Use the provided GHL API key with the required scope: contacts.readonly. This ensures read access to contact data while keeping your integration secure.
Urable authenticates via OAuth 2.0, requesting access to contacts data from your GHL account. Ensure your app is granted the scopes needed for reads and updates as required.
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 when a contact is requested in Urable to fetch the latest details, tasks, and notes to keep the CRM in sync.
Actions: GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes to assemble a complete contact profile.
GET /contacts/:contactId
contactId; fields for tasks and notes if needed
Trigger when a new task is created or an existing task is updated for a contact.
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
POST /contacts/:contactId/tasks
contactId; taskId; status
Trigger when notes are added or updated for a contact.
Actions: GET /contacts/:contactId/notes; POST /contacts/:contactId/notes
GET /contacts/:contactId/notes
contactId; noteId
Faster time-to-value with a no-code mindset using templated endpoints and triggers.
Easier data synchronization between Urable and your GHL CRM with real-time or scheduled pulls.
Lower maintenance through reusable components and minimal custom coding.
Key elements and processes you’ll use: contacts, tasks, notes, and endpoints. This glossary clarifies how they relate in the Urable to GHL workflow.
A person record in GHL that Urable reads or updates, including associated tasks, notes, and appointments.
A textual entry linked to a contact that provides context, updates, or history.
An activity linked to a contact, such as a follow-up call, email, or meeting.
Scheduled meetings tied to a contact, stored in the CRM and retrievable via endpoints.
Use the endpoints to pull new contact details and create initial tasks or notes as part of onboarding.
Automatically update contact data and trigger campaigns based on task or note changes.
Capture updates to notes and tasks to build a timeline for each contact.
Register your Urable app in GHL, request the necessary scopes (contacts.readonly), and obtain your API key.
Map the required endpoints to Urable fields and set up data transformation rules.
Run test requests to verify data flow and enable live syncing in production.
In most cases you can connect without custom code using the integration templates. If you need advanced logic, you can add small scripts or use webhooks. Always start with read-only access to verify data flows. This keeps your data safe while you test.
The required permission is contacts.readonly. This scopes allows reading contact data without making changes. For writes, you would request additional scopes per your use case.
Key endpoints include GET /contacts/:contactId for profile data, GET /contacts/:contactId/tasks for tasks, and GET /contacts/:contactId/notes for notes. Other useful endpoints include PUT/POST operations to update tasks or add notes.
Respect rate limits by batching requests, using incremental sync, and implementing exponential backoff. GHL API responses include rate limit headers to guide retries.
Yes. Use data mapping rules in Urable to translate fields between systems. You can create virtual fields to adapt data types and naming conventions as needed.
Api keys should be stored securely (e.g., in a vault). Rotate keys periodically and use IP restrictions where available.
Your API key and scopes are available in your GHL developer console. Create a new app, then copy the client ID, client secret, and requested scopes.
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Complete Operations Catalog - 126 Actions & Triggers
