Authenticate requests securely using an API key or OAuth token with the required scope: contacts.readonly. For write operations, request elevated scopes and store credentials securely.
Wise Agent CRM uses token-based authorization to access the Contacts API. Ensure the app is granted the correct scopes and that tokens are rotated regularly.
GET /contacts/:contactId – Retrieve a single contact GET /contacts/:contactId/tasks – List tasks for a contact GET /contacts/:contactId/tasks/:taskId – Retrieve a specific task GET /contacts/:contactId/notes – Retrieve notes for a contact GET /contacts/:contactId/notes/:id – Retrieve a note GET /contacts/:contactId/appointments – Retrieve appointments for a contact GET /contacts/ – List all contacts GET /contacts/business/:businessId – List contacts by business POST /contacts/ – Create a contact PUT /contacts/:contactId – Update a contact DELETE /contacts/:contactId – Delete a contact POST /contacts/:contactId/tasks – Create a task PUT /contacts/:contactId/tasks/:taskId – Update a task PUT /contacts/:contactId/tasks/:taskId/completed – Mark a task complete DELETE /contacts/:contactId/tasks/:taskId – Delete a task POST /contacts/:contactId/tags – Add or update tags on a contact
Trigger: a new or updated contact is recorded in Wise Agent CRM
Actions: map fields (name, email, phone, company) and upsert the contact in the Contacts API using PUT /contacts/:contactId or POST /contacts/
PUT /contacts/:contactId
contactId, email
Trigger: open a contact in Wise Agent CRM
Actions: fetch tasks with GET /contacts/:contactId/tasks and map to Wise Agent CRM task view
GET /contacts/:contactId/tasks
contactId, taskId
Trigger: a note is added or updated in Wise Agent CRM
Actions: post to POST /contacts/:contactId/notes with note content
POST /contacts/:contactId/notes
contactId, noteId
Eliminate manual data entry by syncing contacts, tasks, and notes in real time.
Automate workflows with trigger-based actions to save time and reduce errors.
Leverage pre-built endpoints to extend Wise Agent CRM without writing code.
This glossary covers core concepts used in integrating the GHL Contacts API with Wise Agent CRM, including authentication, endpoints, and data mapping.
Application Programming Interface: a set of rules that lets software programs communicate with each other.
Specific URLs through which you access API resources and perform actions.
Verification of identity to allow access to the API, typically via API keys or OAuth tokens.
Permissions granted to an app to perform specific actions within the API, managed through scopes.
Automatically enrich Wise Agent CRM contacts with data from the Contacts API like social profiles and company data to boost segmentation and outreach.
Create a single activity timeline by syncing tasks, notes, and appointments between the Contacts API and Wise Agent CRM.
Use events from the Contacts API to automate reminders, follow-ups, and status updates in Wise Agent CRM.
Generate API keys or OAuth tokens, apply the contacts.readonly scope for basic access, and securely store credentials.
Map essential fields (name, email, phone) and set up upsert behavior to keep records in sync.
Run test syncs, monitor logs, and refine mappings and triggers for reliable operation.
The Contacts API is the gateway for programmatic access to contact data within Wise Agent CRM. It enables reading, creating, updating, and deleting contacts, along with related tasks, notes, and appointments. To connect, you authenticate your app and request the appropriate scopes (e.g., contacts.readonly for basic reads). This ensures Wise Agent CRM can securely access only the data you permit. Once authenticated, you can start syncing contact records to enrich your CRM workflows. Second, map your fields carefully so data aligns between systems and triggers fire when records change.
The integration supports a broad set of endpoints, including retrieving contacts, listing tasks and notes, and creating or updating records. This enables reading contact details, pulling task lists, and attaching notes to contacts, as well as managing appointments. You can implement read-only access for display purposes or write access to keep data synced across both platforms. Always test endpoints in a sandbox or staging environment before going live.
Security is handled via token-based authentication and scoped access. Use API keys or OAuth tokens with limited privileges, rotate tokens regularly, and store credentials securely. When possible, prefer granular scopes (e.g., contacts.readonly) and implement least-privilege access. Monitor for unusual activity and apply rate limits to protect both APIs from abuse.
You do not necessarily need to write custom code for basic integrations. Many no-code workflows can be built using native webhooks, automation platforms, or add-on connectors. However, for complex mappings or custom business logic, lightweight scripting or a middleware layer can help you transform data, handle errors, and implement retry strategies.
Yes. You can sync contacts and related items like tasks and notes. This creates a unified view across Wise Agent CRM and the Contacts API, enabling automated workflows, consolidated activity histories, and consistent data across systems without duplicate entry.
Recommended strategies include implementing idempotent operations, using upsert rules to prevent duplicates, and logging all sync actions. Set up alerting for failed requests, retries, and data mismatches. Regularly review mappings and endpoint usage to maintain accuracy and performance.
Monitor performance with dashboards that track API latency, success/failure rates, and data sync volumes. Use test syncs after changes, and maintain a change log of mappings and triggers. Set up automated health checks and error notifications to catch issues early.
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Complete Operations Catalog - 126 Actions & Triggers
