Use your GHL API key and the required scope (contacts.readonly) when calling the Contacts API. Include the API key in the Authorization header as a Bearer token to securely access data.
Zapier manages the OAuth 2.0 flow for the GHL integration. Configure the app to request the Contacts read-only scope and store tokens securely to maintain seamless access.
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — List tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Get a specific task; GET /contacts/:contactId/notes — List notes; GET /contacts/:contactId/notes/:id — Get a specific note; GET /contacts/:contactId/appointments — List appointments; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — Get 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; 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 tags to a contact.
Trigger: New or updated contact in BotConversa
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
GET /contacts/:contactId
Key fields: contactId
Trigger: Contact updated
Actions: GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
GET /contacts/:contactId/tasks
Key fields: contactId, taskId
Trigger: New note added to contact
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
GET /contacts/:contactId/notes
Key fields: contactId
Accelerate workflows by automating data flow between BotConversa and your CRM data
Reduce manual data entry and ensure consistency across systems
Easily scale with new endpoints as your use cases grow
Key elements and processes you’ll encounter when connecting GHL Contacts API to Zapier
GHL API: The programmatic interface that lets you access contacts, notes, tasks, and more from the GHL platform.
contactId: The unique identifier for a contact in GHL used in endpoints like /contacts/:contactId
Tasks: To-do items assigned to a contact, retrievable via /contacts/:contactId/tasks
Notes: Personal or activity notes tied to a contact, accessible via /contacts/:contactId/notes
When a new contact is created in BotConversa, automatically tag it and create a follow-up task via /contacts/:contactId/tasks to segment onboarding work.
Push new contact notes to a centralized notes system for knowledge sharing and faster collaboration.
When a task is completed, automatically schedule an appointment via /contacts/:contactId/appointments to maintain engagement.
Configure OAuth/API key with the scope set to contacts.readonly and securely store credentials.
Select endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes and related endpoints.
Create Zapier workflows that trigger on changes and perform actions across tasks, notes, and appointments.
Answer: Use your GHL API key in the Authorization header with the Bearer scheme and ensure the request includes the scope contacts.readonly. This setup enables read-only access to contact data via the Contacts API. Keep keys secure and rotate them regularly. Validate endpoints in a test environment before enabling live automations.
Answer: The integration can access endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and related endpoints like appointments and business filters. Not all endpoints are required for every page, but you can build workflows that leverage the common data sets: contact details, tasks, notes, and appointments.
Answer: Yes. You can trigger on contact events and then fetch related tasks or notes with GET endpoints. This enables consolidated views and updates in Zapier without switching between tools. Use multi-step Zaps to pull in all relevant data for a contact.
Answer: Yes. Zapier App Connector handles the OAuth flow for the GHL integration. You’ll configure the app to request the Contacts read-only scope and manage token refreshes automatically once the initial connection is established.
Answer: Yes. You can access the endpoint GET /contacts/business/:businessId to filter contacts by business. Additional query parameters can be used in future iterations to refine filters; start with business-based grouping to segment workflows.
Answer: Yes. You can create (POST /contacts/), update (PUT /contacts/:contactId), and delete (DELETE /contacts/:contactId) contacts through Zapier. Build careful error handling and confirm permissions before performing destructive actions.
Answer: Follow best security practices: store API keys and tokens in secure vaults, use least-privilege scopes, rotate credentials regularly, and monitor access logs. Use encrypted connections (HTTPS) for all API calls and automate credential renewal where possible.
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Complete Operations Catalog - 126 Actions & Triggers
