Authenticate using OAuth 2.0 with your GHL API credentials. Use your client ID and secret, request the contacts.readonly scope for read access, and securely store tokens.
TradePortal authenticates to the Contacts API via OAuth 2.0. After you authorize, TradePortal can request endpoints such as GET /contacts/:contactId to read data within the granted scopes.
– 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 on contact create or update events in TradePortal
Actions: retrieve and sync contact records, associated tasks, notes, and appointments
GET /contacts/:contactId
contactId, name, email, phone
Trigger on task creation or updates tied to a contact
Actions: create, read, update tasks; pull notes for the contact
GET /contacts/:contactId/tasks
contactId, taskId, status, dueDate
Trigger when viewing or selecting a contact in TradePortal
Actions: fetch notes, appointments, and related data for the contact
GET /contacts/:contactId
contactId, name, email, relatedNotes, upcomingAppointments
Fast setup: connect in minutes without writing code
Automation-ready: triggers and actions across contacts, tasks, notes, and appointments
Unified data flow: keep your CRM and TradePortal in sync
Elements: endpoints, authentication, triggers, actions, and data mapping. Processes: connect, authorize, test, and deploy.
A specific URL on the API that performs a function or returns data.
The process of proving identity to access API resources securely.
An event that starts a workflow in response to data changes.
An authorization framework to grant limited access to APIs without sharing passwords.
Automatically generate a follow-up task in TradePortal when a new contact is created via the API.
Pull notes from the Contacts API into TradePortal to provide context on every contact.
Link task completion to appointment creation to streamline scheduling.
Register an app in the GHL developer portal and obtain a client ID and secret.
Run the OAuth flow to grant permissions for the necessary scopes (e.g., contacts.readonly).
Test endpoints, verify data mappings, then deploy automation.
Use OAuth 2.0 to obtain an access token and include it in your API requests. In TradePortal, navigate to the Connections area to test the link and verify scopes. Ensure you store tokens securely and refresh as needed.
Available read endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments. You can also GET /contacts/ to list all contacts. Each requires the correct scope.
Writing and updating are possible with endpoints like POST /contacts/, PUT /contacts/:contactId, and POST /contacts/:contactId/tasks, provided your app holds the contacts.write scope. Always test in a safe environment.
For read-only access, use the contacts.readonly scope. If you need write access, request the contacts.write scope or create a separate integration with explicit permissions.
Use a sandbox or staging environment to test requests. Verify tokens, scopes, and data mappings by performing sample calls and validating responses.
Yes. You can pull notes and tasks via endpoints like GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks to enrich CRM data in TradePortal.
API rate limits vary by plan. Check the GHL API docs for current quotas. The TradePortal integration should implement retries and exponential backoff to avoid hitting limits.
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Complete Operations Catalog - 126 Actions & Triggers
