Use secure OAuth 2.0 flow and API keys to grant Walcu CRM access to Contacts API data. Store credentials safely and rotate them regularly.
Walcu CRM must authorize requests from your app. Use the API key or OAuth token you obtained from Walcu CRM to authenticate calls to the Contacts API.
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 Walcu CRM and automatically refresh details in the Contacts API.
Actions: pull contact fields, update related tasks and notes to keep records aligned.
GET /contacts/:contactId
Key fields: id, name, email, phone, last_updated
Trigger when a new task or note is added in Walcu CRM
Actions: create corresponding tasks and notes in the Contacts API and link to the contact
POST /contacts/:contactId/tasks
Fields: contactId, title, dueDate, status
Trigger when a note is created in Walcu CRM
Actions: push note content to Contacts API and apply tags
POST /contacts/:contactId/notes
Fields: contactId, content, tags
Zero code data sync between Walcu CRM and Contacts API for faster setup.
Prebuilt actions and triggers let you automate common workflows without writing a line of code.
Scalable, real time updates that keep records consistent across systems.
Understand the main elements and processes involved in connecting Walcu CRM with the Contacts API.
A person in Walcu CRM with associated records in the Contacts API.
A specific URL on the Contacts API you call to retrieve or modify data.
An event in Walcu CRM or the Contacts API that starts an automated workflow.
A series of automated steps that move data between Walcu CRM and the Contacts API.
Automatically merge duplicate contacts across Walcu CRM and the Contacts API to keep clean data.
Create tasks in bulk based on completed milestones and map them to related contacts.
Push notes from Walcu CRM into the Contacts API with tags for context.
Obtain API key or OAuth client credentials from Walcu CRM and set scopes for contacts.readonly.
Enable and test the required endpoints in your integration workflow.
Run tests, verify data syncing, and set up error alerts.
Authentication uses OAuth 2.0 to authorize Walcu CRM. Store credentials securely and rotate keys regularly. If API keys are enabled, assign scoped permissions to limit access and monitor token usage. Always prefer token-based authentication with least privilege to protect sensitive data.
For basic syncing you will typically use GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes and POST /contacts/:contactId/tasks. These endpoints provide core data access and task management. You can extend with notes, appointments, and tagging as needed.
Yes. You can map and transform fields between Walcu CRM and the Contacts API using your integration workflow. Ensure consistency for keys like id, email, and phone. If a field is missing in one system, use a default or derived value.
Implement retry logic and exponential backoff for failed requests. Check 4xx vs 5xx errors, log detailed error messages, and alert your team on repeated failures.
Rate limits depend on your plan. If you hit limits, queue requests or stagger syncs. Consider batching updates and using webhooks where available to reduce polls.
Real time triggers are supported through polling in the app connector. You can configure polling intervals and webhooks if provided by Walcu CRM for near real-time updates.
Webhooks or callbacks may be available depending on your plan. If supported, configure webhook endpoints to receive push notifications for changes in Walcu CRM.
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Complete Operations Catalog - 126 Actions & Triggers
