Use OAuth 2.0 with scoped access (e.g., readonly or write) to securely connect Taplio to the Contacts API and manage tokens safely.
Taplio authenticates via OAuth 2.0, enabling secure, scoped access to Contacts API data for syncing contacts, tasks, notes, and more.
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 the Contacts API.
Actions: Create or update the contact in Taplio, update notes, and attach related tasks.
GET /contacts/:contactId
Key fields: contactId, email, name
Trigger: A contact changes status or updates metadata in the Contacts API.
Actions: Create/update tasks and pull notes into Taplio for richer context.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: When a business record is updated in the Contacts API.
Actions: Link contacts to a business, pull business data into Taplio.
GET /contacts/business/:businessId
Key fields: businessId, contactId
Faster time-to-value with visual workflows and no custom coding.
Easier, bidirectional data synchronization between Taplio and the Contacts API.
Lower maintenance costs and quick experimentation for new automations.
A concise glossary of endpoints, elements, and processes used in this integration.
The unique identifier for a contact in the Contacts API.
The unique identifier for a task within a contact’s task list.
The identifier for a business entity associated with a contact.
A specific API URL path and HTTP method used to perform an operation.
Automatically compute a health score from contact activity and sync to Taplio.
Create automated follow-up tasks in Taplio when contact tasks are updated.
Pull notes from Contacts API into Taplio for richer context.
Set up OAuth credentials between Taplio and the Contacts API.
Choose endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks to sync data.
Test the integration and roll out to your team.
Use OAuth 2.0 for secure access. Exchange tokens securely and refresh as needed. Ensure scopes are set to read-only or as required.
Start with GET /contacts/:contactId to fetch a single contact, then GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to build a basic profile.
Yes. The API includes POST, PUT, and DELETE capabilities for creating, updating, and removing contacts and their associated tasks and notes.
Yes, you can configure webhooks to push updates from the GHL Contacts API to Taplio, enabling near real-time sync.
Requests are subject to API rate limits. Plan your calls and implement retries with exponential backoff.
Yes, a sandbox environment is available for safe testing without impacting production data.
Documentation is available in the developer portal. It includes detailed endpoint references and examples.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
