Authenticate your GHL side with trusted credentials and scopes (readonly access for this integration). Use your API key or OAuth flow provided by GHL to securely authorize requests to endpoints like /contacts/:contactId and /contacts/:contactId/tasks.
Zapier App Connector authenticates using OAuth 2.0 where available or API keys. Ensure the connector has the proper scopes to read contact data (contacts.readonly) and perform requested actions in downstream apps.
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; 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: A contact is created or updated in GHL, which instantly updates related apps through Zapier.
Actions: Create or update contacts in downstream tools, attach notes or tasks, and tag for segmentation.
Methods used: GET, POST, PUT to endpoints like /contacts/:contactId and /contacts/:contactId/tasks.
Key identifiers: contactId, taskId, noteId, businessId.
Trigger: Task created or updated, notes added, or appointments scheduled in GHL.
Actions: Chain tasks to project mgmt tools, create notes in CRM, and update contact attributes across apps.
Paths: /contacts/:contactId/tasks, /contacts/:contactId/notes, /contacts/business/:businessId.
Primary keys: contactId, taskId, id (note/appointment).
Trigger: Bulk updates detected or scheduled batch processing.
Actions: Bulk create/update of contacts, batch tagging, and mass note/task association.
Methods: GET for retrieval with pagination; POST/PUT for batch-like operations on /contacts/ endpoints.
Key fields: contactId as the primary key for most operations.
Automate the flow from form submissions to CRM updates without writing code.
Keep data synchronized across your stack in real time, reducing manual entry and errors.
Scale workflows across teams with reusable automations built in Zapier App Connector.
A quick glossary of API terms, resources, and processes used in this integration.
A specific URL and HTTP method used to access a resource, e.g., GET /contacts/:contactId.
The process to verify identity and authorize access, typically via OAuth 2.0 or API keys.
An individual record in your GHL CRM containing personal and activity data.
A to-do item tied to a contact, used to track follow-ups and activities.
Capture lead forms and automatically create or update GHL contacts via the API, then trigger onboarding tasks in your workflow.
When a GHL task is created or completed, mirror the change in Asana, Trello, or any PM app for team alignment.
Automatically apply tags to contacts based on activity (e.g., email opened, form submitted) to improve segmentation.
Obtain GHL API credentials and configure the Zapier App Connector with your GHL access token and scope (contacts.readonly).
Define triggers such as contact updates and map actions like create task or add note to your Zap.
Run end-to-end tests, verify data flow, and enable the automation for production use.
Access to specific endpoints is governed by the permissions granted to your API key or OAuth token. For read-only operations (like GET), ensure your token has at least read permissions on contacts. If you need to create or modify data, your token will require higher scopes and explicit approval in your GHL account.
GHL typically supports OAuth 2.0 and API keys for authentication with third-party apps. In Zapier App Connector, you’ll configure OAuth 2.0 where possible, or supply an API key with the appropriate scope (contacts.readonly) to access read data and perform allowed actions.
Rate limits vary by endpoint and plan. Plan for occasional bursts and implement retries with exponential backoff. If you anticipate high-volume usage, consider batching requests and spreading calls across intervals to stay within allowed quotas.
Yes. Endpoints such as GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks allow you to retrieve related notes and tasks for a given contact. Use these endpoints to assemble a complete view of a contact’s history in your automations.
To create a new contact, use POST /contacts/ with the required contact data. Ensure your request includes the minimum fields (e.g., name, email) and that your token has permission to create contacts.
You can update a contact with PUT /contacts/:contactId and delete with DELETE /contacts/:contactId, subject to your API token’s permissions. Always validate changes in a test environment before applying them in production.
Testing is done by running a controlled Zapier workflow in a sandbox or staging environment. Validate triggers, actions, and data mapping, then monitor logs and error messages to refine your setup before going live.
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Complete Operations Catalog - 126 Actions & Triggers
