To authorize VaultRE to access Contacts data, generate an access token with scope read-only (contacts.readonly) or higher as needed, and securely store the credentials.
VaultRE will use the provided credentials to request data from the Contacts API and can be re-authenticated if a token expires.
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; GET /contacts/:contactId (read access); 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 VaultRE requests a contact by ID to pull the latest details.
Actions: pull contact fields, map to VaultRE, update related tasks as needed.
GET /contacts/:contactId
contactId, email, firstName, lastName, phone
Trigger on request to gather a contact’s tasks.
Actions: fetch tasks, map statuses, due dates to VaultRE fields.
GET /contacts/:contactId/tasks
taskId, status, dueDate, title
Trigger on note retrieval for a contact.
Actions: fetch notes, map to VaultRE, attach to contact timeline.
GET /contacts/:contactId/notes
id, title, body, updatedAt
Centralized, consistent contact data across VaultRE and your CRM reduces duplicates and manual updates.
Fast setup and updates via the VaultRE App Connector, minimizing manual data entry.
Improved visibility into activities (tasks, notes, appointments) in one unified dashboard.
This glossary defines essential terms and processes used in the VaultRE + Contacts API integration.
The REST API suite from GHL used to access Contacts, Tasks, Notes, and more in your workspace.
The secure delegated access protocol used to obtain access tokens for API calls.
A specific URL path to access a resource in the API.
Permissions attached to an access token (e.g., readonly, read/write).
When a new contact is added via the Contacts API, VaultRE can create a corresponding record and assign initial tasks.
Sync notes and appointments to build a complete history.
Use businessId and tags to tailor campaigns and automations.
Create a secure integration by generating an access token with the required scope and storing it securely in VaultRE.
Add the API endpoints and map contact fields to VaultRE fields.
Run tests to verify data integrity and set up automated syncing.
Yes, you typically need a developer account with the API provider to access credentials and generate an access token. This ensures secure, auditable access to your Contacts data. Ensure you request the appropriate scope (e.g., contacts.readonly) for VaultRE’s read access. In some organizations, a workspace admin can grant application access and manage token rotation. Always store credentials securely in VaultRE and rotate them regularly to minimize risk.
VaultRE requires API access with the correct scope for the actions you perform. For basic reading of contacts, a readonly scope is sufficient; for updating or tagging, you’ll need read/write permissions. Always align the granted scopes with the minimum privileges necessary for your workflows and monitor usage to avoid hitting rate limits or revocation.
Yes. If VaultRE has a token with write permission and the endpoint supports updates, you can create or modify contact records. Be mindful of data consistency and mapping rules to ensure changes reflect correctly across VaultRE and the source system.
GHL API access is rate-limited. Plan retries with exponential backoff, and implement caching where possible. Use webhooks or push updates to reduce constant polling and keep data fresh without exceeding quotas.
API credentials are typically accessible in the GHL developer portal or the VaultRE admin area if integrated. Export or copy tokens to a secure vault or password manager. Rotate credentials regularly and never share secrets in logs or public channels.
Common fields include contactId, email, firstName, lastName, and phone for contacts. Notes and tasks have separate schemas with fields like id, title, body, status, dueDate, and updatedAt. For a complete mapping, refer to the endpoint documentation for the exact schema and data types.
Typical issues include invalid or expired tokens, missing scopes, incorrect endpoint paths, or network connectivity problems. Check your credentials, verify the scope, test calls with a API client, and re-authenticate if needed. Review error messages to guide debugging.
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Complete Operations Catalog - 126 Actions & Triggers
