Authenticate with the Contacts API using a secure API key or OAuth flow. Ensure the scope includes contacts.readonly for read access and add write permissions where needed.
In Upfirst, configure a connection with your Contacts API credentials. Use the appropriate token or OAuth client, and store credentials securely.
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: when a contact is opened or created in Upfirst, fetch the contact details from Contacts API.
Actions: sync key contact fields (name, email, phone) and pull related tasks; create or update notes if needed.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, status
Trigger: a contact field is updated in Upfirst and needs reflecting in Contacts API
Actions: PUT /contacts/:contactId and POST /contacts/:contactId/tasks to create follow-up tasks
PUT /contacts/:contactId
Key fields: contactId, updatedAt, status, tasks
Trigger: changes in contact data trigger a full sync of notes and appointments
Actions: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments to pull related records
GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: contactId, notes, appointments
Automate routine data synchronization without writing a single line of code
Consolidate contacts, tasks, notes, and appointments in a single workflow so teams move faster
Fast setup with visual builders, triggers, and actions that scale with your needs
Definitions of common terms to help you configure the integration correctly.
A specific URL path exposed by the API used to fetch or modify data.
A method to verify identity and grant access to the API, typically via API keys or OAuth tokens.
An authorization framework that enables apps to access user data securely with tokens.
A callback mechanism that notifies your app when data changes.
Whenever a note is added to a contact in Upfirst, automatically create a related task in the Contacts API.
Pull key contact fields and share a concise summary in Slack or email via Upfirst.
Use appointment data to trigger follow-up tasks or reminders in your workflow.
Obtain the API key or OAuth credentials from the Contacts API dashboard and add them to Upfirst.
Complete the OAuth flow or provide the API token and grant required scopes.
Map contact fields, tasks, notes, and appointments and run a test sync.
The Contacts API provides endpoints to fetch individual contacts, their tasks, notes, and related data, making it easy to assemble a complete view of a contact in Upfirst. Use the endpoint GET /contacts/:contactId to start, then pull related resources as needed. You can also use batch calls or sequential syncs to keep data in sync. These endpoints enable you to surface up-to-date contact information in your workflows.
No coding is required to set up this integration. Upfirst’s visual builders let you connect the Contacts API using connectors, triggers, and actions. You can map fields, configure authentication, and test a sync without writing code. For advanced needs, you can supplement with lightweight scripts, but it is fully functional no-code.
You can use either API keys or OAuth tokens depending on what the Contacts API supports and your security posture. API keys offer simple, quick connections, while OAuth provides user-scoped access with token-based authentication. In Upfirst, store credentials securely and rotate tokens as recommended.
Rate limits and error handling are managed through retries and backoff strategies. If you hit rate limits, slow down requests, cache results when possible, and implement deltas rather than full fetches. Log errors and provide clear fallback messaging in your workflows.
Yes. Field mapping lets you choose which contact fields, tasks, notes, and appointments flow between systems. You can rename fields, transform formats, and decide which fields trigger updates in Upfirst. This ensures only relevant data is synced.
Absolutely. You can configure triggers to create tasks from notes, or to generate reminders when appointments approach. This enables proactive follow-ups and ensures your team stays aligned across platforms.
Sync history and logs are available in Upfirst’s connection dashboard and the Contacts API’s audit trail. You can review run times, outcomes, failed records, and retry attempts to diagnose issues and verify data accuracy.
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