Access to the Contacts API requires securely stored credentials with the scope: contacts.readonly. Use your GHL OAuth client or API key with the proper scope to read contact data, tasks, notes, and more.
Configure Tidio to accept calls from GHL using a secure API key or OAuth token. Keep credentials secret and rotate them periodically.
Key endpoints include: 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: When a contact is updated in GHL, push the latest details to Tidio to refresh the chat context.
Actions: fetch contact, fetch tasks, fetch notes, update Tidio chat properties.
Method Path: GET /contacts/:contactId and related sub-resources (tasks, notes) to keep chat context current.
Key Fields: contactId, email, name, lastUpdated
Trigger: A new support or follow-up chat in Tidio creates a task in GHL.
Actions: POST /contacts/:contactId/tasks, update task status, attach chat notes.
Method Path: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key Fields: contactId, taskTitle, dueDate, status
Trigger: Tag changes or updated contact details in Tidio reflect in GHL.
Actions: PUT /contacts/:contactId, POST /contacts/:contactId/tags
Method Path: PUT /contacts/:contactId; POST /contacts/:contactId/tags
Key Fields: contactId, tags, email, name
Fast setup with no-code automations using webhooks and pre-built actions.
Unified customer view across chat (Tidio) and CRM (GHL) for better support.
Event-driven workflows let agents respond faster without coding.
This section defines data elements, endpoints, and processes used in the integration.
Individuals stored in GHL with associated data like name, email, phone, and related tasks, notes, and tags.
To-dos created for a contact; can be assigned, updated, and completed within GHL.
Public or private notes attached to a contact for context and history.
Labels used to categorize contacts and drive automation in both GHL and Tidio.
Use conversation context to segment contacts automatically and tailor chat responses.
Create tasks in GHL when follow-ups are required after a chat.
Sync tags from Tidio to GHL to route chats to the right team.
Obtain and securely store GHL API credentials and a Tidio API key for the app integration.
Assign the contacts.readonly scope, and map required endpoints (read, create, update) in your integration flow.
Run tests, verify data sync, monitor logs, and rollout to production.
The required scope to read data is contacts.readonly. Use OAuth or API keys with that scope. Ensure you have the right permissions. In production, always test with a sandbox environment. This ensures you can fetch contacts, tasks, notes, and more without exposing credentials. Also consider implementing basic rate limit handling.
Writing or updating contacts is supported via endpoints like POST /contacts/ and PUT /contacts/:contactId. However, make sure your application has the write permissions and that changes are synchronized carefully to avoid conflicts with two sources of truth.
Key endpoints for chat workflows include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and POST /contacts/:contactId/tasks. Mapping these to chat events lets agents view context and action items in real time.
Use OAuth or API keys securely, rotate credentials regularly, and store them in a secrets manager. Use webhooks to trigger updates rather than polling, and implement retry logic with exponential backoff.
No-code options exist via webhooks and built-in actions. For more complex flows, you may use middleware tools, but the page emphasizes no-code options as a strength.
Respect rate limits by pacing requests, queue tasks, and use retries. Implement exponential backoff and monitor API usage in the logs.
Use the monitoring and alerts features of your integration platform. Check logs, set up error notifications, and test endpoints regularly.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
