Valuecase will authenticate with GHL using OAuth 2.0. Use a client ID and secret, request the scope contacts.readonly, and exchange tokens for API access. Store tokens securely in Valuecase and rotate them on a set schedule.
Valuecase must be configured to authorize access to the GHL Contacts API. Provide the client credentials, enable the contacts.readonly scope, and test token validity before enabling live syncing.
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: New or updated contact in GHL prompts a data pull via GET /contacts/:contactId
Actions: Create or update the corresponding contact in Valuecase; map fields like name, email, phone to contact profile
GET /contacts/:contactId
contactId, name, email, phone
Trigger: New or updated task in GHL linked to a contact
Actions: Create or update tasks in Valuecase; keep status, dueDate, and title in sync
GET /contacts/:contactId/tasks
taskId, contactId, status, dueDate, title
Trigger: Accessing a specific task in GHL
Actions: Retrieve task details and update corresponding Valuecase task records
GET /contacts/:contactId/tasks/:taskId
taskId, contactId, status, description
Automate data flow without writing code. Set up the integration in minutes and rely on built-in mappings.
Faster onboarding and testing. Validate endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks with a few clicks.
Improved data accuracy through continuous sync of contacts, tasks, notes, and appointments.
This glossary covers common data elements and processes you will encounter when integrating the GHL Contacts API with Valuecase, including contacts, tasks, notes, and authentication flows.
Application Programming Interface; a defined interface that allows Valuecase to request data from the GHL Contacts API.
Authorization framework used to obtain access tokens for secure API calls to GHL. Valuecase uses client credentials or authorization code flows depending on setup.
URIs that define how to access resources in the GHL Contacts API, such as /contacts/:contactId.
Permitted access levels for API calls, for example contacts.readonly.
When a new lead is created in Valuecase, fetch the contact from GHL with GET /contacts/:contactId and create or update the contact record in Valuecase with essential fields.
As tasks and notes are created in GHL for a contact, mirror them in Valuecase to provide a complete onboarding trail.
Aggregate contacts, tasks, notes, and appointments into a single activity timeline in Valuecase for richer context.
Register your Valuecase integration in the GHL developer portal and obtain the client ID and client secret. Select the scope contacts.readonly for read access.
Enter the GHL client credentials in Valuecase, configure the API base URL for the Contacts API, and set the redirect URI if using OAuth flows.
Run test requests to endpoints such as GET /contacts/:contactId and GET /contacts/:contactId/tasks, verify data mappings, then enable automatic syncing.
The GHL Contacts API exposes endpoints to read and manage your CRM data, including contacts, tasks, notes, and appointments. In Valuecase, you can pull data to enrich contact records and automate workflows. This guide focuses on how to leverage those endpoints for reliable data syncs without heavy coding.
Available 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, and more. You can select the endpoints that fit your workflow and map fields accordingly. Not every endpoint is required for every page.
No deep coding is required. You can configure the integration in Valuecase using the GHL App Connector with OAuth. For more complex needs, light scripting or webhooks can be added, but the core flows cover most setups.
Authentication uses OAuth 2.0 with scopes such as contacts.readonly. Ensure tokens are stored securely, rotated regularly, and tested with sandbox credentials before going live.
Yes. You can sync contacts along with related tasks, notes, and appointments to provide a complete activity history in Valuecase. If conflicts arise, establish a source of truth and apply mapping rules to resolve them.
Data mismatches can occur due to field mapping or timing differences. Use clear field mappings, implement data type alignment, and enable robust logging to identify and retrigger failed syncs.
Zapier is an option for bridging GHL and Valuecase, but you can also connect directly via the GHL API from Valuecase. The Zapier App Connector offers a no-code approach, while direct API calls provide more control over data and timing.
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