Access to the GHL Contacts API requires your GHL credentials and the scope cases such as contacts.readonly. Store tokens securely and rotate them regularly.
Uptics authenticates using secure OAuth tokens to access GHL data through the connected integration. Protect client secrets and refresh tokens as 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 contact is created or updated in Uptics.
Actions: create or update a contact in GHL; update tags; attach notes.
Method paths: POST /contacts/ to create, PUT /contacts/:contactId to update.
Key fields: contactId, email, firstName, lastName
Trigger: a task is created in Uptics.
Actions: create or update tasks in GHL; update status; link to the related contact.
Method paths: POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: a note or appointment is created in Uptics.
Actions: create notes in GHL; create appointments; attach to the related contact.
Method paths: POST /contacts/:contactId/notes; POST /contacts/:contactId/appointments
Key fields: contactId, noteId, appointmentId
No code data synchronization between Uptics and GHL saves time and reduces manual entry.
Visual workflows and automations can be built without custom coding.
Rapid onboarding with ready to use endpoints and mappings.
Key concepts data elements and processes you will encounter in this integration.
An API is a set of rules that lets Uptics read and write data in GHL securely.
Authorization framework that grants Uptics access to GHL data on behalf of a user without sharing passwords.
Event driven notifications from GHL to Uptics when data changes occur.
A specific URL in GHL that Uptics can call to perform an action or retrieve data.
Whenever a new lead enters Uptics automatically create or sync the corresponding contact in GHL to keep both systems aligned.
Push task data from Uptics to GHL so teams can act on assignments without switching apps.
Log notes and scheduled appointments from Uptics into the contact timeline for context.
Register Uptics in your GHL console and obtain client credentials with the required scope.
Configure field mappings and sync rules to align contact data.
Run tests review logs and then enable the integration in production.
The integration connects Uptics to the GHL Contacts API to share contact data and related items across both systems. It enables you to create read and update records from Uptics with endpoints for contacts tasks notes and more. Two way data flow is supported where appropriate. The setup focuses on secure authentication field mappings and robust error handling so teams can work without manual data entry.
A wide range of endpoints is available including reading contact details tasks notes and appointments as well as creating updating and tagging contacts. You can selectively enable endpoints based on your needs and the scope assigned to the integration. End to end examples show how to fetch a contact then pull related tasks notes and appointments.
Yes no code experience is typically not required for basic syncs. The integration provides pre built mappings and step by step setup guidelines. For advanced flows you can customize mappings and triggers with minimal scripting if desired. Use the provided templates to accelerate deployment.
Security is built on OAuth tokens and scoped permissions. Tokens are rotated on a schedule and stored securely. All API calls use HTTPS and standard rate limiting to protect data integrity. Periodic audits and logs help you monitor access and activity.
Tokens are refreshed automatically within their expiry window and can be rotated on demand. Store secrets securely and avoid hard coding credentials. Revoke access if a connection is compromised. Use refresh tokens and secure vaults as recommended by your security policy.
Yes you can customize mappings for core fields such as email name phone and notes. The interface provides mapping options and transformation rules to align data between Uptics and GHL. For complex needs consider additional fields and lookups.
Logs and errors are visible in the Uptics integration dashboard with detailed messages. You can filter by date endpoint and status and export reports. If issues persist you can access troubleshooting guides and support channels.
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Complete Operations Catalog - 126 Actions & Triggers
