Use OAuth 2.0 to authorize Upnify to access your Contacts API data. Generate an access token and refresh it as needed.
Connect Upnify to your GHL account by granting the app permission to read and write Contacts API resources. This ensures secure, token-based access.
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 contact is updated in Contacts API, Upnify pulls the latest data and syncs to downstream apps.
Actions: update contact in Contacts API, create or update related tasks.
GET /contacts/:contactId
Key fields: id, email, phone, status
Trigger: new or updated tasks in Upnify trigger actions in the Contacts API integration.
Actions: create, update, or complete tasks via POST, PUT, or DELETE on /contacts/:contactId/tasks
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: notes are added or updated for a contact in Upnify
Actions: create or update notes via POST /contacts/:contactId/notes
POST /contacts/:contactId/notes
Key fields: contactId, noteId, id
No-code automation lets you create powerful workflows in minutes, not days.
Fast setup, predictable data sync, and scalable automation.
Extensible with triggers, actions, and mapping options to fit your exact needs.
Core elements include endpoints, authentication, triggers, actions, and data mappings used to connect GHL with Upnify.
A specific URL and HTTP method used to access a resource in an API.
A process to verify and authorize access to an API, commonly OAuth 2.0 or API keys.
A push notification-style call from one app to another when a predefined event occurs.
An event that starts an automation in Upnify.
Capture new form responses in Upnify and push as new contacts in the Contacts API.
When a contact is added or updated, trigger follow-up tasks in Upnify.
Keep contact notes in sync across Upnify and Contacts API for a complete history.
Log in to GHL and grant Upnify access to Contacts API data.
Choose endpoints you want to sync and map data fields.
Run a test flow, verify results, and deploy to production.
The Contacts API is a GHL offering that lets you manage contacts, notes, tasks, and related data programmatically. It exposes endpoints to fetch, create, update, and delete records as needed. This enables flexible automation across apps. Two-way data flow between Upnify and the Contacts API ensures your teams stay aligned without manual entry.
No heavy coding is required. This integration provides no-code builders and templates to connect Upnify with the Contacts API. You can set up authentication, endpoint selection, and field mappings through guided steps, then test and deploy. If a custom need arises, you can still extend with advanced configurations.
The integration supports the major endpoints listed in the endpoint section, including contacts, tasks, notes, and business data. You can fetch, create, or update these resources and map fields between systems to ensure data parity. The exact endpoints you use depend on your workflow needs.
Authentication uses token-based methods (OAuth 2.0) to securely authorize Upnify to access the Contacts API. Tokens are refreshed automatically as needed. If your setup requires API keys, generate them from your GHL developer console and configure securely in Upnify.
Yes. Field mapping lets you align Upnify fields with Contacts API fields (for example, name, email, phone, and status). You can customize the mappings during setup to ensure data flows correctly between systems.
Errors typically arise from invalid credentials, missing permissions, or rate limits. Check the integration logs, verify scopes, and retry. If needed, adjust the endpoint configuration or contact support for deeper troubleshooting.
Logs and test results appear in the Upnify integration dashboard. Use the test mode to simulate flows, review data mappings, and export reports for auditing. Real-time status indicators help you monitor live runs.
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Complete Operations Catalog - 126 Actions & Triggers
