Use the recommended authentication method for the Contacts API from GHL. With proper tokens and scopes you can securely access contact data from the Zapier App Connector. Ensure the scope matches read only or write as required.
Configure secure credentials in Zapier and store tokens safely. Rotate credentials periodically and use encrypted connections.
GET /contacts/:contactId retrieves a single contact by ID; GET /contacts/:contactId/tasks lists tasks for a contact; GET /contacts/:contactId/tasks/:taskId gets a specific task; GET /contacts/:contactId/notes retrieves notes for a contact; GET /contacts/:contactId/notes/:id gets a note by ID; GET /contacts/:contactId/appointments fetches appointments for a contact; GET /contacts/ lists all contacts; GET /contacts/business/:businessId lists contacts for a business; GET /contacts/ with write permissions; POST /contacts/ creates a new contact; PUT /contacts/:contactId updates a contact; DELETE /contacts/:contactId deletes a contact; POST /contacts/:contactId/tasks creates a task for a contact; PUT /contacts/:contactId/tasks/:taskId updates a task; PUT /contacts/:contactId/tasks/:taskId/completed marks a task as completed; DELETE /contacts/:contactId/tasks/:taskId deletes a task; POST /contacts/:contactId/tags adds tags to a contact.
Trigger: fetch or verify a contact’s core details on demand
Actions: pull related tasks and notes, then update downstream systems if needed
/contacts/:contactId
contactId, include fields option
Trigger: retrieve all tasks for a given contact
Actions: create new tasks or update existing tasks and reflect status
/contacts/:contactId/tasks
contactId, taskId optional, status
Trigger: add a new note to a contact from Zapier
Actions: create notes and attach to contact
/contacts/:contactId/notes
contactId, noteId, content
Automate repetitive tasks without writing code
Synchronize data across apps in real time
Rapid prototyping and testing of new workflows
Overview of essential terms and how API endpoints map to actions in Zapier
An application programming interface that lets software programs communicate with each other
The process of verifying identity to grant access to an API
A specific URL path in an API that performs a function
The permissions granted to an API token to access data
Set up a Zap to create a Contacts API entry when a new lead is created in another app, then trigger follow up tasks and notes in Zappier
Keep data in sync across your tools by pushing contact field changes to tasks and notes in GHL automatically
When a task is marked done, automatically move or log it into your PM tool for reporting
Obtain API access, set the proper scopes, and connect the Zapier app to the Contacts API securely
Select relevant endpoints and map data fields to your Zapier actions to tailor the flow
Run a test, verify data flow, and then enable the workflow in Zapier
No coding is required to get started. Use the Zapier App Connector to authenticate with the Contacts API and map fields to Zapier actions. You can build automations with clicks rather than code. If you need more complex logic, you can extend with simple filters and paths. The goal is to enable rapid experimentation and deployment.
Common workflows typically involve retrieving contacts by ID, pulling related tasks and notes, and creating or updating contacts. Start with essential endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks, then expand to POST or PUT operations as your automation needs grow. Map fields carefully to downstream apps for consistency.
Security is built on token based authentication and encrypted connections. Use scoped tokens matching your read or write needs, rotate credentials regularly, and monitor access. Zapier stores credentials securely and uses secure channels for all API calls.
Yes. You can write back to GHL by using endpoints like POST /contacts/ and PUT /contacts/:contactId with appropriate scopes. Ensure you have the correct permissions and handle idempotency to avoid duplicate data.
Testing can be done with Zapier’s built in test feature. Run a test trigger to pull sample data, verify field mappings, and confirm that downstream actions execute as expected. After successful tests, deploy the workflow in live mode.
API rate limits depend on your GHL plan and token scopes. Plan for bursts by using delays or scheduling in Zapier. If you hit limits, consider staggering requests or caching data where feasible.
API documentation is available in the GHL developer portal and the Zapier app connector docs. Review endpoint details, required scopes, and example payloads to accelerate integration building.
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