Workiom uses an API token with every request. Include it in the Authorization header as a Bearer token and request the scope contacts.readonly. Keep credentials secure and rotate them regularly.
Workiom securely stores your API credentials and attaches the token automatically to each call. Use the Contacts API scope and never expose keys in dashboards or exports.
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: opening a contact in Workiom loads the contact data and related tasks for quick action.
Actions: fetch the contact’s details and its tasks (GET /contacts/:contactId and GET /contacts/:contactId/tasks) to populate a Workiom workspace.
GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId, name, email, taskId, title, status
Trigger: select a contact to load its tasks and notes into a Workiom view.
Actions: GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to surface context.
GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId, title, content
Trigger: when you view a business in Workiom, load all related contacts.
Actions: GET /contacts/business/:businessId to fetch business contacts, or GET /contacts/ to list all if needed.
GET /contacts/; GET /contacts/business/:businessId
Key fields: businessId, contactId, name
No-code integration lets you connect the Contacts API to Workiom without custom development.
Faster time-to-value by reusing built-in endpoints in your Workiom automations.
Easier data syncing and updates across apps using scheduler and triggers.
This glossary defines endpoints, triggers, actions, key fields, and how they connect GHL’s Contacts API with Workiom workflows.
Credentials that prove you can access the API and perform the requested operations.
A precise API URL path used to perform an action, for example GET /contacts/:contactId.
Permissions granted to access data, such as contacts.readonly.
The access token sent in the Authorization header for API requests.
Pull contact data, tasks, and notes into a single Workiom view to power dashboards.
Trigger alerts in Workiom when a contact’s task status changes.
Aggregate business-level contact data for reporting in Workiom dashboards.
Obtain client ID, client secret, and set scope to contacts.readonly.
Configure endpoints like GET /contacts/:contactId to pull data into Workiom.
Test in a staging environment and deploy to production with monitoring.
You authenticate with the Contacts API by presenting a valid API token. Use the Authorization header with Bearer {token} and request the scope contacts.readonly. Ensure your token is kept secure and rotated regularly to minimize risk. Workiom stores the token securely and automatically attaches it to each request, so you don’t have to manage tokens in your automations. If you need to refresh credentials, follow the standard credential rotation process in your app settings.
The Contacts API exposes a range of GET and POST/PUT/DELETE endpoints for reading and managing contacts, tasks, notes, and business data. Typical workflows pull a contact by ID, then fetch related tasks and notes to build a complete profile in Workiom. Refer to the endpoint list in the section above to identify which paths you’ll use most often in your automations.
You can read all contacts or filter by business using the businessId parameter with the /contacts/business/:businessId path. For broader reads, the /contacts/ endpoint provides a general list. Always apply the minimal scope needed for your use case. Use pagination and rate-limit handling as you scale integrations.
The required scope for read-only access is contacts.readonly. Some calls may require additional permissions for write operations; in this page we focus on reading data within the allowed scope. Always review your app’s permissions and request only what you need to minimize risk.
Rate limits depend on your plan and endpoint usage. Implement exponential backoff and retry logic in Workiom automations to handle temporary limits gracefully. Monitor error codes and adjust request frequency to maintain reliability.
Workiom logs API requests and responses in the integration history. Use filters to find failures, timeouts, or authentication errors. If logs show a problem, verify credentials, scopes, and endpoint paths, then re-run the workflow. For deeper troubleshooting, consult your API provider’s status page and support resources.
Yes. Workiom provides no-code tooling to test endpoints using built-in connectors and test calls. You can validate responses, map fields, and preview data before deploying automations. This helps you iterate quickly without writing code.
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Complete Operations Catalog - 126 Actions & Triggers
