Authenticate and authorize requests to the Contacts API from Webling using API keys or OAuth. Begin by obtaining valid credentials and applying the correct scope (contacts.readonly) unless your use case requires write permissions.
Set up secure app credentials for Webling to call the Contacts API. Use a key/secret pair, store them securely, rotate regularly, and limit access with proper scopes.
Core endpoints include: 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 you need a complete profile of a contact inside Webling for context and decisioning.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Methods/paths: GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
Key fields: id, firstName, lastName, email, phone, tasks, notes
Trigger: onboarding or data enrichment events when a new or updated contact enters Webling
Actions: POST /contacts/; PUT /contacts/:contactId; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
Methods/paths: POST /contacts/; PUT /contacts/:contactId; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
Key fields: id, createdAt, updatedAt, status, tags
Trigger: automate tagging and progression of tasks based on events in Webling
Actions: POST /contacts/:contactId/tags; PUT /contacts/:contactId/tasks/:taskId/completed
Methods/paths: POST /contacts/:contactId/tags; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: id, tags, completedAt
Automate data syncing without writing code using Zapier app connectors to link Webling and the Contacts API.
Centralize customer data across apps to create a single source of truth for your team.
Trigger workflows and updates automatically when contact data changes in Webling or the API.
This glossary covers API, endpoints, methods, triggers, actions, key fields, and related terms used throughout the integration guide.
Application Programming Interface: a set of endpoints you call to read, create, update, or delete Contacts data from Webling.
A specific URL and HTTP method that performs a single action on the API.
Process to verify identity and authorize access to resources using API keys or OAuth credentials.
The maximum number of API requests allowed in a time window to protect service stability.
Display live contact updates in a centralized Webling dashboard by pulling contacts, tasks, and notes via the API.
Create guided onboarding sequences that trigger tasks and notes when a new contact signs up.
Build reports showing contact activity, task status, and tag usage across your Webling workspace.
Log in to your account and copy the API key and secret needed for authentication.
Set the scope to contacts.readonly and ensure endpoints are enabled for your Webling workspace.
Use a staging environment to validate GET, POST, and other requests before going live.
Yes. The Contacts API provides a full set of endpoints to read, create, update, and delete contact data. Use GET for retrieval and POST/PUT/DELETE for changes. In Webling, map these endpoints to actions in your workflows to keep data in sync. The endpoints cover retrieving a single contact, multiple contacts, and associated data like tasks and notes to build a complete picture of each contact.
Authentication typically uses API keys or OAuth. Generate credentials in your API provider portal, then securely store them in Webling’s connection settings. Rotate credentials periodically and use scoped access to limit permissions. Always test in a staging environment before going live.
For syncing, start with GET /contacts and GET /contacts/:contactId to pull data, then consider POST/PUT for updates. Use tasks and notes endpoints to keep related data aligned. Planning a small set of endpoints initially helps validate the integration before expanding.
Yes. You can update a contact with PUT /contacts/:contactId and delete with DELETE /contacts/:contactId. Ensure you have the right scope and confirm changes with a test environment. Use write access only when necessary to minimize risk.
Rate limits depend on the API plan. Expect per-minute limits; you should implement retry logic and exponential backoff. If you approach or exceed limits, stagger requests or batch operations where supported and contact support for higher quotas.
You can manage tasks via endpoints under /contacts/:contactId/tasks, including creation, updating, completion, and deletion. For notes, use the corresponding notes endpoints. Build workflows that reflect the task lifecycle to keep teammates aligned.
Tags can be added via POST /contacts/:contactId/tags and can be used in automations or workflows to trigger actions or segment data. Leverage tags to drive conditional logic in your Zapier or internal automations.
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