Use your GHL API token with the scope contacts.readonly to securely fetch contact data from the GHL system. Store credentials securely and rotate regularly.
Authenticate Umsatz-io with its API credentials and connect to GHL via a token-based flow. Limit scopes to what you need and test in a sandbox.
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: New or updated contact in Umsatz-io initiates a fetch from GHL to refresh contact data.
Actions: Create or update the GHL contact with the latest Umsatz-io data; ensure id, email, and name fields are synchronized.
GET /contacts/:contactId
id, email, firstName, lastName, phone, company
Trigger: Umsatz-io task events cause a corresponding task in GHL to be created or updated.
Actions: Create or update GHL tasks tied to the contact; map status, dueDate, and title.
GET /contacts/:contactId/tasks
taskId, title, status, dueDate, contactId
Trigger: Notes added in Umsatz-io trigger a note in GHL for the contact.
Actions: Attach notes to the GHL contact and update note metadata for searchability.
GET /contacts/:contactId/notes
noteId, content, createdAt, contactId
No coding required; configure endpoints and field mappings via the UI.
Faster time-to-value with ready-made connectors and templates.
Centralized data flow between GHL and Umsatz-io improves visibility and automation.
Key elements include authentication, endpoints, field mapping, error handling, retries, and logging; core processes cover data flow, sync cycles, and monitoring.
A set of rules and functions that lets software apps communicate and exchange data.
A specific URL in an API that performs an action or returns data.
The process of proving identity to access protected API resources.
A security credential used to authorize API requests.
Fetch new Umsatz-io contacts and auto-create onboarding tasks in GHL with mapped fields.
Sync task status and due dates to trigger timely follow-ups in GHL.
Attach meeting notes to contacts to build a richer, searchable history in GHL.
Create a connection in Umsatz-io and authorize GHL with a token that has the contacts.readonly scope.
Select endpoints such as GET /contacts/:contactId and map fields like id, email, and name.
Run tests, verify data sync, monitor logs, and deploy the integration to production.
You can access contact data, notes, tasks, and appointments using the GHL Contacts API. Umsatz-io can pull this information to populate your CRM view and trigger automations. Ensure you have read permissions and follow rate limits. The mapping ensures fields like name, email, and phone align across both systems. Separate paragraph with details on rate limits and security best practices.
No coding is required; use the no-code connectors and UI mappings to set up the integration. You can configure endpoints, map fields, and set triggers within the app. For advanced scenarios, minimal scripting may be supported in some environments. Test in a sandbox environment before going live.
Authentication uses tokens with scoped access to the GHL Contacts API and Umsatz-io credentials. Rotate tokens regularly and store securely. Implement secure callback flows and verify permissions before enabling live data transfer. Renew tokens as needed and document permission scopes.
Essential endpoints typically include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes for a unified view. Additional endpoints can support appointments and business data as your workflow requires. Tailor the endpoint set to your specific use case.
Check logs in Umsatz-io and GHL for request/response patterns. Verify IDs, endpoints, and authentication tokens. If a request fails, confirm scopes and rate limits, retry with exponential backoff, and ensure data mapping is correct. Use test data to reproduce issues safely.
Yes. Field mappings are customizable to match your data model. You can transform fields during transfer, concatenate names, or split full names into first and last names. Validate mappings with sample data before going live. Maintain a changelog for mapping updates.
Implement robust error handling with clear retries and fallback workflows. Use dedicated error logs and alerts. Validate responses, handle partial failures, and aim for idempotent operations where possible. Document common error codes and remediation steps.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
