Use OAuth 2.0 with the Contacts API scope: contacts.readonly. Retrieve credentials from the GHL developer portal and grant access to the Zapier App Connector.
In Zapier, create or install the app connection, provide OAuth client details, and authorize access to your GHL account for the Contacts API.
A concise list of available endpoints includes: 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, API endpoints for write operations: 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, launching a Zap to set tasks and attach notes automatically.
Actions: create or update tasks (POST/PUT), attach notes (POST/PUT), and link appointments as needed.
Key endpoints: GET /contacts/:contactId, POST /contacts/, POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes
Key fields: contactId, taskId, noteId, appointmentId
Trigger: on a schedule or on demand, fetch contact history data from multiple endpoints.
Actions: use GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes to compile a history report and push it to a CRM note or dashboard.
Endpoints: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger: new contact creation triggers tagging and segmentation workflows.
Actions: POST /contacts/, PUT /contacts/:contactId/tags, and related task/note creation to support segmentation.
Endpoints: POST /contacts/, PUT /contacts/:contactId/tags
Key fields: contactId, tagId
No-code automation lets you connect contact data to tasks, notes, and appointments without writing code.
Visual triggers and actions in Zapier simplify building workflows across your CRM and external tools.
Fast iteration: test, adjust mappings, and deploy automations in minutes.
Learn the core elements: endpoints, triggers, actions, and HTTP methods. Understand how method paths map to resources in GHL.
A specific URL you call to access a resource, such as a contact or a list of tasks.
An event that starts a Zapier workflow when data changes in GHL.
An operation performed by Zapier in response to a trigger, such as creating a task or updating a contact.
The endpoint URL with placeholders for resource IDs used in API calls (GET, POST, PUT, DELETE).
New leads create a contact in GHL, trigger tasks, notes, and a welcome sequence in one Zap.
Pull contact activities into a centralized dashboard via Zapier.
Tag and segment contacts, then push to targeted campaigns in GHL or external tools.
Choose a Contacts API trigger such as when a contact is created or updated, then fetch data as needed.
Add actions like create tasks, notes, or update records via POST/PUT endpoints.
Test the Zap, confirm data mapping, and turn on the workflow.
The Contacts API scope used here is typically contacts.readonly to allow read access to contacts, tasks, notes, and basic history. If write access is required for your use case, you may request elevated scopes or use the write endpoints with proper permissions. Always follow least-privilege principles when granting access. The Zapier App Connector will use these credentials to fetch and push data as configured in your Zaps.
No heavy coding is required. The integration is designed for no-code use via Zapier triggers and actions. You will map fields from the Contacts API to Zapier actions (e.g., creating tasks, notes, or tagging contacts) using the app connector’s UI. For advanced needs, you can leverage custom scripts or additional steps in Zapier if needed.
Writing data is supported via write endpoints such as POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, and PUT /contacts/:contactId/tasks/:taskId. Ensure you have the proper permissions and that you respect rate limits. Use test data in Zapier to validate mappings before going live.
Authentication is performed in two layers: first, authorize the GHL Contacts API via OAuth 2.0 with the given scope; second, connect the Zapier App Connector by providing OAuth credentials and granting access to the GHL account. Once connected, you can select the API endpoints you want to use in your Zaps.
Rate limits vary by endpoint and your GHL plan. Typical considerations include per-minute or per-hour call limits and bulk operation constraints. If you hit limits, implement exponential backoff in Zaps and stagger requests to avoid throttling.
Yes. You can fetch notes and tasks for a contact by issuing multiple GET calls to GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes, then combine results in Zapier using built-in actions or by formatting data in subsequent steps.
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