Use your API key or OAuth token to securely authenticate and grant TextCortex AI access to your Contacts data.
Complete the consent flow to allow TextCortex AI to read and manage contacts, tasks, notes, and tags within the Contacts API.
GET /contacts/:contactId — fetch a contact; GET /contacts/:contactId/tasks — fetch tasks; GET /contacts/:contactId/tasks/:taskId — fetch a task; GET /contacts/:contactId/notes — fetch notes; GET /contacts/:contactId/notes/:id — fetch a note; GET /contacts/:contactId/appointments — fetch appointments; GET /contacts/ — list contacts; GET /contacts/business/:businessId — list contacts by business; POST /contacts/ — create contact; PUT /contacts/:contactId — update contact; DELETE /contacts/:contactId — delete contact; POST /contacts/:contactId/tasks — create task; PUT /contacts/:contactId/tasks/:taskId — update task; PUT /contacts/:contactId/tasks/:taskId/completed — mark task complete; DELETE /contacts/:contactId/tasks/:taskId — delete task; POST /contacts/:contactId/tags — add tag.
Trigger: a new or updated contact in Contacts API triggers a data pull into TextCortex AI.
Actions: fetch contact details, pull related tasks, notes, and tags, then update TextCortex AI records.
GET /contacts/:contactId
contactId, name, email, phone, custom fields
Trigger: when a task is created or updated for a contact
Actions: list, create, update tasks; sync status to TextCortex AI
GET /contacts/:contactId/tasks
taskId, title, status, dueDate
Trigger: new or updated contact tags
Actions: add or remove tags on a contact; route to workflows
POST /contacts/:contactId/tags
contactId, tags (array of tag names)
No-code setup means faster deployment with visual builders and connectors
Automatic data synchronization reduces manual updates and keeps records consistent
Unified automation across your CRM, notes, tasks, and AI summaries without writing code
Key elements and processes include API authentication, endpoint usage, triggers, actions, and error handling.
A set of rules that allows applications to talk to each other and request data from Contacts API.
Standard authorization framework for secure access tokens between GHL (Contacts API) and TextCortex AI.
Event-driven calls that notify TextCortex AI of changes in Contacts data.
Maximum number of requests allowed in a given time window to prevent overload.
Pull notes for each contact and generate concise summaries for quick context in TextCortex AI workflows.
Automatically create and assign tasks based on contact updates or notes.
Use tags to trigger specialized AI summaries and routing rules.
Obtain your API key and OAuth tokens, then add them to TextCortex AI connection settings.
Complete consent to allow access to contacts, tasks, notes, and tags.
Run a test run, verify data sync, and enable automation in production.
The Contacts API exposes a programmatic interface to read, create, update, and delete contact data, plus tasks, notes, and more. It enables you to pull real-time information into TextCortex AI for advanced summaries and automated workflows. In TextCortex AI, you configure a secure connection to the Contacts API, choose the endpoints you need, and map data fields to your AI prompts and automations.
Authentication is usually done via API keys or OAuth tokens. Generate credentials in your GHL/Contacts API settings and store them securely in TextCortex AI’s connection page. Use token refresh workflows to keep access seamless. Ensure your tokens have the required scopes to read and write contacts, tasks, notes, and tags as needed by your automations.
The available endpoints include fetching contacts, their tasks, notes, appointments, and the ability to create or update records. Start with GET /contacts/:contactId to pull core data, then use POST, PUT, or DELETE calls to modify as required. Always refer to the API docs for exact query parameters and field names for your version.
Yes. With the appropriate scopes and permissions, you can update contact details, create or modify tasks, notes, and tags directly from TextCortex AI workflows. Changes are reflected in the Contacts API and sync back to TextCortex AI. Be mindful of any rate limits and ensure you handle failure cases gracefully in your automations.
Rate limits protect both systems. If you exceed them, the API will respond with a 429 status and a retry strategy should be implemented. Use exponential backoff and queueing to maintain smooth operation. Error handling in TextCortex AI should surface meaningful messages and retry logic to retry failed calls automatically.
You can set up many automations without writing code by using built-in connectors, triggers, and actions in TextCortex AI. For more complex flows, you can add small scripts or use webhooks, but most setups are drag-and-drop friendly.
Endpoint lists and examples are available in the API documentation and within the TextCortex AI integration panel. You can copy the request formats, headers, and payload templates to speed up setup.
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Complete Operations Catalog - 126 Actions & Triggers
