Access tokens are required with the scope contacts.readonly to read contact data. Safeguard tokens, rotate periodically, and use secure storage in your integration flow.
Configure OAuth in the Zapier App Connector to securely authorize the Contacts API. Test the connection and enable token refresh to maintain uninterrupted automation.
Available endpoints include: 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: Retrieve a contact to pull its data for automated workflows.
Actions: Get contact data, fetch related tasks, pull notes for context.
Methods: GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId, taskId, noteId used to join related data.
Trigger: When a new task is needed or a task is updated.
Actions: CreateTask, UpdateTask, MarkCompleted.
Methods: POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status, dueDate.
Trigger: New notes or new appointments created for a contact.
Actions: Get notes, Get appointments.
Methods: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: contactId, noteId, appointmentId.
Fast setup without writing custom code.
Automate cross tool workflows across contacts, tasks, notes, and appointments.
Secure credential storage and role based access inside Zapier.
This glossary defines endpoints, triggers, actions, and data fields used when connecting the Contacts API with the Zapier App Connector.
A person record in your CRM accessible via the Contacts API.
A task linked to a contact used for reminders and automation workflows.
An attached note on a contact providing context and history.
A scheduled event or meeting for a contact.
Automatically create a new contact in the Contacts API when form data lands in Zapier, then kick off follow up tasks or notes.
Post meeting notes to the contact via the notes endpoint and attach them to tasks for context.
When a deal status updates, automatically modify related tasks in the Contacts API to reflect new priorities.
Obtain OAuth tokens with the required scope and verify the connection in Zapier.
Choose read and write endpoints that align with your automation goals for contacts, tasks, notes, and appointments.
Run tests, map fields, and deploy the Zapier workflow to go live.
No coding is required when using the Zapier App Connector. You configure triggers and actions in the Zapier UI and connect to the Contacts API. Prebuilt templates help you start quickly. If you need custom logic, you can layer in simple code steps, but it is not necessary for basic workflows.
Read endpoints let you pull contact data, tasks, notes, and appointments. Write endpoints create and update contacts, tasks, and notes, and delete operations enable cleanup. Use the endpoints that match your automation goals while respecting the readonly scope when appropriate.
Authentication uses OAuth tokens stored securely in Zapier. Always protect tokens, implement token refresh, and follow best practices for credential management.
Yes. Zapier provides a test connection feature so you can verify authentication and endpoint access before turning on live automations.
Common fields include contactId, firstName, lastName, email, phone, as well as taskId, noteId, and appointmentId for关联 data. Map these fields to ensure data flows correctly between tools.
Rate limits depend on your GHL plan and API usage. Plan for retries with backoff and design idempotent flows to avoid duplicate actions.
API documentation is available on the GHL developer portal and in the Zapier app documentation. Use these resources to understand endpoints, authentication, and data models.
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