Learn how to securely authorize your Zapier connections to access Contacts data using OAuth 2.0 and scoped access tokens, with steps to obtain credentials and test permissions.
Set up OAuth credentials, token management, and refresh strategies to keep your connection alive between the Zapier App Connector and the Contacts API.
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 when a contact is updated or a new task is added for that contact.
Actions include retrieving contact details and the list of tasks, creating or updating tasks, and pushing updates back to integrated apps.
GET /contacts/:contactId and GET /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger on contact updates or when new notes are added.
Update contact data, create notes, and fetch the latest contact snapshot.
PUT /contacts/:contactId and POST /contacts/:contactId/notes
contactId, notesId
Trigger when tasks reach due dates or are completed.
Create tasks, update completion status, and fetch updated task lists.
POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId, completed
Automate data flows between Contacts data and apps such as CRMs, support desks, and marketing platforms without writing code.
Reduce manual data entry and keep data synchronized in real time across systems.
Build scalable automations using ready-made templates, triggers, and actions.
Definitions of core elements and processes used when connecting the Contacts API to the Zapier App Connector, including endpoints, triggers, actions, and data fields.
Application Programming Interface: a set of rules that enables software components to communicate.
The process of granting access to a system or resource for a connected app.
A specific URL path in an API that performs an operation or returns data.
A credential used to authenticate API requests and maintain sessions.
Capture new contacts from web forms and automatically create or update records in your CRM via the Contacts API and Zapier.
Automatically create and assign tasks for contacts when relevant messages arrive, then sync back status to your systems.
Attach notes from support tickets, emails, or chat messages to contact histories to improve context.
Register and obtain your API key and secret; configure scopes (contacts.readonly, etc.).
Use OAuth 2.0 tokens or API keys to authorize; test permissions and access levels.
Create a Zap to fetch contacts, tasks, and notes and push updates across apps.
The Contacts API exposes endpoints for retrieving contacts, tasks, notes, and appointments, as well as updating and creating records. You can list and fetch contacts, drill into a contact’s tasks and notes, and access business-related data. This enables you to build comprehensive automations across systems. Additionally, there are endpoints for creating, updating, and deleting resources as needed by your workflows.
We support OAuth 2.0 bearer tokens and API keys for authentication. Configure the appropriate scopes (for example, contacts.readonly) to limit access. Store credentials securely and rotate tokens regularly to maintain security. Test permissions after setup to confirm that your Zapier app can access the needed data.
To test your connection, use a sandbox or test environment to run sample zaps. Validate that your app can retrieve a contact, list tasks, and read notes. Check that authentication succeeds and that the correct data is returned with appropriate error handling. Monitor responses and adjust scopes if necessary.
Yes. You can update contacts, create and update tasks, and delete resources via the API depending on the granted scopes. Implement proper validation and error handling to avoid data loss. Always test destructive actions in a safe environment before deploying to production.
API access availability may depend on your plan. Review your subscription to ensure access to endpoints and higher rate limits. If needed, upgrade to a plan that supports extended API usage and concurrent connections.
Rate limits apply to API requests. If you hit limits, implement exponential backoff, caching, and batching strategies. Consider requesting higher limits if your automation requires frequent requests.
Endpoint documentation is available in the official docs section of the Contacts API. It includes detailed descriptions, request/response formats, and examples for each endpoint. Use this as your primary reference when building automations.
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