Authenticate the Contacts API when used with Walla using secure OAuth 2.0 flows or API keys, depending on your setup.
Establish a trusted connection between Walla and the Contacts API with credentials, scopes, and token management.
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; contacts.write; 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
When a new contact is added in Walla, pull the contact details from the Contacts API to create a unified record.
Actions: fetch contact, create or update in Walla, sync related tasks and notes.
GET /contacts/:contactId
contactId, firstName, lastName, email, phone
On contact changes in Walla, pull the related tasks from Contacts API to keep task lists current.
Actions: read and sync tasks, update task status, reflect changes in Walla.
GET /contacts/:contactId/tasks
taskId, title, dueDate, status
New or updated contact in Walla triggers creation or update in Contacts API, with notes synced.
Actions: upsert contact, add notes, attach related tasks.
POST /contacts/ or PUT /contacts/:contactId
contactId, notes, createdAt
Automate routine contact updates without writing code, using visual workflows in Walla.
Centralize contact data, tasks, notes, and appointments for a single source of truth.
Fast setup with ready-to-use endpoints and templates for common use cases.
Core elements include contacts, tasks, notes, appointments, and tags; understanding their relationships helps design robust automations.
An individual in the Contacts API with associated tasks, notes, appointments, and tags.
A unit of work linked to a contact, used to track to-dos and progress.
A text entry attached to a contact for context, history, or notes.
A scheduled meeting or call linked to a contact.
Capture form submissions and instantly create or update contacts in Contacts API, then trigger onboarding tasks in Walla.
Automatically attach notes on contact changes and summarize history for quick review.
Aggregate contact data, tasks, and notes into dashboards for sales and support teams.
Obtain OAuth credentials and authorize Walla to access Contacts API.
Select and map the endpoints you will use in your workflows.
Run test scenarios and monitor results before going live.
The Contacts API scope for this integration focuses on read-only access to contacts data, ensuring you can view and use contact information within Walla workflows without altering the source data. This keeps your CRM data secure while enabling automation. You can request additional permissions if your use case requires write access.
Authentication between Walla and the Contacts API is established via OAuth 2.0. You will obtain client credentials, authorize the app, and exchange tokens securely. Store tokens safely and rotate them per best practices.
The available endpoints include listing contacts, retrieving a single contact, and accessing related resources like tasks, notes, and appointments. Not all endpoints are required for every page, but you can use the ones listed to build powerful automations.
Yes. You can create and update contacts, and in many flows you can also create tasks or attach notes. Ensure you have the proper write permissions and comply with data handling policies.
Notes and appointments can be retrieved and linked to a contact. You can fetch and surface these records in Walla to provide a complete view of the customer history.
Webhooks are supported in many integrations, allowing real-time updates to flow into Walla when changes occur in the Contacts API.
No-code options are available through Walla’s visual workflow builder, enabling you to automate processes without writing code. Use prebuilt templates and drag-and-drop actions to connect endpoints.
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