To access the Contacts API, obtain an OAuth 2.0 access token with the required scope (contacts.readonly) and refresh tokens as needed. Use secure storage and token rotation practices.
TouchSMS authenticates using OAuth 2.0 flows (or API keys where supported). Ensure the app is granted the same consent scope to access contact data securely.
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 created or updated in Contacts API
Actions: create or update the corresponding contact in touchSMS; create or update related tasks
Method path: GET /contacts/:contactId and POST /contacts/:contactId/tasks
Key fields: contactId, name, email, phone
Trigger: new notes or appointments are added for a contact
Actions: push notes and schedule events into touchSMS; link them to the correct contact
Method path: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: contactId, id, type
Trigger: periodic sync or on-demand bulk update
Actions: bulk create/update in touchSMS; apply tags and business associations
Method path: GET /contacts/; POST /contacts/; PUT /contacts/:contactId
Key fields: contactId, businessId
Automate data flow and keep records in sync without writing custom code.
Maintain a single source of truth for contacts, activities, and campaigns across platforms.
Accelerate outreach with timely updates and reminders powered by integrated data.
Overview of endpoints, triggers, actions, and fields used to move data between the Contacts API and touchSMS.
A specific URL path you call to perform an action or retrieve data from an API.
The industry-standard authorization framework used to obtain access tokens securely.
A real-time data push from one app to another when an event occurs.
A data attribute such as name, email, phone, or status that describes an entity.
Automatically create new contacts in touchSMS when they are added via the Contacts API, reducing manual data entry.
Generate tasks in touchSMS based on contact activity, deadlines, or notes in Contacts API.
Use tags and fields to segment audiences and trigger targeted touchSMS campaigns.
Register your application in the GHL account to obtain a client ID and client secret.
Set required endpoints and scopes (e.g., contacts.readonly) and provide redirect URLs for OAuth.
Run test flows, validate data sync, and deploy to production with monitoring.
No extensive coding is required to start. The integration leverages OAuth 2.0 for secure authentication and standard REST endpoints to move data between Contacts API and touchSMS. Use pre-built actions to map fields and automate simple flows. Second paragraph: Begin with a sandbox or testing environment, connect via your app credentials, and progressively enable data sync rules to minimize risk.
With the contacts.readonly scope, you can view core contact data such as name, email, phone, and recent activity. For updating or creating records, you’ll need the contacts.write scope and appropriate permissions. You can combine read and write access to support both viewing and updating data as your use case requires.
Yes. You can create or update contacts via POST /contacts/ and PUT /contacts/:contactId. Ensure your app has the proper permissions and that you map fields correctly to avoid duplicates. Consider conflict handling and idempotent requests for reliability.
Security is upheld with OAuth 2.0 tokens, TLS encryption, and token refresh/rotation. Store tokens securely, implement least-privilege access, and revoke tokens if a breach is suspected. Regularly review permissions and monitor access logs.
Check API error messages and status codes in your logs, verify OAuth tokens are valid, and ensure endpoints are correct. Enable retry logic with exponential backoff and monitor rate limits to prevent throttling.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
