Use the OAuth flow or API key depending on your GHL setup. Ensure the scope matches the data you need (readonly for viewing and write for updates) and test the connection in Zapier before going live.
In Zapier create a new connection, enter your GHL API credentials, and grant access. Use a test connection to confirm that the Zapier app can read and write as configured.
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 on contact create or update in GHL to push changes to Zapier and downstream apps.
Actions include creating or updating a contact in the target app, updating related tasks or notes, and starting follow up automation.
Example path: GET /contacts/:contactId to fetch details before syncing.
Key fields to map: id, email, firstName, lastName, phone, status
Trigger when a task is created or updated in GHL to create or sync a task in Zapier connected apps.
Actions: create task in target apps, update due dates, and mark completion when appropriate.
POST /contacts/:contactId/tasks to create a new task
Fields: taskId, title, dueDate, status, assignedTo
Trigger when a note is added or updated on a contact to sync notes to Zapier.
Actions: log note in the target app, and update contact properties as needed.
GET /contacts/:contactId/notes and POST /contacts/:contactId/notes as needed
Fields: id, content, dateCreated, author
No code automation speeds deployment and reduces maintenance by using visual workflows in Zapier.
Reliable, scalable integrations with built in retry mechanisms and error handling.
Seamless data sync across CRM, tasks, and notes without custom development.
Key elements include endpoints, authentication, data mapping, and error handling. The processes describe how to connect, test, and deploy your workflow.
Application Programming Interface describes how software components communicate and share data.
A webhook is a callback mechanism that delivers real time updates from an API to a designated URL.
An endpoint is a specific URL in an API that performs a defined action or returns data.
Authentication verifies identity and access to resources, typically via API keys or OAuth tokens.
Schedule regular deduping and enrichment tasks to keep your contact data current without manual effort.
Route new contacts to the correct team based on source, territory, or lifecycle stage using Zapier workflows.
Automatically generate onboarding tasks when a new contact is created to streamline activation.
Obtain your GHL API key and secret, then add them to Zapier and test the connection.
Set the authentication method in Zapier and map required fields for your workflow.
Run tests to verify data flows, adjust mappings, and deploy your automation to live.
No code is required to connect GHL with Zapier for many common tasks. You can set up triggers, actions, and data mappings using Zapier’s visual editor. If you need complex logic, you can add simple filters and paths without writing code. For more advanced scenarios, you may use webhooks and custom fields to extend functionality.
You can sync core contact data such as id, name, email, and phone, plus related items like tasks, notes, and appointments. The exact data available depends on the endpoints you enable and the permissions granted in GHL.
Supported methods typically include API key authentication and OAuth. Choose the method that aligns with your security posture and the capabilities of your GHL instance and Zapier connector.
GHL and Zapier provide retry logic and error messages. Test a failing scenario to observe retries, verify payloads, and adjust mapping or endpoint usage. Use logs to diagnose and reattempt the action after addressing the root cause.
Yes, real time triggers can be set up using webhooks or polling based on your configuration. When a GHL change occurs, Zapier can initiate an automation to run downstream tasks immediately.
Rate limits depend on your GHL plan and the endpoints used. Plan for retries and implement exponential backoff in your Zapier workflows to handle bursts gracefully.
To disconnect, remove the connection in Zapier and revoke API keys if needed. You can reconfigure a new integration at any time by repeating the setup steps with fresh credentials.
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Complete Operations Catalog - 126 Actions & Triggers
