How to connect Treeapp to Contacts API

GHL Contacts API and Treeapp: Seamless integration for your workflows

How to connect Contacts API with Treeapp

This guide walks you through authenticating, selecting endpoints, and building reliable automations using the Contacts API in GHL together with Treeapp.

Authenticate with Contacts API

Use OAuth or API keys to securely authorize Treeapp to access your GHL Contacts data. Create a developer app in GHL, grant the needed scopes (read-only for data consumption, or write to update records), and store credentials securely in Treeapp.

Authenticate Treeapp to GHL

Ensure Treeapp has valid credentials and uses secure transports when calling GHL endpoints. Rotate keys regularly and log access for auditing.

Key Endpoints for Contacts API

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, 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

Top 3 Connections between Contacts API and Treeapp

Fetch a contact and its tasks

When a new contact is created in Treeapp, pull the contact data into GHL to create or update the corresponding contact record.

Use GET /contacts/:contactId to fetch the profile, then GET /contacts/:contactId/tasks to load tasks. Update or create the contact in GHL as needed, and attach tasks.

GET /contacts/:contactId plus related endpoints like GET /contacts/:contactId/tasks

contactId, name, email, phone, status

Top 3 Connections between Contacts API and Treeapp

Update a contact's tasks from Treeapp

When a task is created or updated in Treeapp, push changes to GHL and keep the contact’s task list in sync.

Create or update tasks with POST /contacts/:contactId/tasks and update task details via PUT /contacts/:contactId/tasks/:taskId.

POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId

contactId, taskId, title, dueDate, status

Top 3 Connections between Contacts API and Treeapp

Notes and appointments sync

When notes or appointments are added or updated in Treeapp, sync with GHL notes and calendar data.

Fetch notes with GET /contacts/:contactId/notes and appointments with GET /contacts/:contactId/appointments, then reflect changes in GHL notes or events.

GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments

contactId, noteId, appointmentId

No-code benefits

Build powerful integrations without writing code. Use visual workflows to connect Treeapp with the GHL Contacts API.

Centralize contact data across Treeapp and GHL for unified views and actions.

Automate data syncing, alerts, and task creation to reduce manual effort.

Key terms and glossary

A quick glossary of terms used in this integration guide: endpoints, triggers, actions, authentication, and data fields.

API endpoint

A URL path that performs a specific operation (read, write, update) on a resource.

Trigger

An event that starts a workflow, such as a new contact or a task update.

Webhook

A method for real-time notifications from an API to another app.

Authentication

The process of validating an app’s identity (OAuth, API keys) before accessing data.

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3 creative ideas for integrating Contacts API with Treeapp

Automated contact lifecycle updates

Use webhooks to automatically propagate changes from Treeapp to GHL and back, keeping contact records current.

Smart task orchestration

Automatically create and update tasks in GHL from Treeapp events to streamline workflows.

Unified notes and calendar

Sync notes and calendar data across Treeapp and GHL for a complete 360° view.

3 steps to connect Contacts API with Treeapp

Register the integration

Create a new app in GHL, obtain client credentials (client_id, client_secret), and set the appropriate scopes.

Authenticate and test

Set up OAuth2 or API key authentication in Treeapp and verify access to the Contacts API endpoints.

Implement endpoints

Configure requests to the Contacts API endpoints, map fields, and test end-to-end flows.

FAQs

What permissions are required to access contact data?

You typically need read and write permissions for contacts to sync information. Ensure scopes include at least contacts.readonly and contacts.write as needed. Use least-privilege access and rotate credentials regularly.

Store credentials in a secure vault or secret management service. Use environment variables and encrypted storage, and rotate keys periodically. Consider using OAuth refresh tokens where possible.

Yes. You can automate task creation and updates by wiring Treeapp events to POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId.

Notes are retrieved with GET /contacts/:contactId/notes and appointments with GET /contacts/:contactId/appointments. They can be synced to GHL notes and calendar events.

Endpoint rate limits vary by plan. Plan for bursts during syncs and implement backoff and retries to stay within quotas.

Webhooks are recommended for near real-time updates. You can configure events to push changes from Treeapp to GHL or vice versa.

Endpoint definitions, payload shapes, and example requests are documented in the API reference for the Contacts API. Use the provided samples to map fields.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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