Authenticate to the GHL API by creating a connected app or using API keys, then securely store credentials for your Zapier or automation workflow.
Authenticate the Notes API locally or via OAuth, then map the token to requests from your integration.
Endpoint examples: Create/Update Contact, Add Note, Get Contact Details, Create Task, List Deals. Use endpoints as needed for 4Degrees workflows.
Trigger: a new or updated contact in GHL triggers a note or update in Notes API.
Actions: create a note in Notes API, update the contact timeline, or attach data to a deal.
Method path: POST to /notes or PATCH to /contacts in the respective APIs.
Key fields: contact_id, note_text, timestamp
Trigger: scheduled job every 12 hours
Actions: fetch updated records from GHL and push summaries to Notes API
Method path: POST /notes/bulk
Key fields: batch_id, record_count
Trigger: manual trigger in Zapier or your app
Actions: pull latest data and write to Notes API for review
Method path: POST /notes/sync
Key fields: request_id, payload
Benefit 1: Build integrations without writing code
Benefit 2: Accelerate deployments with visual builders
Benefit 3: Consistent data across GHL and Notes API
Definitions of API terms and data flows used to connect GHL and Notes API in 4Degrees
Application Programming Interface: a set of rules that allow software components to communicate.
A real-time notification mechanism that fires on events.
Verifying identity and granting access to APIs via tokens or OAuth.
A specific URL at which an API can be accessed.
Automate post-close updates with notes to keep teammates aligned in 4Degrees.
Summarize yesterday’s activity from GHL and store it in 4Degrees for reporting.
Kick off onboarding tasks in Notes API when a new contact is added in GHL.
Collect client_id and client_secret from GHL and the Notes API API token.
Set up OAuth or API keys and map data fields between GHL and Notes API.
Run end-to-end tests, validate data integrity, and monitor for errors.
The Notes API lets you store and retrieve notes, contacts, and tasks used with 4Degrees. It connects to the GHL API to push updates and pull information. It works best when you map key fields consistently and test with real data. Two paragraphs exploring setup and best practices.
No coding is required if you use a no-code integration tool like Zapier. You can configure triggers, actions, and data mapping in a visual flow. For advanced needs, API keys and OAuth are available.
Common endpoints you’ll likely use include creating/updating contacts, creating notes, and syncing deals or tasks. Start with the endpoints you actually need and expand later.
Data transfers can be encrypted in transit (HTTPS) and at rest. Use scoped access, rotate tokens, and review audit logs regularly.
Bi-directional sync is possible but requires careful field mapping and conflict resolution rules to avoid data loss.
Latency is usually seconds to a few minutes depending on the plan and polling frequency in your automation tool.
API credentials are found in the GHL developer console and the Notes API dashboard. Store them securely and rotate on a schedule.
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Complete Operations Catalog - 126 Actions & Triggers
