Use OAuth 2.0 with the scope ‘contacts.readonly’ to obtain a bearer token. Include the token in every request and store it securely. Refresh tokens before expiration.
Connect TrackVia to GHL using OAuth 2.0. The app will exchange tokens to access the Contacts API endpoints. Ensure the correct scope is granted and implement token refresh.
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — Retrieve tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task; GET /contacts/:contactId/notes — Retrieve notes for a contact; GET /contacts/:contactId/notes/:id — Retrieve a specific note; GET /contacts/:contactId/appointments — Retrieve appointments; GET /contacts/ — List contacts; GET /contacts/business/:businessId — Retrieve contacts by business; contacts.write — Permissions (write access to contacts); POST /contacts/ — Create a contact; PUT /contacts/:contactId — Update a contact; DELETE /contacts/:contactId — Delete a contact; POST /contacts/:contactId/tasks — Create a task for a contact; PUT /contacts/:contactId/tasks/:taskId — Update a task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add or update tags for a contact
Trigger: a contact is updated in GHL; pull the latest data into TrackVia via GET /contacts/:contactId.
Actions: create or update a TrackVia record using GET /contacts/:contactId and PUT /contacts/:contactId as needed; pull related tasks and notes.
GET /contacts/:contactId
contactId, name, email, phone, status
Trigger: new or updated tasks for a contact in TrackVia; fetch via GET /contacts/:contactId/tasks
Actions: push updated tasks and notes into TrackVia; update task status in GHL as needed.
GET /contacts/:contactId/tasks
taskId, subject, dueDate, status
Trigger: tags updated on a contact; respond via POST /contacts/:contactId/tags.
POST /contacts/:contactId/tags
contactId, tag
No-code automation lets you build workflows without writing code.
Real-time data synchronization between GHL and TrackVia keeps records current.
Flexible field mappings support scalable data models across systems.
Key elements include endpoints, authentication, field mappings, and error handling. The process covers setup, testing, and ongoing monitoring.
OAuth 2.0 is the authorization framework used to obtain access tokens for API requests.
An API Endpoint is a specific URL path that performs an operation, such as retrieving a contact or updating a task.
A token used to authenticate API requests, typically sent in the Authorization header.
A callback mechanism that notifies TrackVia of changes in GHL data.
Use GET /contacts to pull new lead data into TrackVia, creating or updating records automatically.
Link contact tasks from GHL to TrackVia tasks to trigger reminders and status updates.
Sync tags across systems and use them to segment records in TrackVia for targeted workflows.
Obtain OAuth tokens with the required scope (contacts.readonly) and securely store them.
Select and map the endpoints from the Contacts API to TrackVia actions (read, write, and delete as needed).
Run end-to-end tests, verify data integrity, and monitor logs after deployment.
The Contacts API lets you read core contact data and related resources like tasks, notes, appointments, and tags. You can pull details into TrackVia to drive workflows and keep records in sync. Use the provided endpoints to fetch, update, and manage contacts securely within the configured scopes.
Authentication uses OAuth 2.0 with a token that you exchange for API access. The token should be renewed before expiration and included in the Authorization header for every request. Keep tokens secure. In the integration setup, ensure the correct scope (e.g., contacts.readonly) is granted and that token refresh logic is in place.
Essential endpoints include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks to pull tasks, and POST /contacts/:contactId/tags to manage tags. These cover core read and write workflows.
Yes. You can create or update contacts from TrackVia by using POST /contacts/ and PUT /contacts/:contactId. TrackVia actions can trigger updates in GHL.
When an API call fails, implement retry logic with exponential backoff. Check HTTP status codes, validate inputs, and retry transient errors. Log the failure for debugging.
Yes. The API enforces rate limits. Plan your sync frequency accordingly and batch requests when possible to stay within quotas.
View logs in the GHL app connector and TrackVia integration dashboard. Use the error details to diagnose endpoints, tokens, or field mappings.
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Complete Operations Catalog - 126 Actions & Triggers
