Authenticate requests from Worksection using standard GHL methods (Bearer token with OAuth 2.0). Include the access token in the Authorization header and request the appropriate scope.
securely store credentials, rotate tokens, and use least-privilege scopes for the Contacts API.
– 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: A contact is created or updated in GHL
Actions: Create or update the contact in Worksection and map key fields
Endpoint: POST /contacts/ or PUT /contacts/:contactId
Key fields: id, email, name, phone, tags
Trigger: A task is created or updated in GHL
Actions: Create/update tasks in Worksection and associate with the related contact
Endpoint: POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId, contactId, title, dueDate, status
Trigger: A note or appointment is added in GHL
Actions: Create notes and schedule appointments in Worksection; link to contact
Endpoint: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: notesId, appointmentId, contactId, details
Automate data flow between GHL and Worksection without custom code.
Maintain real-time visibility across teams.
Accelerate onboarding and project execution.
A quick glossary of terms used in the integration: endpoints, triggers, actions, and fields.
A URL path used to perform a specific operation via the API.
An event in GHL that starts a workflow in Worksection.
An operation executed in Worksection as a result of a Trigger.
Process to verify who is making the request (e.g., OAuth token).
Create a guided onboarding flow that creates contact records and tasks in Worksection when a new client signs up in GHL.
Sync all pending tasks from GHL into Worksection to centralize work.
Aggregate notes and appointments for a contact into Worksection for a complete history.
Obtain credentials, set scopes to include contacts.readonly, and authorize the connection.
Map GHL contact fields to Worksection fields to ensure data consistency.
Test requests, validate webhooks, and switch to live after verification.
You’ll use OAuth 2.0 Bearer tokens for GHL API authentication. Retrieve an access token and attach it in the Authorization header for each request. Tokens should be stored securely and rotated on a schedule. Keep the token scope aligned with the resources you access (e.g., contacts.readonly) and refresh tokens before they expire to maintain uninterrupted access.
At minimum, you’ll pull contact details and related data to initialize a profile in Worksection. Typical calls include GET /contacts/:contactId for details, GET /contacts/:contactId/tasks for tasks, GET /contacts/:contactId/notes for notes, and GET /contacts/:contactId/appointments for meetings. Use these to populate or sync Worksection records.
Respect API rate limits by implementing retries with exponential backoff and circuit-breaking when responses indicate throttling. Log retry events and avoid hammering the endpoint; batch requests when possible and stagger large syncs.
Yes. Use query parameters or field selectors to filter by status or tags where supported. For example, you can request only contacts with a specific tag or status to minimize data transfer and focus on relevant records.
Field mapping is done by aligning GHL contact fields with Worksection fields. Create a mapping document and pass data in the expected Worksection schema to ensure consistent values across systems.
Webhooks are supported to push real-time updates from GHL to Worksection when configured. Validate signatures, and handle retries and idempotency to ensure reliable updates.
Store API keys and tokens securely (e.g., in a vault or encrypted storage), rotate credentials on a regular schedule, and apply least-privilege access with scoped tokens to minimize risk.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
