Use OAuth 2.0 with access tokens and automatic token refresh. Keep credentials secure and rotate them periodically.
Zapier App Connector authenticates with the GHL Contacts API using OAuth 2.0 or API keys. Store credentials securely in Zapier and test the connection from the app configuration.
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 created or updated and push changes to Zapier tasks and notes
Actions to create or update a contact add notes and assign tasks via endpoints
HTTP methods include GET POST PUT and DELETE across the paths above map to Zapier triggers and actions
Key fields include contactId name email phone tags and status
Bulk update trigger when a batch of contacts changes and kick off multiple actions in Zapier
Actions to batch update contacts create tasks or notes for each record
Use POST for creates PUT for updates and DELETE for removals on /contacts endpoints with batch patterns if supported
Key fields include batchId contactId timestamp
Trigger when a contact enters a stage or when an appointment is booked
Actions include scheduling calls adding notes updating status and posting to related apps
Typical paths include /contacts/:contactId/tasks /contacts/:contactId/notes and /contacts/ for create
Key fields include contactId taskId noteId
Automate data flow between apps without writing code
Speed onboarding and support workflows with instant triggers
Maintain a single source of truth with centralized logging and audit trails
This glossary covers Contacts Tasks Notes Appointments and the main API endpoints used to connect GHL to Zapier App Connector
A person stored in the Contacts API with fields like name email phone and custom tags
A task assigned to a contact to track follow ups and activities
A free form text note attached to a contact for context or history
Scheduled meeting or call linked to a contact and included in calendar integrations
Trigger updates when a contact changes stage create tasks for follow ups and sync notes
Onboard new leads by creating a contact scheduling an intro call and tagging the record
When a support ticket is opened log a note create a task for follow up and notify the team
Obtain your OAuth token or API key from the Contacts API dashboard and configure OAuth in Zapier
Use the test connection to validate access to contacts tasks and notes
Choose contact fields to sync and set up triggers and actions in Zapier
The Contacts API is the layer that exposes contact data including names emails phones and notes. It enables reading updating and linking related resources like tasks and appointments. This API is the bridge between GHL data and automation tools like Zapier.
OAuth 2.0 is supported for secure access with tokens that can be refreshed automatically. API keys can be used as an alternative where supported. Keep credentials private and rotate them regularly.
Yes. You can trigger actions when a contact is created updated or when related resources like tasks notes or appointments change. This enables real time automations in Zapier.
End points for syncing typically include retrieving contact records listing tasks notes and appointments. Use POST for creates PUT for updates and DELETE for removals to keep data in sync across apps.
No code is required to connect the Contacts API with the Zapier App Connector. The integration is designed for no code workflow automations using triggers actions and data mapping.
To test your connection use Zapier test actions and check the returned payloads. Ensure scopes like contacts.readonly align with the endpoints you use and verify tokens refresh works as expected.
Rate limits vary by plan. Check the API docs for the current quotas and backoff rules. If you approach limits, consider batching requests or staggering triggers.
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Complete Operations Catalog - 126 Actions & Triggers