Authenticate using OAuth 2.0 with the required scopes for reading and writing contact data. Store tokens securely and rotate credentials regularly.
Configure WaiverFile to request the necessary permissions (read for contacts, write for tasks and notes) and to use the generated client credentials in your app setup.
Key endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, POST /contacts/:contactId/tasks, PUT /contacts/:contactId, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId.
Trigger: a new or updated contact in WaiverFile creates or updates the corresponding contact in the Contacts API and creates initial tasks.
Actions: create or update contact, create tasks, and link notes.
Method Path examples: POST /contacts/ to create, PUT /contacts/:contactId to update, POST /contacts/:contactId/tasks to add tasks.
Key fields: email, firstName, lastName, phone, businessId
Trigger: notes added or updated in WaiverFile.
Actions: create or update notes in Contacts API and attach to the right contact.
POST /contacts/:contactId/notes
noteId, content, date, contactId
Trigger: new or updated WaiverFile tasks trigger corresponding tasks in Contacts and update status.
Actions: create/update tasks, mark complete when WaiverFile marks as done, and sync due dates.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
taskId, title, status, dueDate, contactId
Faster setup with drag-and-drop automations and no code required.
Eliminate repetitive data entry through automated sync between WaiverFile and Contacts.
Maintain data consistency across systems in real time.
This section defines API endpoints, authentication methods, and mapping processes used to connect WaiverFile with the Contacts API.
A specific URL in the GHL Contacts API used to perform a function, such as retrieving or updating a contact.
An authorization framework that enables secure access to endpoints by issuing access tokens.
Verifying identity and permissions before granting API access.
Specifying how WaiverFile fields map to Contacts API fields (e.g., email, firstName).
On new WaiverFile leads, create a contact in the Contacts API and fill key fields from WaiverFile data.
When a task is added in WaiverFile, create a corresponding task in Contacts and assign to a user.
Attach WaiverFile notes to Contacts notes to keep context for every contact.
Register your WaiverFile app, obtain client credentials, and authorize scopes for contacts data.
Choose endpoints (GET, POST, PUT, DELETE) and map WaiverFile fields to Contacts API fields.
Run tests, validate data flow, and monitor for errors once live.
The GHL Contacts API uses OAuth 2.0 for secure access. You’ll authenticate your WaiverFile app to obtain access tokens with the required scopes for contact data. Store tokens securely and rotate credentials on a set schedule. You may also configure a refresh flow to keep access seamless. In addition, use webhook or polling practices as appropriate to keep data in sync without exposing credentials.
Yes. WaiverFile can read and write to Contacts data through the API, including creating and updating contacts, tasks, and notes. Ensure your app requests the appropriate scopes (read and write) and that mappings align with your WaiverFile fields. Implement error handling to gracefully manage conflicts or permission changes.
Available endpoints cover core CRUD operations for contacts, tasks, and notes. Typical usage includes GET /contacts/:contactId to fetch a contact, POST /contacts/ to create, and POST /contacts/:contactId/tasks to assign work. Choose endpoints based on your workflow needs and enforce consistent field mappings for reliable data flow.
Field mapping involves aligning WaiverFile fields (e.g., email, firstName, lastName, phone) with the corresponding Contacts API fields. Use a mapping document to define required and optional fields, then test with sample records to verify data is populating correctly. Update mappings as your schema evolves.
Rate limits can vary by endpoint and plan. Plan for bursts by implementing retry logic with exponential backoff and consider batching requests where supported. Monitor usage in the WaiverFile dashboard and set alerting for unusual spikes.
Testing before going live involves sandbox credentials, synthetic data, and a staging environment. Validate authentication, endpoint responses, and field mappings. Run end-to-end tests for common workflows (contact creation, task assignment, note updates) and review logs for errors.
API credentials are generated in the GHL developer console for your WaiverFile app. Rotate them periodically and immediately after any suspected compromise. Store secrets securely, rotate in your CI/CD pipeline, and revoke old tokens as needed.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
