How to Connect 0CodeKit to the Notes API in GHL

Seamlessly connect Notes API with 0CodeKit to automate your GHL workflows

Connecting the Notes API to 0CodeKit in GHL

This guide explains how to authenticate, configure endpoints, and run automated workflows that move data between GHL’s Notes API and 0CodeKit, all without writing code.

Authentication — Notes API

Set up credentials, obtain an OAuth token or API key, and securely store them in GHL while linking to 0CodeKit. Follow best practices for scope and token refresh.

Authentication — 0CodeKit

0CodeKit validates access to the Notes API and protects your data with secure credential handling and audit logs during the connection.

Notes API Endpoints Overview

– GET /notes: Retrieve notes – POST /notes: Create a new note – GET /notes/{id}: Retrieve a specific note – PUT /notes/{id}: Update a note – DELETE /notes/{id}: Delete a note – GET /notes/search?q=: Search notes by content or metadata – PATCH /notes/{id}/tags: Update note tags – POST /notes/{id}/comments: Add a comment to a note – POST /notes/batch: Create multiple notes in one call – GET /accounts/{accountId}/notes: List notes for an account

Top 3 Ways to Connect Notes API with 0CodeKit in GHL

Real-time Trigger: Note Created

When a new note is created in GHL, 0CodeKit starts a workflow to sync the note data.

Actions include creating the corresponding note in 0CodeKit, updating status fields, and kicking off follow-on automations.

Method: POST to the 0CodeKit endpoint that ingests notes, e.g., POST /notes from GHL.

Key fields: note_id, title, content, author, created_at

Top 3 Ways to Connect Notes API with 0CodeKit in GHL

Batch Sync (Scheduled)

Run a scheduled sync every hour to batch-update notes between GHL and 0CodeKit.

Batch create/update notes in 0CodeKit and reconcile conflicts with id-based matching.

Method: POST /notes/batch

Fields: batch_id, notes[], status

Top 3 Ways to Connect Notes API with 0CodeKit in GHL

Direct API Call

Use a webhook from GHL to trigger a direct API call to 0CodeKit for specific events.

Actions: push event payload to 0CodeKit, create activity logs, notify users.

Method: POST /webhooks/notes

Fields: event_type, payload, timestamp

No-code Benefits for Linking Notes API with 0CodeKit

Fast, code-free setup lets you connect GHL and 0CodeKit in minutes with visual builders.

Automations run in the background, saving time and reducing manual data entry.

Bidirectional sync ensures notes stay updated across GHL and 0CodeKit for accurate reporting.

Glossary of Key Terms

Understand the core terms, data flows, and processes used when connecting GHL’s Notes API with 0CodeKit.

API Endpoint

A URL and HTTP method that enables a specific action in the Notes API, used by GHL and 0CodeKit to communicate.

Webhook

A real-time HTTP callback that delivers events from GHL to 0CodeKit to trigger automations.

Trigger

An event or condition that starts an automation or workflow between GHL and 0CodeKit.

Payload

The data sent with an API request or webhook that describes the event and context.

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Creative ideas for connecting Notes API with 0CodeKit in GHL

Automated Note Summaries

Automatically generate concise summaries of notes as they are created to boost decision-making.

Notes-based Tasks & Reminders

Create tasks or reminders in your project tools when notes reach certain criteria.

Analytics Dashboards

Build dashboards that visualize notes data across GHL and 0CodeKit for insights.

Three Easy Steps to Connect Notes API with 0CodeKit in GHL

Step 1: Prepare credentials

Create and configure API credentials in GHL, then securely store them in 0CodeKit.

Step 2: Establish the connection

Point 0CodeKit to the Notes API endpoints and verify the connection with test payloads.

Step 3: Validate & go live

Review permissions, monitor logs, and enable the automation in production.

Frequently Asked Questions

What is the Notes API in GHL?

The Notes API in GHL exposes endpoints to manage notes, including creation, retrieval, updates, and deletion. It enables automated flows with 0CodeKit to streamline note-focused workflows. In this guide, you will learn how to use these endpoints to keep data in sync between GHL and your notes apps. Understanding the API structure helps you design reliable automations and scale as your needs grow.

No heavy coding is required. 0CodeKit provides no-code and low-code connectors to configure the Notes API connections. You can set up triggers, actions, and data mappings using visual builders. If you need custom logic, 0CodeKit supports advanced templates, but most setups can be completed with drag-and-drop configuration.

Yes. All communications use secure transport (HTTPS) and OAuth-based authentication where supported by the Notes API. 0CodeKit stores credentials securely and rotates tokens as needed. Follow recommended security practices, such as using least-privilege scopes and monitoring for suspicious activity.

Common essentials include the Notes API endpoints for listing, creating, and updating notes, plus identity and permission checks. Start with GET /notes, POST /notes, and GET /notes/{id} to bootstrap your connection. As you expand, you can add additional endpoints for search, batch operations, and metadata updates.

Use the built-in Test Connection feature in 0CodeKit or trigger a test payload from GHL to validate the integration. Review the response, check logs, and confirm data appears in both systems. Keep test data separate from production and rotate credentials regularly.

Yes. Schedule-based automations are supported. You can set triggers to run at regular intervals and process notes batches or reminders. Ensure the end-to-end flow remains idempotent and monitor for any retries.

Integration logs are available in both GHL and 0CodeKit dashboards. Look for successful handshakes, token refresh events, and any error messages. Enable verbose logging during setup and periodically review logs for anomalies.

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Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
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Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
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Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
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Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
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Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
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🔄 Automation Ready

  • Workflow automation support
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