How to connect OneNote to Snapshots API

Snapshots API × OneNote: Automate note updates and location data

Connect Snapshots API with OneNote in minutes

This guide shows how to authenticate, select endpoints like GET /locations, and keep OneNote synchronized with Snapshots API data in real time.

Authentication for Snapshots API

Use your API key and OAuth flow to securely connect Snapshots API to OneNote. Store credentials safely and renew tokens as needed.

Authentication for OneNote

OneNote will use the connected Snapshots API credentials to fetch and push data. Ensure required permissions are granted for note updates.

Available endpoints for Snapshots API with OneNote

GET /locations; Additional endpoints documented separately.

Top 3 connection patterns for Snapshots API and OneNote

1) Location trigger to Note update

When a location changes in Snapshots API, create or update a matching page in OneNote.

Actions: create page, append content, tag page

Method path: GET /locations

Key fields: id, location_name, last_seen

Top 3 connection patterns for Snapshots API and OneNote

2) Note-based search to trigger updates

When a new note in OneNote matches a Snapshots location coordinate, trigger a data pull.

Actions: query notes, fetch location data, update notes

Method path: GET /locations/{id}

Key fields: id, location_id, note_id

Top 3 connection patterns for Snapshots API and OneNote

3) Scheduled sync for notes consistency

Scheduled interval (e.g., every 15 minutes) to refresh notes from Snapshots API

Actions: pull locations, update notes with latest data

Method path: GET /locations

Key fields: location_id, last_updated

No-code benefits for Snapshots API and OneNote

Set up connections in minutes with drag-and-drop configuration

Automate note updates without writing code

Centralized data from Snapshots API visible inside OneNote

Key terms and glossary

Concepts covered include endpoints, authentication, triggers, actions, and data mapping between Snapshots API and OneNote

API endpoint

A specific URL path that performs an action in the Snapshots API, such as pulling location data.

Webhook trigger

An event in Snapshots API that starts a workflow in OneNote, like a location update.

Authentication

The process of verifying identity and permissions to access Snapshots API data.

Data mapping

How fields from Snapshots API map to notes and content in OneNote.

People also Search for:

Creative ideas for Snapshots API and OneNote

Idea 1: Auto-create meeting notes from location events

Whenever a location is updated, create a matching note in OneNote with a summarized location update.

Idea 2: Location-based task templates

Use OneNote templates to pre-fill tasks based on location data from Snapshots API.

Idea 3: Weekly digest notebook

Summarize weekly location activity into a digest in OneNote.

3 steps to connect Snapshots API with OneNote

Step 1: Authenticate and authorize

Get your API key for Snapshots API and connect OneNote to your GHL account.

Step 2: Configure endpoints and data mapping

Choose GET /locations and map fields to OneNote content sections.

Step 3: Test and activate

Run a test sync, verify notes update, and enable automatic runs.

Frequently asked questions

What can Snapshots API connect to in OneNote?

Snapshots API can push location data into OneNote pages or sections. You can trigger updates when a location changes, ensuring your notes reflect the latest data. No code setup is possible with the right connectors, and you can preview changes before going live.

Most setups are no-code using prebuilt templates and triggers. You can customize mappings and automations via the UI without writing code. For advanced scenarios, consult the API docs.

Authentication uses API keys and OAuth tokens. Keep credentials secure, rotate keys regularly, and use least privilege access to protect data.

Currently Endpoint1 GET /locations is available; other endpoints will be documented later. We support location data pulls and note updates via triggers.

Sync frequency can be set from real-time triggers to scheduled intervals such as every 15 minutes, depending on your plan.

Map location_id, last_updated, and location_name from Snapshots API to corresponding fields in OneNote pages.

API docs and rate limits are available in the Snapshots API section of your developer portal and the GHL app connectors docs.

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Complete Operations Catalog - 126 Actions & Triggers

126
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Polling Triggers
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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
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Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
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Add Tags to Contact
Tag contacts for organization
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Remove Tags from Contact
Remove specific tags
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Bulk Update Contact Tags
Add or remove multiple tags at once
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Create Contact Task
Add a new task for a contact
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Update Contact Task
Modify existing task details
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Complete Contact Task
Mark task as complete
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Delete Contact Task
Remove a task permanently
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Create Contact Note
Add notes to contact records
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Update Contact Note
Edit existing notes
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Delete Contact Note
Remove notes from contacts
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Add Contact to Campaign
Enroll contact in campaign
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Remove from Campaign
Remove contact from specific campaign
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Remove from All Campaigns
Unenroll from all campaigns
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Calendars & Appointments

13 Triggers 21 Actions
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List Calendar Groups
Get all calendar groups
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List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
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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
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Update Calendar Group
Modify calendar group settings
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Update Group Status
Enable or disable calendar group
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Delete Calendar Group
Remove calendar group
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Validate Group Slug
Check if slug is available
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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
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Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
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Delete Opportunity
Remove opportunity
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Update Opportunity Status
Change status (open, won, lost)
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Upsert Opportunity
Create or update opportunity
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Add Followers
Assign team members to follow
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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
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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
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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
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Get Association by Keys
Find by object keys
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Get Relations by Record
List record relations
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Check Blog URL Slug
Verify slug availability
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Get Blog Authors
List blog authors
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Get Blog Categories
List blog categories
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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)
  • Monetary value tracking
  • User assignment
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🔄 Automation Ready

  • Workflow automation support
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  • Polling triggers (1-15 min)
  • Real-time conversations
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