Authenticate requests to the Contacts API using OAuth 2.0 credentials and scoped access. Use your API token or key to authorize endpoints listed below and ensure you have the correct read/write permissions.
Xodo Sign authenticates securely with the Contacts API using OAuth or API keys. Ensure the app has the required scope and that tokens are refreshed according to best practices.
GET /contacts/:contactId — Retrieve a single contact by ID. GET /contacts/:contactId/tasks — List tasks for a contact. GET /contacts/:contactId/tasks/:taskId — Get a specific task. GET /contacts/:contactId/notes — List notes for a contact. GET /contacts/:contactId/notes/:id — Get a specific note. GET /contacts/:contactId/appointments — List appointments for a contact. GET /contacts/ — List all contacts. GET /contacts/business/:businessId — List contacts for a specific business. contacts.write — Permissions indicating write access for contacts. POST /contacts/ — Create a new contact. PUT /contacts/:contactId — Update a contact. DELETE /contacts/:contactId — Delete a contact. POST /contacts/:contactId/tasks — Create a task for a contact. PUT /contacts/:contactId/tasks/:taskId — Update a specific task. PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed. DELETE /contacts/:contactId/tasks/:taskId — Delete a task. POST /contacts/:contactId/tags — Add tags to a contact.
Trigger: When a contact changes, fetch the latest data with GET /contacts/:contactId and push updates to Xodo Sign tasks, notes, or tags.
Actions: Sync contact details, create tasks, attach notes, and update tags using the appropriate POST/PUT endpoints.
Method paths: Read with GET /contacts/:contactId; update with PUT /contacts/:contactId to reflect changes.
Key fields: contactId, name, email, phone, notes, tasks, tags.
Trigger: Hourly or daily cadence to pull all contacts via GET /contacts/ and sync to Xodo Sign.
Actions: Map and upsert multiple contacts, create or update associated notes and tasks as needed.
Method paths: GET /contacts/ to retrieve many records; paginate as required.
Key fields: contactId, name, email, phone, tags, lastUpdated.
Trigger: When a task is created or completed, update the contact’s context by adding tags or notes via the tags endpoint.
Actions: Create, update, or delete tasks; manage tags with POST /contacts/:contactId/tags and reflect status changes.
Method paths: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; DELETE /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/tags.
Key fields: contactId, taskId, title, status, dueDate, tagNames.
No-code automation lets you build powerful workflows without writing a line of code.
Centralized data: keep contacts, notes, tasks, and tags in sync across both systems.
Rapid deployment: leverage ready-made endpoints and triggers to launch automations quickly.
This glossary defines API concepts, endpoints, authentication, triggers, actions, and rate limits, and explains how these pieces fit together when connecting the Contacts API with Xodo Sign.
An Application Programming Interface that enables two apps to communicate securely by exposing endpoints to read and write data.
A specific URL path in an API that performs a function, such as GET /contacts/:contactId.
The process of proving identity to access an API, typically via OAuth tokens or API keys.
A cap on how many API requests can be made in a given time period to protect the service from abuse.
Automatically create a follow-up task in Contacts API when a document is signed in Xodo Sign.
Keep common fields like name, email, and company in sync to avoid duplicates and data drift.
Apply and propagate tags when tasks are completed to drive segmentation and targeted follow-ups.
Obtain OAuth credentials for the Contacts API and authorize Xodo Sign to access the data.
Set up the endpoints you will use (GET /contacts/:contactId, POST /contacts/, etc.) and map fields in your workflow.
Run tests to verify data flow and deploy your automation to production.
The integration connects Xodo Sign with the Contacts API (GHL) to automate contact data, tasks, notes, and tags without requiring custom code. It enables reading and updating contact records as signing and other activities occur. This is ideal for keeping client data fresh across systems. You’ll configure authentication, map fields, and select the endpoints that fit your workflow. Two practical outcomes are: real-time updates for critical contacts and scheduled bulk sync for large datasets, all managed through a no-code workflow builder.
Available endpoints include standard CRUD operations for contacts (GET, POST, PUT, DELETE) and related resources like tasks, notes, appointments, and tags. Use GET /contacts/:contactId to read a contact, POST /contacts/ to create, and POST /contacts/:contactId/tasks to create tasks, among others. When building automations, map the fields you need (name, email, phone, notes) and leverage endpoints to keep data aligned between Xodo Sign and your Contacts API data store. If you need a full endpoint reference, consult the Endpoints section of this guide for the exact routes and permissions required.
Authentication uses OAuth 2.0 tokens or API keys to secure API calls. Each request must include a valid token with the correct scope (e.g., read or write). Tokens should be refreshed before expiration, and applications should store credentials securely. For security best practices, rotate credentials periodically and enforce least-privilege access for automation tasks.
Yes. Real-time behavior is achieved through triggers and webhooks where available. When a contact or related item changes, your automation can fetch updated data via GET /contacts/:contactId or push updates to Xodo Sign immediately. If real-time webhooks are not available for a particular event, schedule frequent polls (e.g., hourly) to keep data in sync.
Rate limits apply to how many API requests you can make in a given window. Plan according to expected traffic: batch large updates with pagination and stagger requests to stay within limits. If you exceed limits, implement exponential backoff and retry strategies, and consider upgrading your plan if sustained higher throughput is required.
Common errors include invalid tokens, missing scopes, and bad request payloads. Always validate inputs, handle 4xx errors gracefully in your automation, and log troubleshooting details. For server-side issues (5xx), retry with backoff and notify the team if failures persist.
Yes. The integration is designed for no-code automations using the GHL workflow builder. Map fields, select endpoints, and configure triggers and actions without writing code. For advanced needs, you can also extend your workflow with custom code blocks if your platform supports it.
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