Access to the GHL Contacts API requires proper authentication and scope. Obtain an API key or OAuth token with at least read-only access to contacts. Include your token in the Authorization header when making requests.
Workiz must securely store and present the token when calling the GHL API. Use the standard OAuth2 flow or API keys as supported, and rotate credentials regularly.
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 you need to surface contact data in Workiz workflows.
Actions: fetch contact details, pull related tasks, notes, and appointments for a complete view.
Method/Path: GET, /contacts/:contactId
Key fields: contactId, name, email, phone, tags
Trigger: Adding new contacts or updating existing ones from Workiz forms or workflows.
Actions: POST /contacts/ to create; PUT /contacts/:contactId to update records.
Methods/Paths: POST /contacts/; PUT /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: When tracking tasks, notes, or appointments for a contact.
Actions: POST/PUT/DELETE on tasks; GET notes; manage completed state.
Methods/Paths: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, title, status
Benefit 1: Quick, code-free data sync between systems.
Benefit 2: Real-time access to contact tasks and notes within Workiz.
Benefit 3: A unified view of customer interactions across platforms without complex development.
This glossary outlines the main constructs used by the GHL Contacts API: Contacts, Tasks, Notes, Appointments, and Tags, plus the core endpoints you will call to synchronize data with Workiz.
Definition: A person record in GHL that stores contact details, interactions, and related tasks.
Definition: Work items assigned to contacts to track activities and follow-ups.
Definition: Free-text entries attached to a contact for context and history.
Definition: Scheduled meetings linked to contacts in the calendar.
Description: When a contact’s status changes, automatically create a Workiz task to follow up.
Description: Push notes from GHL to Workiz notes for a complete activity feed.
Description: Use API to sync appointments between GHL and Workiz calendars.
How to generate and securely store your API keys for Workiz
Connect GET /contacts and related paths to pull data
Run test queries, verify data integrity, set up alerts
You authenticate by providing an API token or OAuth token with the proper scope. Include the token in the Authorization header as Bearer
Primary endpoints for retrieving contacts include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments. You can also list all contacts with GET /contacts/ and fetch business-affiliated contacts with GET /contacts/business/:businessId. Use these to build a complete customer view in Workiz.
Yes. To create a contact, use POST /contacts/. To update an existing contact, use PUT /contacts/:contactId. Ensure you pass required fields such as name and contact info. Validate responses and handle conflicts gracefully to keep data consistent in Workiz.
Tasks are managed with POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and DELETE /contacts/:contactId/tasks/:taskId. Use these to track actions, follow-ups, and task status changes directly from Workiz.
Notes are retrieved with GET /contacts/:contactId/notes and notes can be created or updated as needed. Appointments are accessed via GET /contacts/:contactId/appointments and can be synced with Workiz calendars to maintain a single timeline of activities.
API usage may be subject to rate limits. Plan your requests, implement caching where appropriate, and stagger calls in bulk operations. If you hit limits, retry with exponential backoff and respect the documented quotas.
Use a sandbox or staging environment when available, test with representative data, and verify data mappings between GHL and Workiz. Enable logging and set up alerts for failures or latency to maintain reliability.
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