Authenticate using OAuth 2.0 with the required scope: contacts.readonly to read contact data, tasks, notes, and related resources from Zoodealio.
Zoodealio uses the connected GHL credentials to access your Contacts data on your behalf through the linked credentials. Ensure the account has the necessary permissions and that consent is granted by the user.
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: Fetch a contact by ID and load its tasks (GET /contacts/:contactId, GET /contacts/:contactId/tasks).
Actions: Create a note, add a task, or tag the contact based on task results.
GET /contacts/:contactId; GET /contacts/:contactId/tasks
contactId, fullName, email, taskId, taskTitle
Trigger: Update contact details and create a follow-up task (PUT /contacts/:contactId, POST /contacts/:contactId/tasks).
Actions: Sync updated fields back to Zoodealio and notify the user on completion.
PUT /contacts/:contactId; POST /contacts/:contactId/tasks
contactId, status, lastUpdated, taskId, taskTitle
Trigger: Read notes and assign tags (GET /contacts/:contactId/notes, POST /contacts/:contactId/tags).
Actions: Create notes, fetch notes, and apply tags to segment audiences.
GET /contacts/:contactId/notes; POST /contacts/:contactId/tags
contactId, noteId, tagId
Faster data workflows: automate reading and updating contact data without writing custom code.
Consistency: keep contact records in sync between GHL and Zoodealio automatically.
Scalability: extend with additional endpoints for notes, tasks, and tags as your needs grow.
Key elements and processes: authentication, endpoints, triggers, actions, data fields, and mappings used to connect the GHL Contacts API with Zoodealio.
A specific URL path used to retrieve or modify data from an API (e.g., GET /contacts/:contactId).
The process of verifying identity and permissions to access data (e.g., OAuth 2.0).
An event in Zoodealio that starts an automation flow when data changes or is received.
An operation performed by Zoodealio in response to a trigger (e.g., create a note, update a contact).
Automatically populate missing contact fields by pulling data from related sources when a contact is created or updated.
Create follow-up tasks based on notes activity or changes to contact details.
Assign tags automatically by engagement level, status, or campaign.
Obtain OAuth2 credentials for the Contacts API and grant access to Zoodealio.
Set up the essential endpoints (read, write, and task-related) and map triggers to actions in Zoodealio.
Test the integration with sample data and deploy to production, monitoring for errors.
Yes. In the current configuration, the scope is contacts.readonly, which allows you to fetch contact data, notes, and tasks without modifying them. To write or update data, you would need a broader scope and proper permissions. Always follow least-privilege principles when granting access. The read-only setup is ideal for reporting, analytics, and automation that doesn’t alter source records. If you anticipate needing write capabilities, plan for a scope upgrade (e.g., contacts.write) and update your OAuth consent accordingly.
Write permissions are possible with a broader scope such as contacts.write. If you upgrade the scope and obtain user consent, Zoodealio can create, update, or delete contact data, as well as manage tasks. Ensure your security practices are aligned with your data policies and that users understand the changes being made to their records.
Notes can be retrieved via GET /contacts/:contactId/notes and notes detail via GET /contacts/:contactId/notes/:id. Writing notes would require write access, which is not included in the read-only scope. For full note creation, you would need to upgrade the scope and ensure proper permissions.
Authentication uses OAuth 2.0 with the required scopes (e.g., contacts.readonly for viewing). You authorize Zoodealio to access your GHL instance, and you’ll grant specific permissions to perform actions within the allowed endpoints. Re-authenticate if tokens expire or scopes are updated.
Yes. If you have the appropriate scope (e.g., POST /contacts/:contactId/tasks), you can create and schedule tasks. Ensure your workflows map task creation to the correct contact and that you handle task statuses appropriately.
Common errors include invalid tokens, expired sessions, insufficient scope, or missing required fields. Check your OAuth tokens, verify the granted scopes, and review the request payloads. Implement retry logic and proper error logging to diagnose failures quickly.
Responses are returned in JSON with standard REST fields (data, id, status, error when applicable). Refer to the endpoint documentation for field-level details and potential pagination when listing resources.
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