Authenticate using OAuth 2.0 to securely call the GHL Contacts API from Zoho Books. Manage access and refresh tokens and keep credentials confidential.
Zoho Books uses OAuth 2.0 for API access. Obtain client credentials and exchange codes for access tokens to authorize calls.
The following endpoints support reading and managing contacts, tasks, and notes within Zoho Books via the GHL Contacts API.
Trigger: on-demand lookup when viewing or editing a contact in Zoho Books.
Actions: fetch contact details such as name, email, and phone; populate Zoho Books contact record.
GET /contacts/:contactId
contactId, name, email, phone
Trigger: when a contact’s task list is accessed or synchronized.
Actions: return tasks with status, due date, and priority.
GET /contacts/:contactId/tasks
taskId, title, status, dueDate
Trigger: drilling into a specific task from the task list.
Actions: fetch task details, status, and notes for billing context.
GET /contacts/:contactId/tasks/:taskId
taskId, title, status, dueDate
Automate contact creation, updates, and task synchronization without writing code.
Create a unified customer profile in Zoho Books from GHL CRM data.
Accelerate invoicing and follow-ups by syncing activity data in real time.
Key elements include endpoints, authentication, triggers, and data mappings; processes describe how data flows between GHL and Zoho Books.
A specific URL path used to access a resource in a web API.
The process of verifying identity to gain access to the API, typically via OAuth tokens.
OAuth 2.0 is a standard for authorizing access to APIs without sharing passwords.
An HTTP callback that notifies you about events in real-time.
Set up a trigger to automatically create a Zoho Books contact when a new lead is captured in GHL, ensuring no data entry is missed.
Link GHL task updates to Zoho Books tasks to track progress and billing milestones.
Create a batch process that exports contacts from GHL to Zoho Books for mass onboarding and invoicing.
Complete OAuth flow to securely obtain access and refresh tokens for API calls.
Enter the endpoint URLs in Zoho Books and set up webhook listeners for events.
Run test calls, review logs, and monitor data sync health.
The integration uses OAuth 2.0 to securely authorize calls between Zoho Books and the GHL Contacts API. You will obtain an access token and refresh token and renew before expiration. Ensure your client credentials are kept confidential and configure scopes to limit access.
Supported endpoints include reading and managing contacts, tasks, and notes (for example GET /contacts/:contactId and GET /contacts/:contactId/tasks). Use these to build workflows that reflect CRM and billing data.
No code is required if you use a no-code automation tool; however, some light configuration may be needed to set up authentication, endpoint URLs, and data mappings.
Follow rate limit guidelines in the API docs; implement retries with exponential backoff and proper error handling to ensure reliable data sync.
Yes, webhooks can notify you of events such as contact updates or task changes, enabling near real-time syncing.
Zoho Books and GHL both provide test environments; use them to validate flows before production.
Check logs, verify credentials, test endpoints with curl or Postman, and confirm data mappings between systems.
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Complete Operations Catalog - 126 Actions & Triggers
