To access the GHL Contacts API from Tally, use your API keys or OAuth credentials and store them securely in your integration settings.
Tally relies on secure tokens and secrets to receive and push data to GHL without exposing sensitive information.
Below is a practical list of endpoints you will typically call to sync contacts, tasks, notes, and appointments between GHL and Tally.
Trigger: A contact is created or updated in GHL, and you want those details and related items reflected in Tally.
Actions: Sync the contact data, pull associated tasks and notes, and attach them to the corresponding Tally record.
Paths: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, businessId, taskId, noteId
Trigger: New or updated contacts in GHL should be created or updated in Tally, with tasks created as needed.
Actions: Push contact data via POST /contacts/, update via PUT /contacts/:contactId, and manage tasks with POST/PUT as needed.
Paths: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, businessId
Trigger: When a contact is deleted in GHL, mirror the deletion or mark as archived in Tally.
Actions: Delete or archive in Tally using DELETE /contacts/:contactId or appropriate deactivation flows.
Paths: DELETE /contacts/:contactId, DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId
Zero-code setup lets you connect GHL and Tally quickly without writing code.
Visual mapping and triggers enable automation without developers.
Easily extend with additional endpoints as your workflow evolves.
Understand terms, data flow, and how endpoints map to fields in Tally.
A set of rules and tools that allow systems to communicate and exchange data.
A specific URL call used to access or manipulate data in an API.
A standard authorization protocol that grants secure access tokens.
A callback URL that receives real-time event notifications.
Automatically pull new leads from GHL into Tally and assign qualification tasks.
Aggregate contact, notes, tasks, and appointments to build a complete profile in Tally.
Sync and archive outdated records from GHL to keep Tally tidy.
Obtain API keys or OAuth tokens from GHL and securely store them in Tally.
Configure endpoint calls (e.g., GET /contacts/:contactId) and map fields to Tally records.
Run tests, verify data sync, and set up alerts for failures.
Authenticate with GHL using API keys or OAuth2 credentials and store them securely in Tally’s integration settings. Rotate tokens regularly and restrict access to only what is needed to keep your connection secure.
Essential endpoints for initial sync include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. Use POST, PUT, and DELETE for updates, task creation, and removal as your workflow requires.
To keep data consistent, set up bi-directional mapping and conflict resolution rules. Regularly run reconciliation checks and implement automated retries for transient API errors.
Yes. You can set up archival or deletion workflows in Tally when a contact is removed in GHL. Use DELETE endpoints or mark archived status to maintain history.
No code is required to start. The integration uses configurable endpoints and field mappings. For advanced scenarios, you may extend logic with optional scripts.
Test the integration in a staging environment with sample records. Verify data flow for contacts, tasks, notes, and appointments, then monitor logs and webhook events.
The mapping guide and field references are in the integration docs. You can also view endpoint references and example payloads to assist with setup.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
