Authenticate using OAuth 2.0 with the Contacts API scope of contacts.readonly. Obtain a client ID and secret, request an access token, and include a Bearer token in each request to ensure secure, scoped access.
Trustmary acts as the consuming app. Register your app in GHL, complete the OAuth flow to obtain access tokens, and store credentials securely. All calls to the API should include a valid access token and follow the defined 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; 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 a data sync whenever a new or updated contact is created in Trustmary to keep GHL Contacts up to date.
Create or update a contact in the Contacts API when Trustmary detects changes, keeping records consistent across systems.
POST /contacts/ or PUT /contacts/:contactId to upsert contact data.
Key fields include contactId, email, firstName, lastName, phone, tags, and status.
Trigger on a contact action (e.g., status change) to create or update tasks automatically.
Create or update tasks in the Contacts API when events occur in Trustmary.
PUT /contacts/:contactId/tasks/:taskId
Important fields: taskId, title, status, dueDate, priority.
When Trustmary adds a note, push it to the related contact in the Contacts API.
Post notes to /contacts/:contactId/notes to enrich context in GHL.
POST /contacts/:contactId/notes
Key fields: id, content, createdAt, author.
Automate routine data sync between systems without writing code.
Centralize contact data in one place for faster decision making.
Easily extend workflows with standard REST endpoints and triggers.
Understand endpoints, triggers, actions, and data fields that power your Trustmary and Contacts API integration.
An Application Programming Interface that enables software components to communicate and share data securely.
A standard authorization framework for obtaining access tokens to call APIs securely.
A specific URL pattern used to access a resource or perform an action in an API.
A mechanism for one app to notify another app about events in real time.
Automatically enrich Trustmary profiles with up-to-date contact data from the Contacts API to enhance segmentation and messaging.
Route tasks between Trustmary and the Contacts API based on triggers, reducing manual follow-ups.
Attach Trustmary notes to GHL contacts to provide richer context for sales and support teams.
Register your app, obtain OAuth tokens, and grant permissions for the Contacts API scope.
Map data fields between Trustmary and Contacts API and set up webhooks where needed.
Run end-to-end tests, monitor logs, and deploy to production once validated.
You will typically need the read scope (contacts.readonly) at minimum to pull contact data. If you plan to modify or create resources, request write permissions (e.g., contacts.write). Always scope tokens to the minimum access required. Begin by registering your Trustmary app in GHL and obtaining OAuth credentials. Then exchange for an access token to authorize API calls. Note: Store tokens securely and rotate credentials regularly to maintain security.
You will typically pull contact data using GET /contacts/:contactId, list a contact’s tasks with GET /contacts/:contactId/tasks, and attach notes with GET /contacts/:contactId/notes. Use POST /contacts/ to create new records or update existing ones, and consider batch operations and polling intervals to manage rate limits.
Real-time sync can be achieved via webhooks or periodic polling. When a contact is created or updated in Trustmary, trigger a corresponding create/update call to GET /contacts/:contactId and related endpoints. Ensure authentication headers are included on every request. Monitor webhook delivery status and implement retry logic to handle transient failures.
If a token expires, refresh tokens using the OAuth flow to obtain a new access token. If refresh fails, re-authenticate by reopening the consent flow. Keep refresh tokens secure and rotate credentials regularly. If you rely on service accounts, consider long-lived tokens where permitted and implement token expiry handling in your integration.
Yes. Start with a staging environment or use a sandbox/test data set. This lets you validate mappings and workflows without touching real customer data. Monitor errors in logs and adjust mappings as needed. After successful validation, promote changes to production with proper change management.
Basic setup requires no coding skills thanks to no-code automation features. More advanced scenarios can use custom webhooks and light scripting if needed, but the core flows are designed for non-developers.
Check the API documentation for rate limits, quotas, and best practices. If you anticipate higher usage, request a higher quota from your account manager and optimize calls with caching and batch operations. Consider implementing exponential backoff for retries and batching requests where possible.
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Complete Operations Catalog - 126 Actions & Triggers
