Access to the Contacts API uses OAuth 2.0 tokens with the scope contacts.readonly to protect sensitive contact data.
Trevor-io authenticates API requests with a secure token or API key, granting access to read and manage contact related data per the permissions you configure.
Key endpoints include: GET /contacts/:contactId to retrieve a contact, GET /contacts/:contactId/tasks for tasks, GET /contacts/:contactId/tasks/:taskId for a specific task, GET /contacts/:contactId/notes for notes, GET /contacts/:contactId/notes/:id for a single note, GET /contacts/:contactId/appointments for appointments, GET /contacts/ to list contacts, GET /contacts/business/:businessId for business details, and write or modify endpoints such as 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, and POST /contacts/:contactId/tags.
Trigger: need to fetch a contact’s tasks when a contact is updated in Trevor-io.
Actions: pull tasks, notes, and appointments using the GET endpoints to synchronize data.
Method: use GET calls for read operations; use POST/PUT/DELETE for create or update as needed.
Key fields: contactId, taskId, businessId, noteId.
Trigger: Trevor-io events push to Zapier via webhooks.
Actions: route through a middleware to format data and call the Contacts API endpoints.
Method: POST to webhook, then GET/POST/PUT to Contacts API as required.
Key fields: contactId, payload fields mapped to API schema.
Trigger: new contact created in Trevor-io triggers a sync in Contacts API.
Actions: auto-create or update contacts, tasks, and notes via API endpoints with minimal setup.
Key fields: contactId, taskId, noteId, tags.
No-code setup lets non-developers automate contact data flows quickly.
Visual workflows reduce manual data entry and errors.
Fast time-to-value by reusing existing Trevor-io triggers and the Contacts API.
A concise glossary of common API terms and how they apply to the Trevor-io and Contacts API integration.
A specific URL path exposed by an API that performs a defined operation on data.
An authorization framework that issues access tokens to allow secure API calls on behalf of a user.
An access token included in API requests to prove authorization.
A HTTP callback that notifies your app when an event occurs in another service.
Set up a workflow that syncs new or updated Trevor-io contacts to the Contacts API automatically.
Create a pipeline that updates Trevor-io with tasks and notes from the Contacts API.
Use contact updates to trigger targeted campaigns in Trevor-io via the Contacts API.
Register your app, obtain credentials, and authorize access to the Contacts API scope.
Set up the endpoints you will use and ensure the correct permissions (readonly) are granted.
Run test calls to retrieve a contact and its related data to verify the integration.
You authenticate via OAuth 2.0 with a token scoped to readonly access. This keeps data secure while you read contact records. The token is refreshed as needed to maintain a smooth data flow. In Trevor-io, store credentials securely and rotate them per your security policy.
The available endpoints include getting a contact, retrieving tasks, notes, and appointments, and managing contacts by creating, updating, or deleting records. Use the endpoints listed in the Endpoints section to build your workflows. Ensure you use the correct HTTP method for each operation.
Yes. You can create new contacts and update existing ones using POST and PUT requests, and manage tasks and notes via the relevant endpoints. Follow the API documentation for field mappings and validation rules. Test changes in a staging environment first.
Respect the API rate limits defined by Trevor-io. Implement exponential backoff and retry logic, and batch requests when possible to minimize calls. Monitor your usage in the app dashboard.
If the connection fails, check your credentials, verify scopes, and review error messages returned by the API. Confirm that the endpoint URL is correct and that your app has permission to read or modify the data.
Yes, no-code tools allow you to connect Trevor-io with the Contacts API using prebuilt connectors. You can configure triggers, actions, and data mappings without writing code. This is ideal for rapid prototyping and simple automation.
Map fields between Trevor-io and the Contacts API by aligning Trevor-io data fields to the API schema. Start with core fields like contactId, name, email, and phone, then extend mappings for tasks, notes, and tags as needed.
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