Requests to the Contacts API require a valid access token. Include Bearer tokens in the Authorization header and scope your requests to the appropriate endpoints.
Wheelbase uses the same GHL access token to access the Contacts API. Keep tokens secure and rotate as needed.
– 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
Trigger: When a contact is created or updated in GHL, sync to Wheelbase to keep records current.
Actions: Create or update the corresponding Wheelbase contact; attach notes; ensure tasks align.
POST /contacts/
Key fields: email, firstName, lastName, ghl_contactId (externalId)
Trigger: task events from GHL reflect in Wheelbase.
Actions: Create and update tasks in Wheelbase; set due dates; mark complete.
POST /contacts/:contactId/tasks
Required: contactId, taskId, status
Trigger: notes in GHL trigger note entries to Wheelbase with related contact.
Actions: Create notes in Wheelbase; link to contact; store content.
POST /contacts/:contactId/notes
Required: contactId, noteId, content
Faster data synchronization across systems without custom development.
Automated workflows: triggers, actions, and scheduling without writing code.
Real-time updates keep teams aligned and accurate.
Key elements include API endpoints, data models, authentication methods, and the data flow between Wheelbase and GHL.
A specific URL path you call to access a resource on the API.
A token that proves your identity and authorizes API requests.
GET, POST, PUT, DELETE, and others define the action you perform.
A signal sent from one system to another when an event occurs.
Auto-create new Wheelbase contacts when new GHL leads are created.
Keep both systems up to date with two-way data sync.
Automatically tag and attach notes based on activities and events.
Obtain and securely store your GHL access token.
Map GHL endpoints to Wheelbase workflows and data models.
Run tests, monitor logs, and deploy to production.
The Contacts API integration with Wheelbase lets you sync contact data, notes, tasks, and activities between systems without custom code. It provides a reliable, scalable way to keep records aligned across platforms. By using the endpoints described, you can automate onboarding, updates, and related actions with ease.
GHL typically uses OAuth 2.0 access tokens to authorize API requests. You will generate and securely store tokens, then include them in Authorization headers. In some setups, a persistent access token approach may be used; always protect tokens and rotate them regularly.
Endpoints cover retrieving and manipulating contacts, notes, tasks, and appointments, plus business associations. They also include endpoints for creating and updating contacts, tasks, and notes. Refer to the endpoint list above for exact URLs and required parameters.
Testing should begin in a development or sandbox environment using test data. Verify token authentication, CRUD operations for contacts, notes, and tasks, and check responses for data integrity. Use logs to diagnose issues before moving to production.
Yes. You can map custom fields from GHL to Wheelbase using field-level mappings in your workflow configuration. Ensure data types align and use stable unique identifiers like email or externalId to avoid duplicates.
No heavy coding is required. The integration is designed for no-code builders and automation tools, using endpoints and triggers. For advanced scenarios, light scripting may be possible in some connectors, but configuration alone often suffices.
Logs are available in Wheelbase and in the GHL API console. Look for request/response pairs, status codes, and error messages. Set up alerts and use trace IDs to diagnose issues quickly.
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