Use OAuth 2.0 with your GHL account to authorize Talkadot to read contact data within the scope: contacts.readonly.
To authorize Talkadot, configure the connector with your Talkadot API token and grant access to your contact data in GHL. The integration securely manages token refreshes and permissions.
Available 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 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: When a contact is created or updated in Talkadot
Actions: Create or update contact in GHL via PUT /contacts/:contactId; fetch contact details with GET /contacts/:contactId
GET /contacts/:contactId
contactId, firstName, lastName, email, phone
Trigger: When a note or task is created in Talkadot
Actions: Create note or task in GHL; list tasks with GET /contacts/:contactId/tasks
POST /contacts/:contactId/tasks
contactId, taskId, title, dueDate
Trigger: When an appointment is scheduled in Talkadot
Actions: Create appointment in GHL; retrieve via GET /contacts/:contactId/appointments
POST /contacts/:contactId/appointments
contactId, appointmentId, date, time
Zero-code integration: connect two tools without custom development
Automated workflows with triggers and actions across systems
Faster onboarding and scalable contact management
Key elements include endpoints, authentication, data mapping, error handling, and testing processes to ensure reliable data flow.
A contact is a person or company stored in your CRM with identifying information and related records.
A task represents an action related to a contact, such as a follow-up or appointment.
Notes are free-form comments attached to a contact for context and history.
An appointment is a scheduled meeting linked to a contact in your calendar.
Set up a workflow that flags duplicates and merges contact records in GHL via Talkadot triggers.
Automatically update lifecycle stages in GHL when Talkadot events occur.
Create cross-functional tasks in GHL from Talkadot tasks to keep teams aligned.
Collect your GHL OAuth credentials and Talkadot API token, then configure the connector.
Select endpoints, map fields, and set synchronization rules.
Run tests to verify data flow; monitor logs and adjust as needed.
No coding is required for basic setup; the platform provides a visual workflow builder. For more advanced scenarios, some scripting can be used, but it’s not required.
The contacts.readonly scope allows reading contact details and associated resources like tasks, notes, and appointments. It does not permit creating or modifying records.
Use OAuth 2.0 with token refresh and explicit grants to Talkadot. Ensure secure storage of credentials. The connector handles token management for you.
Writing or updating contacts requires a different scope, typically contacts.write. If enabled, Talkadot can create or update contact records in GHL.
For tasks and notes, use endpoints like POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes; mapping supports synchronizing fields such as title, due date, and content.
Rate limits apply per GHL account; consult the API docs for limits and exponential backoff recommendations.
View logs in the Talkadot connector dashboard, enable verbose logging, and use the error messages to troubleshoot.
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Complete Operations Catalog - 126 Actions & Triggers
