Use OAuth 2.0 to request access tokens for GHL. Your app will exchange authorization codes for short‑lived tokens and refresh tokens. Ensure the requested scope includes contacts.readonly to view data. Always store tokens securely and renew them before expiry.
In Usherpa, configure OAuth credentials (client_id and client_secret) and set up a redirect URI. This enables your app to obtain access tokens that authorize requests to the GHL Contacts API on behalf of users.
– 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 on demand to fetch a contact’s core profile by ID.
Actions: GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments
GET /contacts/:contactId
Key fields: contactId; include related data as needed
Trigger to retrieve tasks for a contact
Actions: GET /contacts/:contactId/tasks; GET /contacts/:contactId/tasks/:taskId
GET /contacts/:contactId/tasks
Key fields: taskId; status; dueDate; description
Trigger when adding or updating a contact record
Actions: POST /contacts/; PUT /contacts/:contactId
POST /contacts/; PUT /contacts/:contactId
Key fields: contactId (for updates); name; email
Automate data flow between GHL and Usherpa without writing code
Set up triggers and workflows to update contacts, tasks, notes automatically
Access a unified view of contact data in Usherpa for better engagement
Key concepts include authentication, endpoints, methods, triggers, actions, and data fields; use this glossary to navigate the integration.
A specific URL path in an API used to perform a function, such as retrieving a contact or creating a note.
A short-lived credential used to authorize API requests on behalf of a user or app.
Records in a CRM representing people and associated data.
A URL that receives event notifications from an API when something happens.
Pull a contact’s core details, then aggregate related tasks and notes to provide a 360-degree view inside Usherpa.
Trigger reminders or create follow-up tasks in GHL when a contact’s task status changes.
Combine contacts, tasks, notes, and appointments into a single dashboard in Usherpa for quick insights.
Create your OAuth client in Usherpa and capture the client_id and client_secret.
Request the contacts.readonly scope and any additional scopes you need.
Use a test contact to ensure endpoints respond with expected data and handle errors gracefully.
GHL uses OAuth 2.0 tokens to authorize API requests. Your app should implement a secure auth flow to obtain access tokens and refresh tokens. Always request the minimum scopes required (for example, contacts.readonly) to limit access. Store tokens securely and rotate them before they expire. If you encounter token errors, refresh tokens or prompt users to re-authenticate.
A solid starting point is the Read a single contact endpoint to validate identity and permissions, then expand to fetch a contact’s tasks, notes, and appointments as needed. This lets you confirm data shape and response structures before building additional flows. Keep an eye on pagination for large datasets.
Rate limits vary by plan; design your integration to respect retry-after headers and implement exponential backoff. Always handle common HTTP errors (401, 403, 429, 5xx) gracefully in Usherpa and surface actionable messages to users. Use idempotent requests where possible to prevent duplicates.
Testing can be done with a sandbox or development app depending on your provider. Use test credentials and mock data to verify API calls without affecting production records. When ready, migrate to a production app and obtain real user consent for data access.
The Contacts API exposes core fields for contacts and related entities (tasks, notes, appointments). Exact field availability can depend on your GHL setup and permissions. Start with essential fields like name, email, and ID, then incrementally fetch related data as needed.
Store tokens securely using encrypted storage and rotate them on a regular cadence. Implement token refresh logic so users remain authenticated without interruption. Never expose tokens in client code or logs, and monitor for anomalous usage.
Webhooks can be used to push events into Usherpa and trigger workflows. Configure webhook endpoints in GHL and handle retries and payload validation in Usherpa. This enables near real-time responses to contact changes, task updates, and notes additions.
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Complete Operations Catalog - 126 Actions & Triggers
