Authentication uses an API key or OAuth depending on your setup. Securely store credentials in Zapier App Connector and scope access to contacts.readonly for read-only operations.
Zapier App Connector authenticates with your GHL account using OAuth 2.0 and token-based access. Ensure tokens are refreshed automatically and permissions scoped to read and write as needed.
GET /contacts/:contactId\nGET /contacts/:contactId/tasks\nGET /contacts/:contactId/tasks/:taskId\nGET /contacts/:contactId/notes\nGET /contacts/:contactId/notes/:id\nGET /contacts/:contactId/appointments\nGET /contacts/\nGET /contacts/business/:businessId\ncontacts.write\nPOST /contacts/\nPUT /contacts/:contactId\nDELETE /contacts/:contactId\nPOST /contacts/:contactId/tasks\nPUT /contacts/:contactId/tasks/:taskId\nPUT /contacts/:contactId/tasks/:taskId/completed\nDELETE /contacts/:contactId/tasks/:taskId\nPOST /contacts/:contactId/tags
Trigger: New or updated contact in APPNAME, then sync to Contacts API and create related tasks.
Actions: Upsert contact (POST /contacts/), create tasks (POST /contacts/:contactId/tasks), update tasks (PUT /contacts/:contactId/tasks/:taskId), and mark completed (PUT /contacts/:contactId/tasks/:taskId/completed).
POST /contacts/, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
contactId, email, firstName, lastName, taskId, status
Trigger: New note created for a contact in APPNAME.
Actions: Retrieve notes (GET /contacts/:contactId/notes) and push summaries to APPNAME; optionally create a log item.
GET /contacts/:contactId/notes
contactId, noteId, id
Trigger: New or updated conversation in APPNAME, create a related task in Contacts API.
POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId, status, dueDate
Automate repetitive CRM tasks with clicks instead of code.
Gain real-time updates by syncing contacts, notes, and tasks between tools.
Scale workflows quickly with reusable templates and robust error handling.
This glossary defines core terms and process concepts to help you build reliable integrations.
A person record in your CRM that you manage in GHL via the Contacts API.
An API URL you call to perform an action, e.g., GET /contacts/:contactId
Credential exchange that confirms your app can access GHL APIs securely (OAuth 2.0 or API keys).
An event in APPNAME that starts an automated workflow in Zapier App Connector.
Automatically create a new contact in GHL when a new customer is added in APPNAME, and generate onboarding tasks. This keeps your CRM current with zero manual data entry.
When a support ticket arrives in APPNAME, create a related task in Contacts API and notify the assignee. Streamlines SLA tracking and resolution workflows.
Create follow-up tasks on contact records when appointments are scheduled or completed. Boost meeting outcomes with timely reminders.
Authorize GHL API access in APPNAME, test credentials, and confirm scope to read/write as needed.
Choose endpoints and set up triggers like new contact, new note, or new task; define actions to update or create in GHL.
Run a full test from APPNAME to GHL to verify data flow and then publish your automation.
No coding required. Use Zapier App Connector to map fields and automate workflows between Contacts API and other apps. Start with a template and customize actions as needed. You can also extend setups with conditional logic and filters to tailor data flow without writing code.
GHL API supports OAuth 2.0 and API keys. Choose the method that fits your security policy, and ensure scopes include readOnly or read/write as required, with token refresh configured in APPNAME. For production, prefer OAuth 2.0 with short-lived tokens and refresh tokens for seamless access.
Yes. You can read and write contact data through endpoints like POST /contacts/ and PUT /contacts/:contactId, as well as note and task endpoints for richer CRM automation. Use proper idempotency and idempotent keys where supported to avoid duplicates.
Notes, tasks, and appointments endpoints support integration. You can fetch and create notes (GET/POST), tasks (GET/POST/PUT/DELETE), and appointments (GET) for comprehensive workflow automation. Combine multiple endpoints in a single Zap to create end-to-end CRM processes.
Respect rate limits by batching requests and using retry policies. Use exponential backoff and monitor API usage in APPNAME’s dashboard. Enable alerting for spike events to avoid throttling in critical workflows.
Enable error handling in APPNAME with built-in retries, logging, and alerting. Use idempotent requests where possible to avoid duplicates. Log failures and retry automatically to ensure data integrity.
Refer to the Contacts API documentation for endpoint specifics, parameters, and example payloads. The App Connector docs provide step-by-step setup guides. Note any authentication and scope requirements for smooth operation.
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Complete Operations Catalog - 126 Actions & Triggers
