Authorize Vision6 to access the Contacts API securely. Use OAuth 2.0 or an API key, and ensure the scope is set to read-only or higher as needed for your workflows.
Vision6 will require your credentials to establish a trusted connection with the Contacts API. Follow the guided OAuth flow or provide an API key, and grant the necessary permissions to enable data synchronization.
– 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 updated in Vision6 to ensure the Contacts API stays current.
Actions include upserting a contact in the Contacts API, syncing essential fields, and attaching related notes or tasks.
GET /contacts/:contactId
Required fields: contactId, email, firstName, lastName
Trigger when a task is created or updated in Vision6.
Create or update a corresponding task in the Contacts API and track status in your workflow.
GET /contacts/:contactId/tasks
Key fields: taskId, status, dueDate, description
Sync notes and appointments to the Contacts API, linking each item to the correct contact.
GET /contacts/:contactId/notes
Fields: noteId, content, date, relatedContactId
No-code setup lets you start automating data flows in minutes with ready-made templates.
Centralizes contacts, tasks, notes, and appointments across Vision6 and the Contacts API for a single source of truth.
Fast template-driven workflows reduce maintenance time and accelerate value realization.
Glossary of common terms used in the Vision6 to Contacts API integration and how data flows between the systems.
A specific URL and HTTP method used to access data in the API.
A secure authorization framework that lets Vision6 access the Contacts API without sharing credentials.
A callback URL that notifies your app when data changes in the API.
Create, Read, Update, and Delete operations used to manage records in the API.
Automatically route new Vision6 leads to the right contact record in the Contacts API and apply tags based on lead source.
Create a unified activity timeline by syncing notes, tasks, and appointments across both systems.
Trigger follow-up tasks in Vision6 when important events occur in the Contacts API, ensuring timely outreach.
In Vision6, authorize access to the Contacts API and select the required scopes for read and write operations.
Set the scope to contacts.readonly (and write if needed) and map Vision6 fields to Contacts API fields for core data.
Run a test sync with a sample contact to verify data integrity, then enable the workflow for ongoing automation.
No coding is required; this is a no-code connector with prebuilt templates designed for quick setup. You can customize field mappings and triggers through guided prompts. If you need more advanced routing, you can extend the workflow using built-in options and test extensively before going live.
The Vision6 integration exposes endpoints to read contacts, tasks, notes, and appointments, and to create or update records as needed. This enables you to build end-to-end workflows across both systems. End-to-end usage can be tailored to your business rules, with mappings that reflect your data model.
Yes. You can sync notes and tasks automatically when changes occur in Vision6 or the Contacts API. This ensures both systems reflect the latest activity. Automations can be configured to trigger updates on either side and maintain data consistency.
There are typical API rate limits based on your plan. If you anticipate high volume, you can stagger requests or apply throttling in your workflow. For heavy usage, consider batching updates and monitoring inbound traffic to stay within limits.
Test the connection using a sandbox or test contact record. Verify that data flows correctly, check error logs, and confirm that fields map as expected. Once you’re confident, promote the workflow to a live environment and monitor initial runs closely.
A Vision6 account is required to access the API connection. API credentials are managed within Vision6 and granted to your integration. Ensure the account has the necessary permissions to read and (if needed) write the data you plan to sync.
Data is transmitted securely via HTTPS with token-based authentication. Rotate credentials regularly and store tokens in a secure vault. Follow best practices for credential management and monitor access logs for any unusual activity.
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Complete Operations Catalog - 126 Actions & Triggers
