To call the Contacts API, obtain an OAuth token with the scope ‘contacts.readonly’. Use your GHL developer credentials to authorize TrekkSoft to fetch contact data.
TrekkSoft authenticates with GHL via OAuth client credentials. Store tokens securely, refresh before expiry, and apply the obtained access token to each API request.
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: New or updated contact in TrekkSoft; Action: pull full contact data via GET /contacts/:contactId.
Actions: Retrieve contact (GET /contacts/:contactId), fetch associated tasks (GET /contacts/:contactId/tasks) and notes (GET /contacts/:contactId/notes), then update TrekkSoft records as needed.
Method paths: Use RESTful GET calls to retrieve data; include contactId path parameter to target a specific record.
Key fields: contactId, name, email; related taskId; businessId.
Trigger: TrekkSoft periodically pulls /contacts/ to sync; Action: create/update contacts in TrekkSoft; use GET /contacts/ for batch.
Actions: GET /contacts/ to enumerate contacts; POST /contacts/ to create or update; PUT /contacts/:contactId/tasks/:taskId to adjust tasks.
Endpoint methods: GET for reads; POST to create; PUT to update.
Key fields: contactId, businessId, email, lastUpdated.
Trigger: Notes added or updated in TrekkSoft; Action: fetch notes via GET /contacts/:contactId/notes and apply tags via POST /contacts/:contactId/tags.
Actions: Retrieve notes, update TrekkSoft notes; assign or remove tags.
Methods: GET for notes; POST/PUT for tags.
Key fields: contactId, noteId, tagId.
Automate data flow between TrekkSoft and GHL without writing code.
Eliminate manual data entry by syncing contacts, tasks, notes, and appointments in real time.
Create powerful automated workflows that trigger actions in TrekkSoft based on GHL data.
This section explains API terms, endpoints, triggers, actions, and data fields used in the TrekkSoft-GHL integration.
Application Programming Interface: a set of rules that allow software applications to communicate.
OAuth 2.0-based authorization flow used to obtain access tokens securely.
A URL path that exposes a specific resource or action in an API.
An automated call or payload sent from one service to another when an event occurs.
Set up a trigger on TrekkSoft bookings; when a booking status changes, fetch the related contact record via GET /contacts/:contactId to refresh contact data in TrekkSoft notes and tasks.
Link TrekkSoft tasks with GHL notes so teams see context in both systems, using GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes.
Run a daily sync to reconcile TrekkSoft and GHL records, reducing duplicates and ensuring consistency.
Register TrekkSoft as a trusted app in the GHL developer portal and capture client_id and client_secret.
Set scope to contacts.readonly and the required endpoints from the list; configure redirect URI for TrekkSoft.
In Zapier, create a new TrekkSoft workflow, authenticate, and map Contacts API fields to TrekkSoft records.
The Contacts API exposes read access to core contact data, including basic fields like name, email, phone, and associated records such as tasks and notes. This enables TrekkSoft to present a unified customer view. Depending on your plan, you can fetch additional records like appointments and business associations to enrich TrekkSoft workflows.
You can set up the integration with no-code tools like Zapier App Connector; however, some configuration is needed (OAuth setup, field mappings). Some use cases may require lightweight scripting or Zapier automations for complex transforms.
Secure authentication uses OAuth 2.0 tokens; never embed client secrets in public code. Use token refresh and store tokens securely in your TrekkSoft vault or credentials manager.
For read-only workflows, start with GET /contacts/:contactId and GET /contacts/:contactId/tasks. For write-backed actions, use POST /contacts/ and POST /contacts/:contactId/tasks to update data.
Yes, you can update contacts via PUT /contacts/:contactId and tasks via PUT /contacts/:contactId/tasks/:taskId, syncing back to TrekkSoft. Use tags and notes endpoints to reflect changes in both systems.
API rate limits apply; plan-specific quotas exist. If you hit limits, implement backoff and batching strategies in your Zapier workflows.
API docs are available in the GHL developer portal and the TrekkSoft integration docs page. Review endpoint references, authentication flows, and sample payloads there.
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Complete Operations Catalog - 126 Actions & Triggers
