To work with the Contacts API, obtain an API key and configure the proper scopes (such as contacts.readonly or contacts.write) to control access. Use secure storage for keys and follow rate limits and retries as you integrate.
UpGuard authenticates with the GHL Contacts API using your API key and approved scopes. Ensure the connected app in UpGuard is configured with the correct credentials and that tokens are refreshed securely when needed.
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 new or updated contact is detected in UpGuard and should be mirrored in the Contacts API.
Actions: create or update the contact in /contacts/:contactId, and optionally sync related tasks and notes.
Typical methods: GET /contacts/:contactId for retrieval, POST /contacts/ to create, PUT /contacts/:contactId to update.
Key fields: contactId, name, email, phone, tags
Trigger: a task is created or updated in UpGuard and should be reflected in the Contacts API.
Actions: post to /contacts/:contactId/tasks; update task status and complete when applicable.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId, contactId, title, status, dueDate, description
Trigger: notes added or updated for a contact.
Actions: create/update notes at /contacts/:contactId/notes; attach relevant IDs and timestamps.
POST /contacts/:contactId/notes
Key fields: noteId, contactId, content, timestamp
No-code automation to sync contact data across systems without writing custom scripts.
Real-time data visibility in both UpGuard and the Contacts API for faster decision-making.
Faster workflows and reduced manual data entry through seamless, event-driven updates.
Key elements and processes: endpoints, triggers, actions, and data mapping.
Application Programming Interface: a set of rules that lets two applications communicate and exchange data.
A URL and an HTTP method that performs a specific operation on a service.
Notes are user-added comments or information attached to a contact record.
A real-time push mechanism that notifies your app when events occur in another service.
Automatically enrich contact records in UpGuard with data pulled from the Contacts API to enhance profiles.
Create security-related tasks in Contacts API when UpGuard detects risk signals or policy changes.
Attach UpGuard activity notes to contact notes in the API for audit trails and compliance.
Obtain your API key, set the appropriate scopes (read/write), and securely store the credentials.
In UpGuard, add Contacts API as a connected app using the API key and define endpoint mappings.
Run test syncs, verify responses, and monitor logs for any errors or rate-limit messages.
No-code options are available to connect UpGuard with the Contacts API. You can leverage built-in connectors and webhooks to automate data flow without writing custom code. This makes it easy to start syncing essential fields like names, emails, and notes quickly. In many cases, you can complete an initial setup in minutes by pasting your API key and selecting scopes. For permissions, ensure you grant the minimum required access (read for viewing data, write for creating or updating records) to maintain security and compliance.
Required permissions depend on your use case. For read-only dashboards, choose read-only scopes. If you need to create or update contacts, tasks, and notes, select write or update scopes accordingly. Always follow the principle of least privilege and rotate keys regularly. Monitor access logs and set up alerting for unusual activity.
Yes. You can sync tasks and notes to corresponding records in the Contacts API. Create tasks at /contacts/:contactId/tasks and attach notes at /contacts/:contactId/notes. This enables a complete activity history and streamlined workflows across both systems.
Store API keys securely using a secrets manager or encrypted storage. Do not embed keys in code or client-side scripts. Rotate credentials periodically and use scoped tokens. Enable audit logs and monitor for suspicious requests. Consider IP allowlists and rate-limiting to reduce exposure.
The integration can access endpoints such as GET /contacts/:contactId, POST /contacts/, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/notes, among others. The exact endpoints you use depend on your workflows. Refer to the core endpoints list to understand available operations and their required permissions.
Implement retries with exponential backoff and handle HTTP error codes gracefully. Use idempotent requests where possible to avoid duplicates. Log failures, monitor rate limits, and alert on spike in error rates. Cache responses judiciously to improve reliability without risking stale data.
Integration logs are available in your UpGuard dashboard and the connected app’s activity feed. Use these logs to trace API calls, examine payloads, and diagnose errors. Set up alerts for failed syncs or unusual activity to maintain ongoing health of the integration.
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Complete Operations Catalog - 126 Actions & Triggers
