Authenticate requests to the GHL Contacts API using a secure API key or OAuth token. Store credentials securely and rotate keys regularly to protect data.
Urlbox uses its own credentials to authorize Zapier automations and calls to the Urlbox endpoints. Use the API keys provided in your Urlbox account and keep them secret.
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 created or updated in GHL and use the data to drive Urlbox image generation or reporting.
Actions include creating tasks, notes, or tags in GHL from Urlbox events and updating contact fields as data changes.
Use GET /contacts/:contactId to pull contact data into Urlbox flows and map fields to your templates.
contactId, name, email, phone, company, customFields
Trigger when new tasks or notes are added to a contact to keep Urlbox dashboards up to date.
Actions include creating or updating GHL tasks and notes from Urlbox events.
GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes for full context.
taskId, noteId, status, dueDate, priority
Trigger on batch imports to populate Urlbox templates with contact data.
Actions include pulling multiple contacts via GET /contacts/ and enriching Urlbox campaigns with notes and tags.
GET /contacts/ to fetch multiple records.
contacts array, businessId, id
Build powerful workflows in minutes without writing code using Zapier to connect GHL and Urlbox.
Visual automation lets non developers map fields, trigger image generation and update records across platforms.
Faster onboarding and consistent data across your CRM and media assets for better reporting.
The following terms describe data elements and the process flow for the integration.
A person in GHL with contact details and associated records like notes tasks and appointments.
A to do item linked to a contact to track activities or follow ups.
A free text entry attached to a contact used for notes and context.
A business entity referenced in contacts to group by organization.
Fetch contact data with GET /contacts/:contactId, then trigger Urlbox to generate branded images and attach them to the contact notes.
When notes are added, create or update Urlbox generated assets to reflect changes across channels.
Use GET /contacts to pull a batch, then render a summary image in Urlbox for reporting.
Decide which endpoints to use and how to map fields to Urlbox templates.
Create API keys in GHL and Urlbox and connect via Zapier or your chosen automation tool.
Run tests, verify data flow, and set up ongoing monitoring and alerts.
The integration exposes endpoints to read contacts, tasks, notes and appointments as well as create and update records. You can pull a single contact with GET /contacts/:contactId or fetch lists with GET /contacts/. For richer workflows you can retrieve tasks and notes tied to a contact. Use these endpoints in your Urlbox templates and automation pipelines to assemble personalized assets. Ensure you respect rate limits and paginate results for large datasets. The data retrieved can be used to drive Urlbox generated images and reports in your campaigns.
No code is required to set up the basic connection. Use a tool like Zapier to create Zaps that trigger on GHL events or on a schedule and then call Urlbox endpoints. Map fields from GHL to your Urlbox templates within the Zapier editor. If you prefer code, you can build custom webhooks and handlers, but the no code path is designed for rapid deployment.
GHL authentication can use a secure API key or OAuth token. Generate credentials in your GHL account and store them securely in your automation tool. Rotate keys periodically and follow best practices for secret management. When setting up the connection in Zapier, supply the necessary headers and tokens to authorize each API call.
You can fetch multiple contacts using GET /contacts/. Depending on pagination, you may need to loop through pages. For large imports, consider batching and incrementally syncing changes rather than pulling the entire dataset in a single run. This helps stay within rate limits and keeps resources efficient.
API rate limits depend on your GHL plan and Urlbox configuration. Plan for retries and implement exponential backoff in your automation. Consider caching frequently requested data and using incremental sync to reduce call volume.
To handle updates, design a sync strategy that maps source changes to target fields in Urlbox assets and GHL records. Use id-based matching (such as contactId) to avoid duplicates and set up event-driven triggers for real-time sync or near real-time updates. Regularly review logs and implement alerts for failures.
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Complete Operations Catalog - 126 Actions & Triggers
