The Contacts API requires a secure OAuth or API key setup with the specified scope. Use the credentials created in GHL to authorize access.
TimelinesAI authenticates with the Contacts API using the configured app credentials. Ensure the app has permission to read contact data.
Core 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, along with management endpoints like POST, PUT, and DELETE for contacts and tasks. The following endpoints are central to TimelinesAI workflows are listed above and in the 3 best connections section.
Trigger: a contact is created or updated in GHL, syncing the latest data to TimelinesAI
Actions: create or update the contact in TimelinesAI; fetch related tasks and notes to build a complete timeline
Method Path: GET /contacts/:contactId
Key fields: contactId, email, name, lastUpdated
Trigger: a new or updated task in GHL
Actions: TimelinesAI creates or updates tasks and associates them with the corresponding contact
Method Path: POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: a tag is added to a contact in GHL
Actions: TimelinesAI updates the contact tags and adjusts segmentation accordingly
Method Path: POST /contacts/:contactId/tags
Key fields: contactId, tag, tagId
Zero code setup enables rapid integration between Contacts API and TimelinesAI
Automates data sync across contacts, tasks and notes without manual data entry
Scales with your business and supports complex workflows
Key elements include contacts, tasks, notes, appointments and tags. Processes cover authentication, data mapping, and event driven updates between GHL and TimelinesAI.
GHL API is the platform’s programmatic interface for working with contacts, tasks, notes and more.
An endpoint is a specific URL path that allows a particular operation in the API, such as retrieving a contact or creating a task.
Authentication verifies who is calling the API and grants access to the requested data, typically via OAuth or API keys.
A webhook lets apps receive real time notifications from GHL when data changes.
Automatically enrich contact profiles in TimelinesAI using data from GHL when a contact is updated.
Trigger tasks in GHL based on TimelinesAI activity and keep both in sync.
Build live dashboards in TimelinesAI showing contact timelines pulled from GHL.
Create a GHL API key and OAuth credentials for TimelinesAI.
Enter credentials in TimelinesAI and authorize the connection.
Map GHL contact fields to TimelinesAI fields for a seamless data flow.
You authenticate by using the GHL credentials configured for TimelinesAI. Use the recommended OAuth 2.0 flow or API key method as supported by your setup. Ensure the Contacts API scope is set to read only as required. After authorization, TimelinesAI can request contact data securely. The connection should be tested with a sample contact to confirm data syncing works as expected. For ongoing security, rotate credentials periodically and monitor access logs. Limit scopes to what is strictly necessary to minimize risk.
Core syncing involves endpoints like GET /contacts/:contactId for retrieving contact data and related endpoints for tasks, notes, and appointments. TimelinesAI uses these endpoints to populate timelines and activity histories. You can also push updates via POST and PUT endpoints for tasks and tags to keep both systems aligned. Regularly review field mappings to ensure contact attributes, task states, and notes reflect in TimelinesAI as intended.
No code is required if you use a connector or native integration in TimelinesAI. The setup relies on API credentials and field mappings to establish the data flow. If you need custom transformations, lightweight scripting within TimelinesAI can handle them without writing server-side code.
Yes. You can map standard fields such as contactId, email, name, and custom fields between GHL and TimelinesAI. Field mappings define how data elements transfer and appear in TimelinesAI dashboards and timelines.
Real time updates are possible via webhooks and event driven endpoints. When a contact or related item changes in GHL, TimelinesAI can receive a notification and sync the new data automatically.
Security is managed through OAuth or API keys with scoped access. Use least privilege and rotate credentials regularly. All data transfers should be over secure channels and access should be logged and auditable.
TimelinesAI provides logs and error messages for failed requests. Check the integration status in TimelinesAI diagnostics, review API response codes, and verify credentials if you encounter failures.
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