To access the Contacts API you’ll authenticate with OAuth tokens that include the contacts.readonly scope. Use these tokens in your requests to TaxDome to read contact data securely.
In TaxDome, configure your TaxDome app to securely store and refresh the OAuth token, ensuring continuous data access without interruption.
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: a contact is created or updated in TaxDome, then fetch the latest data from the Contacts API to keep TaxDome in sync.
Actions: GET /contacts/:contactId to pull data, PUT /contacts/:contactId to push updates, and mirror changes back to TaxDome.
GET /contacts/:contactId; PUT /contacts/:contactId
Key fields: contactId, name, email, phone, company, notes
Trigger: a new task is created in TaxDome for a contact or a related event occurs.
Actions: POST /contacts/:contactId/tasks to create tasks, GET /contacts/:contactId/tasks to monitor, and sync task status back to TaxDome.
POST /contacts/:contactId/tasks; GET /contacts/:contactId/tasks
Key fields: contactId, taskId, title, dueDate, status
Trigger: notes or appointments are added or updated for a contact.
Actions: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments to pull data into TaxDome, and update notes/appointments as needed.
GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments
Key fields: contactId, noteId, appointmentId, summary
Fast setup: leverage OAuth and prebuilt actions to connect without writing code.
Automated data synchronization keeps Contacts data and TaxDome records current with minimal maintenance.
Flexible workflows with triggers, actions, and conditions allow tailor-made processes for your team.
This glossary explains common terms used in the integration between GHL’s Contacts API and TaxDome, with concise definitions.
API: A set of rules and endpoints that enables applications to communicate and exchange data.
OAuth 2.0 is a standard for secure delegated access, used to obtain access tokens for API calls.
Endpoint: a specific URL path in an API that performs an action or returns data.
Rate limit: the maximum number of API requests allowed in a given time window.
Automatically pull and push changes between the Contacts API and TaxDome to keep records current without manual work.
Create cross‑system task templates that trigger in TaxDome when contact events occur in the Contacts API.
Aggregate notes and appointments for each contact into a single TaxDome view for faster context.
Obtain an OAuth token with the contacts.readonly scope and configure it in the TaxDome app settings.
Connect the endpoints listed (e.g., GET /contacts/:contactId, POST /contacts/) and align field mappings to TaxDome.
Create triggers and actions in TaxDome, run test synchronizations, and confirm data accuracy.
The Contacts API lets you read core contact data, including identifiers, names, emails, phones, and associated notes, tasks, and appointments. You can also fetch related business details and full contact histories to support richer workflows. This enables a complete view of each contact from TaxDome without duplicating data across systems.
No code is required to get started. Use prebuilt connectors and trigger-action templates to link TaxDome with the Contacts API. For advanced customization, you can extend with your own API calls and field mappings as needed.
Essential endpoints include GET /contacts/:contactId to read a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and GET /contacts/:contactId/tasks or GET /contacts/:contactId/notes to sync related data. The exact endpoints you use depend on your workflows.
Authentication is handled via OAuth 2.0. Obtain an access token with the contacts.readonly scope and securely store it in the TaxDome app configuration. Refresh tokens as required by the provider.
Sync frequency can be near real-time with triggers, or scheduled in batches depending on your workflow. Design your automations to balance data freshness with API rate limits.
Yes. While the guide highlights common endpoints, you can extend with additional endpoints from the Contacts API as your needs evolve, provided you manage mappings and authentication accordingly.
Endpoint details and examples are available in your API provider docs and in the endpoint list above. Use the documented paths and methods to build and test your integrations.
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