Access to the Contacts API requires a valid API key or OAuth token. Use the scope readonly (contacts.readonly) to fetch data securely.
Ensure your Targetprocess app is authorized to receive data from the Contacts API. Use the proper OAuth flow or token exchange and grant the necessary permissions.
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: when a contact is created or updated in the Contacts API
Actions: fetch GET /contacts/:contactId and create or update the corresponding contact in Targetprocess
Method/path: GET /contacts/:contactId
Key fields: contactId, email, name
Trigger: when a contact has tasks updated or a new task is created
Actions: fetch GET /contacts/:contactId/tasks and push into Targetprocess tasks
Method/path: GET /contacts/:contactId/tasks
Key fields: contactId, taskId
Trigger: when notes are added or updated for a contact
Actions: retrieve GET /contacts/:contactId/notes and push notes to Targetprocess
Method/path: GET /contacts/:contactId/notes
Key fields: contactId, noteId
Automate data flow without writing code using visual workflows
Keep data in sync in real time between your CRM and project platform
Reduce manual data entry and errors with automatic mapping
Key elements include endpoints, triggers, actions, and methods that drive the integration flow
A URL path and HTTP method used to interact with an API, e.g., GET /contacts/:id
An event in one system that starts an automation in another, e.g., a contact update triggers a sync
An operation performed in response to a trigger, e.g., create a contact in Targetprocess
The HTTP verb used with an endpoint (GET, POST, PUT, DELETE)
Set up a workflow that creates a new contact in Targetprocess when a lead is created in GHL and sends updates back when tasks are completed.
Keep contact status, notes, and tasks aligned in both systems to avoid duplication.
Provide ready-to-use automation templates for common workflows like onboarding or escalation.
Obtain API credentials, set the scope to readonly if needed, and register the integration in your app.
Map GHL endpoints to Targetprocess fields and establish data mapping rules.
Run tests, verify data accuracy, and enable monitoring after going live.
First, the Contacts API exposes endpoints such as GET /contacts/:contactId and GET /contacts/:contactId/tasks to read data from targets. You can also pull notes, appointments, and more. Second, authentication uses API keys or OAuth tokens with the defined scope to access the data securely.
No code options are available via the no code workflow builders. You can set up automations without writing code using prebuilt templates. If you need custom logic, you can extend with code steps or webhooks as needed.
Authenticate using an API key or OAuth token with the appropriate scope. Store credentials securely and rotate keys regularly. Validate access by performing a read operation on a test contact.
Yes. The integration can sync a contact, its tasks, and notes. You can design two-way or one-way sync depending on your workflow and mapping rules.
No code solutions speed up deployment, reduce maintenance, and provide reusable templates. They enable non-developers to build reliable integrations with minimal risk.
Test in a sandbox or staging environment. Run sample syncs for contacts, tasks, and notes, review logs, and monitor error messages. Address mapping or permissions issues before going live.
Yes. You can access step by step guides and templates in this page and in the templates library. Use the creative ideas and step by step sections to tailor your setup.
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Complete Operations Catalog - 126 Actions & Triggers
