Authenticate between Trackdesk and the Contacts API using OAuth 2.0 with the scope contacts.readonly to securely access contact data.
Trackdesk authenticates to the GHL Contacts API using client credentials and access tokens. Store credentials securely and rotate secrets regularly.
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; contacts.write; 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 new contact is created or updated in Trackdesk, pull the latest core data from the Contacts API.
Actions: GET /contacts/:contactId to retrieve core fields; GET /contacts/:contactId/tasks to pull related tasks; GET /contacts/:contactId/notes to retrieve notes.
GET /contacts/:contactId
contactId, fields
Trigger: When a contact’s task data changes in Trackdesk, fetch updates from the API.
Actions: GET /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; DELETE /contacts/:contactId/tasks/:taskId
GET /contacts/:contactId/tasks
contactId, taskId
Trigger: When notes are added or updated in Trackdesk, pull the latest notes from the API.
Actions: GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id
GET /contacts/:contactId/notes
contactId, id
Instant data synchronization between Trackdesk and the GHL Contacts API without writing code.
Centralized customer data with unified search, filters, and reporting across both platforms.
Automations and triggers reduce manual work and accelerate workflows.
This glossary defines terms and processes used in the Trackdesk-to-Contacts API integration.
A person in your CRM whose data can be synchronized across Trackdesk and GHL.
A specific URL path used to access resources in an API.
Authorization framework for secure delegated access to APIs.
The level of access granted to API tokens, such as contacts.readonly.
Trigger a workflow that generates a template task set when a new contact is added in Trackdesk.
Summarize the latest notes and attach a digest to the contact record in Trackdesk.
Tag and route contacts based on activity and sync tags back to Trackdesk.
In Trackdesk, register a new API client and grant the Contacts API scope.
Authorize the app via OAuth and pull a sample contact to verify connectivity.
Move to production, enable logging, and monitor for errors and retries.
You can access core contact data, tasks, notes, and appointments for each contact via the API. This enables rich visibility and automation across Trackdesk workflows. The endpoints listed help you pull, inspect, and act on contact-related resources as needed.
No heavy coding is required for basic integration. Trackdesk can connect to the Contacts API using standard OAuth 2.0 and REST endpoints. For advanced automations, you may add light scripting or use Zapier-style workflows.
We recommend using OAuth 2.0 with the scope of contacts.readonly to securely access data. This ensures tokens are short-lived, revocable, and scoped to read-only contact information.
Respect the API’s rate limits and implement exponential backoff for retries. Use token refresh workflows and log any 4xx/5xx responses to diagnose issues quickly.
Yes. You can pull notes with GET /contacts/:contactId/notes and create notes with POST /contacts/:contactId/notes (when available). Keep in sync by triggering note fetch on changes.
Map fields like contactId, name, email, and other custom fields using your integration layer. Use field mapping to align Trackdesk data to the API’s response structure.
Refer to API error codes and the response payloads. Implement robust error handling, retries, and clear user-facing messages to minimize confusion during failures.
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Complete Operations Catalog - 126 Actions & Triggers
