Access is controlled by the Contacts API scope: contacts.readonly. Grant this scope in GHL to allow Zapier App Connector to read contact data, then enable your automations.
In Zapier, create a new connection for the BookingKoala workflow, provide the required credentials or authorize via OAuth if supported, and test the connection before enabling triggers and actions.
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; Scope: 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: a contact is created or updated in the Contacts API.
Actions: use POST /contacts/:contactId/tasks to create tasks, update task status, and attach due dates; map task fields from the contact record.
Methods/Paths: GET /contacts/:contactId to fetch, POST /contacts/:contactId/tasks to create, PUT /contacts/:contactId/tasks/:taskId to update, PUT /contacts/:contactId/tasks/:taskId/completed to mark complete.
Key fields: contactId, taskId, title, dueDate, status.
Trigger: a new or updated note is added to a contact.
Actions: pull notes via GET /contacts/:contactId/notes and surface them in the Zapier app; optionally create or update notes if supported.
Methods/Paths: GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id.
Key fields: contactId, id, note, updatedAt.
Trigger: a contact’s appointment is created or updated.
Actions: fetch appointments from GET /contacts/:contactId/appointments and synchronize with your calendar or task system.
Methods/Paths: GET /contacts/:contactId/appointments; (use related PUT/POST paths if available for syncing).
Key fields: contactId, appointmentId, startTime, endTime, location.
No coding required—build automations with a simple drag-and-drop interface.
Centralized data flow between BookingKoala and Zapier App Connector for streamlined workflows.
Scalable automations that empower teams to work faster with fewer manual steps.
Key elements include contacts, tasks, notes, and appointments; processes cover authentication, endpoint usage, data mapping, and error handling to ensure reliable integrations.
Application Programming Interface — a set of rules and endpoints that lets software communicate with a service.
A specific URL path in an API that performs a function, such as retrieving a contact or creating a task.
A standard for secure, token-based authorization used to grant access to APIs without sharing passwords.
Permissions granted to an app to access particular parts of an API (e.g., readonly).
Automatically create onboarding tasks when a new contact signs up in BookingKoala.
Sync notes to alert teams of important updates and follow-ups.
Push appointment data to external calendars and trigger reminders.
Log in to GHL and Zapier, create a new connection for Contacts API and the Zapier App Connector, and authorize access.
Define mappings for contacts, tasks, notes, and appointments to ensure accurate data transfer.
Test the end-to-end flow and activate the automation to run in real time.
You need at least the contacts.readonly scope to pull contact data. If you’re creating tasks and notes, additional permissions or scopes may be required depending on your setup. Always test permissions in a staging environment first. In Zapier, use a test connection to confirm data flows as expected.
Yes. The integration supports reading data from Contacts API and writing updates back to Tickets/Tasks and related resources when the appropriate endpoints and scopes are granted. Map fields carefully to avoid overwriting data unintentionally.
Common endpoints include GET /contacts/:contactId, GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/appointments. The exact set depends on the automations you build.
No custom code is required for typical automations. Zapier’s builder handles triggers, actions, and field mappings with a no-code interface.
Use Zapier’s test run features and the API’s sandbox data to validate each step. Check response codes, data mappings, and field accuracy before activating.
Errors are surfaced in the Zapier task history and the API response. Use retries, error handling steps, and alerting within your workflow to address failures quickly.
View logs in Zapier’s task history and in your GHL integration settings. If you need help, contact support with the exact endpoint and error message.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
