CRM & Sales

Contactually OAuth Integration

Connect Contactually to your application without building and maintaining the OAuth flow.

Contactually is a relationship management CRM. Each user connects their own Contactually account through your OAuth app. Pathfix manages the authorization flow, stores and refreshes their tokens, and authenticates the requests your application makes to the Contactually API. What your integration does with that access is up to your code.

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How Pathfix helps

01
OAuth authorization
Pathfix runs the authorization flow with your Contactually OAuth app, so users approve access on Contactually’s own consent screen.
02
Token management
Each user’s access and refresh tokens are stored by Pathfix rather than in your application.
03
Token refresh
Where Contactually issues refresh tokens, Pathfix refreshes them as they expire, so connections keep working after the first authorization.
04
Authenticated API passthrough
Your application sends Contactually API requests through Pathfix, which adds the connected user’s credentials before passing them on to Contactually.

You own the Contactually OAuth application and its credentials, and your code implements the API logic.

Passthrough endpoint for ContactuallyPOST https://labs.pathfix.com/oauth/method/contactually/call

How to get started

1
Register your app with Contactually
Create an app in Contactually’s developer settings to get a Client ID and Client Secret. When asked for a redirect URI, enter https://labs.pathfix.com/integrate/command.
2
Add the credentials in Pathfix
In your Pathfix account, add an application, select Contactually from the providers and enter the Client ID and Client Secret.
3
Choose your scopes
Add only the scopes your integration needs. Contactually’s developer documentation lists what each scope allows.
4
Test the connection
Use Test Connection to connect an account in the API Playground and run a sample call.
5
Let your users authorize
Add the connect step to your app. Each user signs in to Contactually and approves the scopes you requested.
6
Call the Contactually API
Send requests through the Pathfix passthrough API using the provider reference contactually.