To access the GHL Contacts API, obtain your API credentials with the scope set to contacts.readonly and securely configure them in the WinSMS app. Use the supported authentication method for your GHL account to enable read access to contact data.
In WinSMS, authorize the connection to GHL by selecting the Contacts API connection, entering your GHL API credentials, and granting the requested scopes. Save the connection and run a test to confirm readiness.
Used 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 viewed or updated in WinSMS to fetch the latest details from GHL.
Actions: GET endpoints for the main contact, tasks, notes, and appointments to keep local data up to date.
HTTP GET requests to fetch contact and related data paths.
Key fields include: contactId, taskId, noteId, appointmentId, businessId
Trigger when a new contact is created in WinSMS to propagate to GHL.
Actions: POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and associated task endpoints for complete lifecycle management.
HTTP methods include POST, PUT, and DELETE for contacts and related tasks.
Key fields: contactId, businessId
Trigger when tags are updated on a contact to sync changes to GHL.
Actions: POST /contacts/:contactId/tags; POST /contacts/:contactId/notes; GET /contacts/:contactId/notes
POST and GET requests for tags and notes endpoints.
Key fields: contactId, id (noteId), tag
Unified contact data across WinSMS and GHL reduces manual data entry and duplicate records.
Automated syncing of tasks, notes, and appointments enables real-time collaboration and faster follow-ups.
Fewer errors and better customer insights from a single, consistent data source.
This section defines essential terms such as endpoints, triggers, mappings, and authentication workflows used in the WinSMS-to-GHL integration.
Application Programming Interface used by GHL to expose Contacts data for integration with WinSMS.
A specific URL path in the API that performs an action on a resource.
A callback mechanism that delivers real-time data between services when events occur.
Authorization framework that grants limited access to resources without sharing passwords.
Configure triggers in WinSMS to push contact changes to GHL, ensuring data stays in sync across platforms.
Schedule regular full-sync jobs between WinSMS and GHL to reconcile records and correct drift.
Create a single view combining tasks and notes from both systems for a complete client picture.
Obtain GHL API credentials and activate the WinSMS connector to authorize access.
Map fields like contactId, name, and email; set the scope to contacts.readonly for read-only operations.
Run a test, verify data sync, and set up alerts to monitor integration health.
The GHL Contacts API provides programmatic access to contacts, tasks, notes, and related data. It enables WinSMS to pull contact details and associated resources for use in workflows and dashboards. This connection lets you stay in sync with your CRM data without manual entry. The integration focuses on read access to ensure data integrity while enabling automation.
Permissions are defined by the API scope. For read-only use, set the scope to contacts.readonly to safely access contact data and related resources. If your use case requires writing, you would enable write permissions where appropriate, following your security and governance policies.
Read and write capabilities can be exposed through the appropriate endpoints and credentials. In a no-code setup, start with read-only access to validate data flows, then expand to write operations (create/update/delete) as your governance allows.
Field mapping involves aligning WinSMS contact fields with GHL fields such as contactId, name, email, and custom fields. Use the provided mapping interface to ensure data from WinSMS matches the GHL schema, and verify changes via test records.
Task syncing relies on endpoints for retrieving and updating tasks, such as GET /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId. Understanding the relationship between contacts and their tasks helps ensure accurate synchronization.
Testing involves running a controlled data flow from WinSMS to GHL (and back if supported), examining logs, and confirming that records update as expected. Set up small test records and monitor the endpoints and field mappings during the test.
API credentials are typically found in your GHL account under developer or API settings. Create or view an API key, note the client ID/secret if applicable, and securely configure them in the WinSMS connector. Remember to store credentials securely and rotate them per your security policy.
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Complete Operations Catalog - 126 Actions & Triggers
