How to Connect UpViral to Contacts API

Two-way synchronization between the Contacts API and UpViral for streamlined contact workflows.

How to connect UpViral with the Contacts API

This guide walks you through authenticating with the GHL Contacts API, selecting the right endpoints, and building automated flows from UpViral to manage contacts, tasks, notes, and more—without coding.

Authenticate the GHL API (Contacts API)

To authorize UpViral to access your GHL Contacts data, obtain an API credential configured with the scope ‘contacts.readonly’ and securely store it in UpViral. Use OAuth or token-based authentication as supported by your GHL account.

UpViral authorization

Add your GHL API credentials to UpViral settings and grant the necessary permissions to read contact data. This enables UpViral to create, view, and tag contacts as part of automation workflows.

GHL Contacts API Endpoints

Key endpoints include: 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, and actions such as: 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.

Top 3 ways UpViral connects to the Contacts API

1) Auto-create and tag new contacts from UpViral events

Trigger: when a new lead enters UpViral, automatically create the contact in GHL and apply campaign-specific tags.

Actions: create or update the contact in GHL, assign tags, and create a follow-up task if needed.

Methods/Paths: POST /contacts/ to create, PUT /contacts/:contactId to update, and POST /contacts/:contactId/tasks to schedule follow-ups.

Key fields: email, firstName, lastName, tags, campaignId

Top 3 ways UpViral connects to the Contacts API

2) Sync campaign data into contact notes

Trigger: UpViral campaign status updates.

Actions: append notes to the contact, update fields like campaignStatus, and create tasks if thresholds are met.

Methods/Paths: GET /contacts/:contactId, PUT /contacts/:contactId, POST /contacts/:contactId/notes.

Key fields: lastCampaign, campaignStatus, notes, engagementScore

Top 3 ways UpViral connects to the Contacts API

3) Create tasks for re-engagement based on UpViral triggers

Trigger: UpViral events indicate engagement milestones.

Actions: create tasks, assign owners, set due dates, and notify teams.

Methods/Paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed.

Key fields: taskId, dueDate, status, assignee

Benefits of a no-code integration between UpViral and the Contacts API

Fast setup with visual workflow builders—no coding required.

Automated data synchronization reduces manual data entry and errors.

Scales with your campaigns, enabling consistent contact management and follow-ups.

Glossary and Key Terms

Understand core concepts: endpoints, authentication, triggers, actions, and field mappings that make the UpViral–GHL connection work.

API

Application Programming Interface. A set of rules that allows one app to talk to another.

Endpoint

A specific URL and HTTP method used to perform actions on a resource in the API.

Authentication

The process of proving identity and permissions to access API data.

Webhook

A URL that receives event notifications to trigger automated actions.

People also Search for:

Creative ideas for connecting UpViral to the Contacts API

Lead capture to contact sync

Automatically create and tag new UpViral leads in GHL to kick off personalized campaigns.

Notes-driven nurturing

Use UpViral events to append notes and adjust engagement scores in GHL.

Automated tasks for follow-ups

Create scheduled tasks in GHL when UpViral milestones are reached.

3 Simple Steps to Connect UpViral with Contacts API

Get your API credentials

Obtain your GHL API key with the required scope and enter it into UpViral.

Configure endpoints and field mappings

Choose endpoints and map contact fields between UpViral and GHL.

Test, verify, and deploy

Run tests, check logs, and go live with confidence.

Frequently Asked Questions

What authentication is required for the GHL Contacts API?

You authenticate using a GHL API credential with the required scopes. Use OAuth or token-based authentication as supported by your account. Ensure the scope includes contacts.readonly. Store credentials securely in UpViral settings. If your access is restricted, contact your GHL administrator to grant the necessary permissions.

The integration exposes endpoints for reading contact data, tasks, notes, and more. It also supports creating and updating contacts and related resources through POST, PUT, and DELETE actions. Refer to the endpoint list in the documentation for detailed usage and parameter requirements.

No heavy coding is required. Use the no-code connectors to map fields and set up triggers. Some light configuration is needed in UpViral to authorize and route data to the correct endpoints.

Map fields by matching UpViral forms or campaigns to GHL contact fields such as email, name, campaignId, and tags. Use the field mapping interface in UpViral’s integration settings.

Rate limits depend on your GHL plan. If you hit limits, stagger requests or batch actions where possible to maintain reliability.

Yes. You can create tasks in GHL from UpViral triggers and assign owners and due dates to ensure timely follow-ups.

Test the flow by triggering sample leads in UpViral, monitor the activity logs in UpViral and GHL, and review data in the Contacts section before going live.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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