Authenticate calls with your GHL API key and OAuth token as required by the Contacts API. Ensure you have the correct scopes (e.g., contacts.readonly for reading data) and use a secure method such as a server-side proxy or Zapier app connection.
BackNine Insurance uses the same GHL credentials to access the Contacts API. Store credentials securely in your Zapier app connector and rotate keys regularly to maintain security.
GET /contacts/:contactId — Retrieve a single contact by ID. GET /contacts/:contactId/tasks — List tasks for a contact. GET /contacts/:contactId/tasks/:taskId — Get details for a specific task. GET /contacts/:contactId/notes — List notes for a contact. GET /contacts/:contactId/notes/:id — Get a specific note. GET /contacts/:contactId/appointments — Retrieve appointments for a contact. GET /contacts/ — List all contacts. GET /contacts/business/:businessId — Retrieve contacts for a business. POST /contacts/ — Create a new contact. PUT /contacts/:contactId — Update a contact. DELETE /contacts/:contactId — Delete a contact. POST /contacts/:contactId/tasks — Create a task for a contact. PUT /contacts/:contactId/tasks/:taskId — Update a task. PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed. DELETE /contacts/:contactId/tasks/:taskId — Delete a task. POST /contacts/:contactId/tags — Add a tag to a contact.
Trigger: when a contact is created or updated in BackNine Insurance.
Actions: pull contact data with GET /contacts/:contactId, fetch related tasks with GET /contacts/:contactId/tasks, and attach notes if needed with GET /contacts/:contactId/notes.
GET /contacts/:contactId
contactId, name, email, phone, tasks, notes
Trigger: new or updated tasks in BackNine Insurance.
Actions: read/write tasks via GET /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId (or POST /contacts/:contactId/tasks) to create or modify tasks.
GET /contacts/:contactId/tasks
taskId, title, status, dueDate
Trigger: note added or appointment scheduled in BackNine Insurance.
Actions: fetch notes via GET /contacts/:contactId/notes and fetch appointments via GET /contacts/:contactId/appointments.
GET /contacts/:contactId/notes
noteId, content, createdAt, appointmentId
No-code automation: connect your CRM and outreach flows without writing code.
Centralized data: view contacts, tasks, notes, and appointments from a single interface.
Faster onboarding: empower teams to act on data with ready-to-use templates in Zapier.
This glossary defines common data elements and processes used in the GHL Contacts API integration with BackNine Insurance.
A person or stakeholder stored in the Contacts API with identifiers, contact details, and linked activities like tasks, notes, and appointments.
An action item assigned to a contact, with status, due date, and notes.
A free-form entry attached to a contact to capture information, updates, or communications.
Scheduled meeting or event tied to a contact, including time, location, and participants.
Automatically pull contact details when a new lead enters BackNine Insurance, then trigger tasks for follow-up.
Sync upcoming appointments and attach relevant notes to the contact for the agent before meetings.
Create notes or tasks from customer messages to drive faster response times.
Request API credentials and ensure the correct scopes (read and write as needed).
Set up OAuth or API keys in the Zapier app connector and test authentication against endpoints like GET /contacts/:contactId.
Create a simple Zap to fetch a contact, then expand to tasks, notes, and appointments.
The Contacts API gives you access to core contact data and related items like tasks, notes, and appointments. You can fetch lists and individual records to power your BackNine Insurance workflows. Remember to respect scope limits and rate limits as you scale your integration. Use cases include updating a contact’s profile, pulling upcoming tasks, and displaying notes in agent dashboards.
Yes—write permissions are required for endpoints that create, update, or delete data (POST, PUT, PATCH, DELETE). If your current scope is readonly, you can validate read operations first using GET endpoints, then request broader permissions as needed.
Test calls in a sandbox or staging environment whenever available. Use sample IDs, simulate common errors, and log responses. Validate authentication first, then verify responses for data integrity and idempotency.
Yes. You can automate notes and appointments by triggering actions when events occur in BackNine Insurance. For example, create a note when a task is completed or attach an appointment record to a contact.
Store API keys securely, rotate credentials regularly, and prefer OAuth tokens for user-scoped access. Always use HTTPS, and leverage Zapier’s secure storage and vault features when available.
Read-only endpoints include GET /contacts, GET /contacts/:contactId, and related fetch endpoints for tasks, notes, and appointments. Write-enabled calls require additional permissions and appropriate scopes.
Yes. Look for starter templates or examples in the Zapier integration docs and adapt endpoint paths like /contacts/:contactId to fit your BackNine Insurance workflows.
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Complete Operations Catalog - 126 Actions & Triggers
