Authentication uses the specified scope: contacts.readonly. Use your GHL API credentials to authorize requests from TalkNotes to Contacts API.
TalkNotes handles OAuth tokens or API keys to securely access Contacts API and perform reads and writes as configured in your workspace.
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 or updated contact created in TalkNotes
Actions: Upsert a contact in Contacts API using POST /contacts/ and PUT /contacts/:contactId
POST /contacts/ and PUT /contacts/:contactId
email, external_id, full_name, phone
Trigger: Task created for a contact in TalkNotes
Actions: Create a task in Contacts API with POST /contacts/:contactId/tasks
POST /contacts/:contactId/tasks
contactId, taskName, dueDate, priority
Trigger: New note added in TalkNotes
Actions: Create a note for a contact using POST /contacts/:contactId/notes
POST /contacts/:contactId/notes
contactId, noteTitle, noteContent
Zero-code automation via Zapier App Connector to sync TalkNotes data with Contacts API
Fast setup with built-in triggers and actions, no custom coding needed
Real-time data sync reduces manual data entry and errors
This section defines core data elements and the processes that move data between TalkNotes and the Contacts API: contacts, tasks, notes, appointments, endpoints, authentication, and data mapping.
A set of rules that lets apps talk to each other and exchange data.
A real-time notification that an event has occurred in an app.
A secure authorization framework used to grant limited access to an API without sharing credentials.
A specific URL that performs an operation on the API, such as retrieving or updating data.
Show a single, comprehensive profile for each contact by pulling data from Contacts API into TalkNotes notes and tasks.
Automatically generate and assign tasks in Contacts API when TalkNotes detects important contact events.
Attach milestone-related notes to a contact when they hit a defined trigger in TalkNotes.
Obtain your API key or OAuth token for the Contacts API and grant TalkNotes the necessary permissions.
Set up the required endpoints in your integration layer (Zapier or custom workspace) and map fields.
Run verification tests, monitor logs, and go live once data sync is validated.
No advanced coding knowledge is required. Use Zapier App Connector or your integration tool to map TalkNotes events to Contacts API actions. The UI-based triggers and actions simplify setup and maintenance. If you’re comfortable with basic API concepts, you can also wire it up with curl or simple scripts. Start with a test workspace to validate data flows before going live.
For a basic sync, you’ll typically need to authenticate, then create or update contacts and optionally attach notes or tasks. Core endpoints include POST /contacts/ and PUT /contacts/:contactId, POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes, and GET endpoints to verify data.
Authentication is performed with OAuth tokens or API keys. Include the token in the Authorization header for each request and ensure the scope includes contacts.readonly for read operations. Rotate credentials regularly and store them securely.
Yes. The integration supports bidirectional sync where TalkNotes can push data to the Contacts API and pull updates back into TalkNotes, depending on permission scopes and the chosen integration flow.
Typical synced fields include contact name, email, phone, notes, tasks, and appointment data. You can extend mapping to custom fields in Your App depending on field compatibility.
Enable retries in your integration tool and monitor error logs. Use webhooks or polling to confirm deliveries, and implement backoff strategies to handle rate limits.
Rate limits depend on your plan and API usage. Plan for bursts and implement exponential backoff. If you hit limits, pause requests and retry later, then log the incidents for review.
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Complete Operations Catalog - 126 Actions & Triggers
