data between Switchy-io and the GHL Contacts API.
A set of rules and tools that lets Switchy-io access GHL data securely.
A specific URL path in the GHL API used to perform a function.
The process to verify identity and authorize data access to GHL.
A standard protocol to obtain access tokens securely for API calls.
Push new contacts into Switchy-io when a signup occurs and assign follow-up tasks automatically.
Tag and segment contacts based on activity to trigger targeted campaigns.
Sync appointment data to Switchy-io calendars and send reminders to customers.
Register your Switchy-io app in GHL, generate client ID and secret, and request access tokens.
Define which endpoints to use and set scope to contacts.readonly or more as needed.
Run test calls to verify permissions and data flow.
The GHL Contacts API is a RESTful service that lets Switchy-io access contact data hosted in GHL. It enables retrieval of contact details, notes, tasks, and appointments. Switchy-io uses these endpoints to pull data and keep your CRM and automation in sync. For basic needs, start with read-only access to pull contact fields and related items, then expand as required.
Basic sync typically uses endpoints like GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes to assemble a complete profile. You can trigger actions in Switchy-io when data changes and push updates back using POST/PUT endpoints for tasks and notes. Start with a small set of core fields to validate the connection.
Authentication is handled via OAuth 2.0 tokens or API keys secured by GHL. Your app requests access with the appropriate scopes (for example, contacts.readonly). The token is included in the Authorization header for each request. Tokens should be stored securely and refreshed as needed.
Yes. Read operations are lightweight and designed to minimize calls. Use selective fields and caching where possible, and batch requests when supported. Use webhooks or polling thoughtfully to balance freshness with rate limits.
Data in transit is protected by TLS, and tokens are scoped and short-lived. Access is restricted by API keys or OAuth scopes, and you should rotate credentials regularly and monitor for unusual activity.
A basic understanding of REST APIs and how webhooks or triggers work is helpful, but you can accomplish most setup with no-code tools in Switchy-io and the GHL portal. Advanced flows may require some light scripting or mapping.
Test credentials and scopes are available in your GHL developer console. Look for a test client ID/secret and sample tokens you can use in a sandbox environment to verify integration without affecting live data.
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Complete Operations Catalog - 126 Actions & Triggers
