Obtain API access from GHL, configure your OAuth or API key, and authorize Umso to read and write contact data. Use the provided scope (contacts.readonly) to tailor access to your needs.
Complete Umso’s OAuth flow to securely authorize the GHL Contacts API. You’ll enjoy token refresh and secure data exchange once connected.
Usage overview: Use GET for retrieval (contacts, tasks, notes, appointments), POST/PUT for creating and updating, and DELETE for removal. Here are the endpoints you’ll typically use with Umso: – 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: a contact is created or updated in either system; Umso pushes the change to GHL through the appropriate endpoint.
Actions: upsert contact data, create tasks, add notes, update tags to keep both systems in sync.
Example paths: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, POST /contacts/:contactId/tags
Key fields: contactId, taskId, tagId, businessId
Trigger: nightly or hourly batch jobs to sync large sets of contacts, tasks, notes.
Actions: bulk create/update contacts, attach notes, assign tasks in a single run.
Paths used in batch: POST /contacts/, POST /contacts/:contactId/tasks, POST /contacts/:contactId/tags, PUT /contacts/:contactId
Fields: contactId, taskId, tag, businessId
Trigger: user-initiated lookup from Zapier to fetch latest contact data and enrich records.
Actions: fetch and enrich, create notes, update tags.
GET /contacts/:contactId, POST /contacts/:contactId/notes, PUT /contacts/:contactId
Fields: contactId, noteId, tag
No coding required to automate contact flows between Umso and your GHL workspace.
Visual workflow builders and Zapier triggers let you design complex automations quickly.
Improved data consistency across systems with centralized data governance.
This glossary explains API terms, endpoints, triggers, and actions you’ll encounter when connecting Umso to the GHL Contacts API.
Application Programming Interface: a set of rules and protocols that allow apps to communicate and exchange data.
A specific URL path in an API used to access a resource or perform an action.
The process of verifying identity to grant access to an API, typically via API keys or OAuth tokens.
A single operation that creates a new resource or updates an existing one if it already exists.
Set up a live webhook-driven flow so changes to a contact update instantly in both systems.
Design a batch process to move large datasets between Umso and GHL using the endpoints you’ll use most.
Automatically tag contacts, attach notes, and keep an activity log across systems.
Generate an API key and configure OAuth credentials in GHL, then authorize Umso to access your Contacts data.
Map contact fields between Umso and GHL, and define triggers for updates, new contacts, or tasks.
Create a Zapier workflow or Zap to automate data flow using the endpoints listed above.
The GHL Contacts API is a RESTful interface that lets you read and manage contacts, tasks, notes, and related data. It enables automation tools and apps to access and manipulate contact information across systems. This guide shows how to use these endpoints with Umso to automate workflows. In a no-code setup, you’ll configure authentication, map fields, and build workflows that move data between Umso and GHL without writing code.
Yes. You can connect Umso to GHL without coding by using no-code automation tools like Zapier. However, you will still need to configure OAuth or API keys and map data fields to ensure the integration works as intended. The no-code approach accelerates setup and keeps maintenance lightweight while providing powerful automation capabilities.
Key syncing endpoints include GET /contacts/:contactId, GET /contacts/, GET /contacts/:contactId/tasks, POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId. These endpoints cover basic CRUD for contacts as well as related tasks, notes, and tags. Using these, you can build flows that create, read, update, or delete records across Umso and GHL as part of your automated processes.
Security is ensured via OAuth tokens or API keys with least-privilege scopes. Rotate credentials regularly and apply per-app permissions to limit access to only what is needed. Enable token refresh and monitor activity logs for unusual access.
Bulk updates can be accomplished by batching create/update calls or by using multiple sequential API calls in a single workflow. Use POST /contacts/ to create or update contacts, POST /contacts/:contactId/tasks to attach tasks, and POST /contacts/:contactId/tags to set tags in one automation flow. When supported by your automation tool, you can orchestrate these calls to process large datasets with minimal manual effort.
Authentication is handled via API keys or OAuth tokens issued by GHL. Your Umso app will store and securely refresh tokens as needed. Always apply the smallest scope necessary (e.g., readonly for data retrieval) and rotate credentials periodically.
Rate limits exist to protect the API and ensure fair usage. Plan for retries with exponential backoff and avoid hammering endpoints in a single workflow. If you anticipate high traffic, discuss quota increases with your GHL representative and design your automation to spread requests over time.
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