Authenticate requests to the Contacts API using your GHL credentials and secure tokens. Use Bearer tokens in the Authorization header and rotate keys regularly. Always restrict access to the minimum required scope: contacts.readonly for read operations and contacts.write when creating or updating data.
SyncMate securely authenticates to the GHL Contacts API through API keys or OAuth credentials. Configure credentials in the SyncMate dashboard, apply the proper scopes, and test in a sandbox before going live.
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 a contact is created or updated in GHL; SyncMate sends a WhatsApp notification with key contact details.
Actions: Send personalized message; include contact name, phone, and last updated timestamp; optionally log activity in the CRM.
GET /contacts/:contactId
id, name, phone, email, lastUpdated
Trigger when an appointment is created or upcoming; deliver WhatsApp reminders to the contact.
Actions: Send appointment details (time, location, status); include calendar link when available.
GET /contacts/:contactId/appointments
appointmentId, startTime, endTime, location, status
Trigger on new notes or new tasks for a contact; notify via WhatsApp with a concise summary.
Actions: Share note/task summaries; attach relevant IDs for quick follow-up; log activity.
GET /contacts/:contactId/notes
noteId, content, createdAt
Fast setup with no coding required — connect, configure, and start sending WhatsApp notifications in minutes.
Automated alerts improve response times and keep teams aligned without manual data transfers.
Secure, centralized data flow between GHL and SyncMate with role-based access control.
This section defines common data elements and processes powering WhatsApp notifications via the Contacts API and SyncMate.
A messaging channel used for real-time alerts and updates to contacts and team members.
GHL API providing programmatic access to contact data, tasks, notes, and more.
A method for real-time event delivery from GHL to an external service such as SyncMate.
An event that starts an automation or notification flow.
Send a welcome sequence via WhatsApp when a new contact is added through Contacts API.
Notify customers with a reminder before scheduled meetings.
Send follow-up messages after a task is completed to gather feedback.
In GHL, generate or locate your API key and authorize SyncMate to access Contacts API.
Choose endpoints like GET /contacts/:contactId and GET /contacts/:contactId/appointments to power alerts.
Run tests, verify message delivery, and monitor logs after deployment.
The integration sends only data required for messaging, such as contact name, phone number, and relevant identifiers. You control what fields are included. Messages are delivered via WhatsApp using your approved templates. You can customize content within the template settings in SyncMate. This helps ensure privacy and keeps messages concise and compliant with WhatsApp policies.
Authentication uses API keys or OAuth tokens. Keep credentials secure, rotate keys regularly, and restrict permissions to the Contacts API scope. In SyncMate, connect using the provided credentials and test in a sandbox environment. Set up IP allowlists and monitor token usage to prevent unauthorized access.
Several endpoints power notifications, including GET /contacts/:contactId, GET /contacts/:contactId/appointments, and GET /contacts/:contactId/notes. The responses populate message templates with dynamic fields like name, appointment time, and notes content. Leverage these endpoints to craft context-rich alerts.
Yes. Templates can be customized in SyncMate and linked to specific events. Personalize placeholders such as contact name, appointment time, and location. Preview messages before going live. Maintain template versioning to manage updates without disrupting active workflows.
Use the built-in test mode in SyncMate to simulate events. Review delivery status in the activity logs, and verify that messages arrive on WhatsApp. Fix any template or endpoint mismatches. Iterate until test results are consistently accurate.
There are rate limits based on your GHL plan and the SyncMate plan. If you anticipate high volume, optimize message templates and batch notifications. Contact support for higher quotas if needed. Monitor usage dashboards to stay within limits.
Webhooks are supported for real-time events. If enabled, events can trigger messages instantly. Ensure your endpoint is reachable and secured. Use retries and backoff strategies to handle transient failures.
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Complete Operations Catalog - 126 Actions & Triggers
