Authenticate requests to the GHL Contacts API with your GHL credentials and authorize Tess AI by Pareto in your account. Use the approved access token and apply the required scope (contacts.readonly) for read operations; upgrade to write permissions as your workflows require.
Authorize Tess AI by Pareto in your GHL account and grant the least-privilege access needed to read contacts, tasks, notes, and tags. After approval, Tess AI by Pareto can begin querying and updating data through the Contacts API.
GET /contacts/:contactId — Retrieve a contact by ID GET /contacts/:contactId/tasks — List tasks for a contact GET /contacts/:contactId/tasks/:taskId — Get a specific task GET /contacts/:contactId/notes — List notes for a contact GET /contacts/:contactId/notes/:id — Get a specific note GET /contacts/:contactId/appointments — Get related appointments GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts for a business contacts.write — Write access to the Contacts API POST /contacts/ — Create a contact PUT /contacts/:contactId — Update a contact DELETE /contacts/:contactId — Delete a contact POST /contacts/:contactId/tasks — Create a task for a contact PUT /contacts/:contactId/tasks/:taskId — Update a task PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact
Trigger when Tess AI needs the latest profile data to personalize outreach.
Use GET /contacts/:contactId to fetch core data, then pull related tasks, notes, and appointments to build a contextual payload.
GET /contacts/:contactId
Key fields: id, name, email, phone, tags
Trigger when a follow-up is needed after a conversation step.
Create, update, or complete tasks via POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId.
POST /contacts/:contactId/tasks
Fields: title, dueDate, status, priority
Trigger when campaign segmentation is required.
Apply or remove tags using POST /contacts/:contactId/tags to drive segmentation.
POST /contacts/:contactId/tags
Fields: tags (array of tag names/IDs)
Zero-code data synchronization between GHL and Tess AI, enabling automated outreach without custom integrations.
Rapid task, notes, and tag workflows to inform campaigns and responses.
A unified CRM view empowering smarter automation and measurable results.
This section defines core elements: endpoints, triggers, actions, and fields used by Tess AI by Pareto when connecting to the GHL Contacts API.
A person in your GHL CRM with identifying details and historical data.
An assigned action with status, due date, and ownership linked to a contact.
A record attached to a contact that stores additional information or context.
A label used to categorize or segment contacts for campaigns.
Pull core contact data, tasks, and notes to tailor messages and follow-ups.
Trigger reminders when tasks are due or completed to maintain momentum.
Apply tags automatically from activity to enable targeted campaigns.
In your GHL account, install Tess AI by Pareto and grant requested permissions.
Select Contacts API scope (readonly) and any additional write endpoints needed for your flows.
Run test scenarios: fetch a contact, create a task, add a tag, and verify data integrity.
Tess AI by Pareto is a connector that enables you to leverage the GHL Contacts API to enrich and automate outreach. It helps you access contact data, tasks, notes, and tags from Tess AI workflows. By using the included endpoints and no-code setup, you can design personalized campaigns, automate follow-ups, and track results without heavy development.
Authenticate requests to the GHL Contacts API with your GHL credentials and authorize Tess AI by Pareto in your account. Use the approved access token and apply the required scope (contacts.readonly) for read operations; upgrade to write permissions as your workflows require. Keep tokens secure and rotate credentials per your security policy.
Read endpoints include retrieving a contact, their tasks, notes, and related data (e.g., GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes). Write endpoints allow creating and updating data, including POST, PUT, and DELETE operations for contacts, tasks, and tags.
Yes. Tess AI by Pareto can create and update tasks and notes via the corresponding endpoints (POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, etc.). Ensure the app has the necessary write scope and that you follow security practices when modifying data.
Tags can be managed with POST /contacts/:contactId/tags to add or update tag associations. This enables segmentation for targeted campaigns and smarter automation based on contact context. Use tagging consistently to maintain clean and actionable segments.
No heavy coding is required for standard flows with Tess AI by Pareto; the integration is designed to be used in a no-code/low-code setup. If you need advanced customization, you can extend using direct API calls and your own logic. Start with the provided endpoints and build from there.
Documentation, examples, and best practices are available in the integration guide and developer docs. You’ll find sample payloads, scenario walkthroughs, and troubleshooting tips. Also explore creative ideas and step-by-step connection guides to maximize automation.
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Complete Operations Catalog - 126 Actions & Triggers
