Use OAuth 2.0 to grant access to the Contacts API with the scope: contacts.readonly to read contact data.
Allow Uscreen to access your Contacts data within GHL by granting permission for the configured scope.
Below are the core endpoints used by the Uscreen integration to read and manage contact data, tasks, notes, and more.
Trigger when a contact is updated or a related task changes to keep Uscreen in sync with the latest data.
Actions include syncing contact details, creating or updating tasks, and logging related notes in Uscreen.
Uses GET /contacts/:contactId to pull the full contact record and then pulls tasks with GET /contacts/:contactId/tasks as needed.
Key fields: contactId, name, email, phone, tags, notes, lastActivity
Trigger when new tasks or notes are added to a contact to surface updates in Uscreen.
Actions include syncing tasks and notes back to Uscreen and updating related dashboards.
Endpoints used: GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to retrieve work items and context.
Key fields: taskId, taskTitle, status, dueDate; noteId, noteContent
Trigger when a new user signs up or a significant event occurs in Uscreen to create a contact in GHL.
Actions include POST /contacts/ to create and PUT /contacts/:contactId to update records after creation.
Key paths: POST /contacts/ for creation; PUT /contacts/:contactId to update existing records.
Key fields: name, email, phone, businessId, tags, source
Build powerful automations without writing a single line of code.
Move data between Uscreen and GHL with visual workflows and triggers.
Scale your operations with real-time sync and reliable endpoints.
This section explains the main elements, endpoints, and processes used to connect Uscreen with the GHL Contacts API.
People stored in GHL representing customers or leads with associated data.
Assignable activities linked to a contact, such as calls or follow-ups.
Free-form text comments attached to a contact for context.
API routes used to access contacts, tasks, notes, and more.
Automatically tag new Contacts based on signup source to segment audiences in Uscreen.
Sync task status and enrollment events between GHL and Uscreen for richer customer profiles.
Create Uscreen reminders when contact tasks approach due dates, improving follow-ups.
Authorize GHL to grant access to the Contacts API for Uscreen.
Select endpoints (read-only) and map fields to Uscreen data structures.
Run tests, verify data flow, and enable automations in production.
The Contacts API scope for this flow is read-only, focusing on retrieving contact data to inform Uscreen workflows. This helps protect customer information while enabling syncing and visibility in Uscreen. You can expand permissions later if needed, after assessing requirements.
No coding is required for the basic connection. The integration uses ready-made actions and triggers in the Zapier App Connector to map fields and automate data between Uscreen and the GHL Contacts API. Advanced custom logic would require code, but isn’t necessary for standard use.
By default, the workflows pull contact data, tasks, and notes via endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. You can extend with additional endpoints as needed.
Test the connection by running a dry run in Zapier, then verify sample records in Uscreen and GHL. Check API responses for authentication, scope, and endpoint paths, and use logs to troubleshoot.
Yes. You can create or update contacts in GHL from Uscreen events using POST /contacts/ and PUT /contacts/:contactId. Map fields consistently to keep profiles in sync.
Endpoints have usage limits and retry schedules. If you anticipate heavy traffic, implement backoff and monitor rate limits in the Zapier task history. We provide guidance in docs.
API keys and OAuth credentials are managed in your GHL developer console and the Uscreen app settings. Store credentials securely and rotate keys as part of best practices.
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Complete Operations Catalog - 126 Actions & Triggers
