OAuth 2.0 with scopes: contacts.readonly to grant SysAid access to your Contacts data. Use the GHL-provided client credentials to authorize.
Grant SysAid permission to access your GHL Contacts API data by selecting the Contacts API scope during OAuth consent or via API key provisioning.
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: whenever a contact is created or updated in SysAid, fetch the latest data from GHL using GET /contacts/:contactId.
Actions: create or update the corresponding SysAid contact and synchronize core fields.
GET /contacts/:contactId
Key fields: id, name, email, phone, status
Trigger: when a SysAid contact is opened, pull related tasks and notes with GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes.
Actions: display tasks and notes in SysAid; allow updates back to GHL if write access exists.
GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Fields: taskId, title, dueDate, noteId, content
Trigger: when a tag is added in SysAid, call POST /contacts/:contactId/tags to apply the tag in GHL.
Actions: update tags in Contacts API and keep SysAid and GHL in sync.
POST /contacts/:contactId/tags
Fields: contactId, tag
No-code setup with OAuth credentials and configured endpoints means you can connect SysAid to GHL without custom development.
Automated data flow keeps SysAid and GHL in sync with minimal maintenance.
Real-time updates are achievable when webhooks are available and properly wired.
Key elements include endpoints, scopes, triggers, actions, and data fields used to map between SysAid and GHL.
Application Programming Interface that enables your systems to communicate with GHL services.
An authorization framework used to grant SysAid access to GHL resources without sharing user credentials.
Permissions granted to the app (e.g., contacts.readonly) that limit what data can be accessed.
A specific URL in the GHL API that accesses a resource, such as a contact or task.
Automatically mirror new GHL contacts into SysAid with a configurable sync direction and field mapping.
Use GHL tags to categorize contacts in SysAid and drive targeted campaigns or workflows.
Trigger SysAid reminders when GHL tasks or notes reach certain statuses, enabling proactive follow-ups.
In GHL, generate an API key or OAuth client for the Contacts API with at least the contacts.readonly scope.
Enter the GHL API credentials into SysAid and select the Contacts API scope for access.
Run sample syncs for a test contact and verify data integrity across both systems.
Core contact data such as name, email, phone, and status can be synced between SysAid and GHL. You can extend mappings to include custom fields if available on both sides. Additionally, related data like tasks and notes can be pulled in for a complete view of contact activity. The exact fields you map depend on your field definitions in SysAid and the available endpoints in the Contacts API.
No-code setup is supported by using OAuth credentials or an API key provisioning flow to authorize SysAid with the Contacts API. For more complex automation, you can design flows using the provided endpoints without writing custom code. If you need deeper automation, you can introduce lightweight automation tools that call these endpoints.
To revoke access, reauthenticate and revoke the app’s permissions in GHL, or delete the API credentials from SysAid. You can also revoke tokens from the OAuth provider side to immediately terminate access.
For basic sync, essential endpoints include GET /contacts/:contactId to read a contact, GET /contacts/:contactId/tasks to fetch tasks, GET /contacts/:contactId/notes for notes, and POST /contacts/:contactId/tags to apply tags. These cover core contact data, activities, notes, and tagging.
Field customization is possible if both systems expose the needed fields. Map core fields like name, email, and phone, and align any custom fields you rely on. If a field isn’t available, you can create a placeholder or use a fallback value.
Real-time sync can be achieved with webhook-enabled configurations and timely polling. Webhooks provide near real-time updates, while polling can be used where webhooks aren’t available. Plan retries to handle transient errors.
Error logs can be viewed in SysAid’s integration logs and in the GHL app console where API calls are recorded. Enable verbose logging during setup and review failures to adjust mappings or permissions.
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