Authenticate requests to the Contacts API using your GHL credentials with OAuth 2.0 and a valid access token. Include your client ID in headers for each call.
Tavily authenticates to GHL via a stored access token. Keep credentials secure and rotate tokens regularly.
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
Trigger: Retrieve a contact’s profile to seed Tavily workflows.
Actions: fetch contact details, then pull related tasks and notes for context.
GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: Open tasks for a contact.
Actions: list tasks, update status, and create new tasks as needed.
GET /contacts/:contactId/tasks
Key fields: taskId, contactId, status
Trigger: Retrieve notes and appointments for a contact to enrich Tavily records.
Actions: fetch notes and fetch appointments; attach to the contact record in Tavily.
GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: contactId, noteId, appointmentId
Build automations without writing code and deploy faster.
Create dynamic workflows that react to contact data changes in real time.
Scale outreach with consistent data across Tavily and GHL using no code tooling.
This glossary defines common terms used in Tavily to GHL connections and explains how elements like endpoints, authentication, and triggers work together in automations.
A person in your CRM whose profile Tavily can access and update.
A URL path that performs a defined API operation.
The process of proving identity to obtain access tokens for API calls.
An event that starts a workflow or automation.
Automatically tag contacts when key fields change to trigger Tavily automations and segmentation.
Push notes into Tavily to provide richer context for tasks and reminders.
Create GHL tasks when notes are added to a contact to keep Tavily in sync.
Obtain your API client ID and secret from GHL and authorize Tavily to access Contacts data.
Map Tavily fields to GHL endpoint fields and set up data flows and triggers.
Run tests to verify data integrity and deploy the integration to production.
Yes. Tavily can access contact records, tasks, notes, and appointments via GET endpoints when you grant access with a valid token. Scope should be set to an appropriate level (for example, contacts.readonly).
No coding is required. Use the Zapier App Connector to map fields and trigger actions between Tavily and GHL.
Setup can be quick, often under 15 minutes for a basic connection, with more time for complex automations. Follow the step by step guide to configure credentials and endpoints.
API rate limits apply. Plan accordingly and batch requests when possible to avoid throttling.
Yes. Tavily can retrieve notes and tasks for a contact using the endpoints listed in the endpoint list.
To revoke access, disable the connected app in your GHL account and revoke tokens from Tavily.
End points are available in the API documentation. Look for the Contacts endpoints section for available paths like /contacts and related subpaths.
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Complete Operations Catalog - 126 Actions & Triggers
