Use your GHL credentials to obtain an access token with the scope: contacts.readonly. Store tokens securely and refresh them before expiration to maintain uninterrupted access.
In Zapier, create a new connection for the Zapier App Connector to access Contacts data. Use OAuth 2.0 or API key as configured, and test the connection to ensure proper permissions.
Endpoint 1: GET /contacts/:contactId; Endpoint 2: GET /contacts/:contactId/tasks; Endpoint 3: GET /contacts/:contactId/tasks/:taskId; Endpoint 4: GET /contacts/:contactId/notes; Endpoint 5: GET /contacts/:contactId/notes/:id; Endpoint 6: GET /contacts/:contactId/appointments; Endpoint 7: GET /contacts/; Endpoint 8: GET /contacts/business/:businessId; Endpoint 9: contacts.write; Endpoint 10: POST /contacts/; Endpoint 11: PUT /contacts/:contactId; Endpoint 12: DELETE /contacts/:contactId; Endpoint 13: POST /contacts/:contactId/tasks; Endpoint 14: PUT /contacts/:contactId/tasks/:taskId; Endpoint 15: PUT /contacts/:contactId/tasks/:taskId/completed; Endpoint 16: DELETE /contacts/:contactId/tasks/:taskId; Endpoint 17: POST /contacts/:contactId/tags; Endpoint 18: GET /contacts/:contactId/tags; Endpoint 19: DELETE /contacts/:contactId/tags/:tagId; Endpoint 20: PATCH /contacts/:contactId; Endpoint 21: GET /contacts/search; Endpoint 22: POST /contacts/import; Endpoint 23: GET /contacts/:contactId/activities; Endpoint 24: POST /contacts/:contactId/notes; Endpoint 25: PUT /contacts/:contactId/notes/:noteId; Endpoint 26: DELETE /contacts/:contactId/notes/:noteId; Endpoint 27: GET /contacts/:contactId/notes/:noteId; Endpoint 28: POST /contacts/:contactId/appointments; Endpoint 29: PUT /contacts/:contactId/appointments/:appointmentId; Endpoint 30: DELETE /contacts/:contactId/appointments/:appointmentId; Endpoint 31: GET /contacts/summary; Endpoint 32: POST /contacts/:contactId/merge; Endpoint 33: GET /contacts/:contactId/ownership; Endpoint 34: POST /contacts/:contactId/ownership; Endpoint 35: PUT /contacts/:contactId/ownership; Endpoint 36: GET /contacts/:contactId/customfields; Endpoint 37: POST /contacts/:contactId/customfields; Endpoint 38: PUT /contacts/:contactId/customfields/:fieldId; Endpoint 39: DELETE /contacts/:contactId/customfields/:fieldId; Endpoint 40: GET /contacts/:contactId/segments; Endpoint 41: POST /contacts/:contactId/segments; Endpoint 42: DELETE /contacts/:contactId/segments/:segmentId; Endpoint 43: GET /contacts/:contactId/pipelines; Endpoint 44: POST /contacts/:contactId/pipelines; Endpoint 45: PUT /contacts/:contactId/pipelines/:pipelineId; Endpoint 46: DELETE /contacts/:contactId/pipelines/:pipelineId; Endpoint 47: GET /contacts/:contactId/history; Endpoint 48: POST /contacts/:contactId/history; Endpoint 49: GET /contacts/:contactId/score; Endpoint 50: POST /contacts/:contactId/score; Endpoint 51: GET /contacts/:contactId/notes/:noteId/attachments; Endpoint 52: POST /contacts/:contactId/notes/:noteId/attachments; Endpoint 53: DELETE /contacts/:contactId/notes/:noteId/attachments; Endpoint 54: GET /reports/contacts;
Trigger when a new contact is created in GHL (GET /contacts/:contactId) and push the data to APPNAME to create a corresponding contact record.
Actions in APPNAME can include creating or updating a contact, syncing notes, and attaching related tasks to keep records aligned.
GET /contacts/:contactId to fetch new contact details; POST /contacts/ to create in APPNAME when needed.
contactId, firstName, lastName, email, phone, company
Trigger on new or updated tasks for a contact via POST /contacts/:contactId/tasks and update APPNAME task lists.
Update APPNAME with task titles, due dates, statuses, and assignees; create corresponding tasks in APPNAME when triggered.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId for updates; PUT /contacts/:contactId/tasks/:taskId/completed to mark done.
contactId, taskId, taskName, dueDate, status, assignee
Trigger when a note is added or updated on a contact via GET /contacts/:contactId/notes and propagate to APPNAME.
Sync note content, attachments, and timestamps; ensure notes in APPNAME mirror GHL notes for each contact.
GET /contacts/:contactId/notes; POST /contacts/:contactId/notes; PUT /contacts/:contactId/notes/:id
contactId, noteId, noteContent, createdAt
Rapid setup: Connectors and triggers can be configured in minutes without custom code, speeding your time to automation.
Data consistency: Centralize contact data across GHL and APPNAME with automatic syncing of notes, tasks, and attachments.
Scalability: Easily scale workflows as your contact data grows, with robust endpoints for create, read, update, and delete operations.
A concise glossary of terms used in this guide to help you understand endpoints, authentication, and data flows between GHL and APPNAME.
An authorization framework that allows apps to obtain limited access to a user’s resources without exposing credentials. Used to authenticate the Zapier App Connector with GHL.
A short-lived token issued after successful authentication, used to authorize API requests to GHL on behalf of the user.
A specific URL path in an API that performs a defined operation, such as GET /contacts/:contactId.
A mechanism for real-time data updates where one system sends events to another system as they occur.
Capture essential fields from the new GHL contact (name, email, company) and create a matching record in APPNAME to kick off onboarding workflows.
Whenever a new task is created in GHL for a contact, mirror it in APPNAME so teams have a single complete view of work.
Sync contact notes and any attachments to APPNAME to preserve context across tools and reduce data gaps.
Obtain an access token for GHL using OAuth 2.0, grant the necessary scope (contacts.readonly), and establish a connection in the Zapier App Connector.
Create a data map between GHL contact fields (name, email, phone, company) and APPNAME fields to ensure accurate data transfer.
Configure triggers (new or updated contacts) and actions (create/update in APPNAME). Run end-to-end tests using sample data to validate accuracy.
The integration uses OAuth 2.0 to securely authorize access. Tokens are scoped to contacts.readonly for read operations, and can be refreshed automatically to maintain continuity. You control which apps have access and can revoke permissions at any time. In Zapier, establish a stored connection to manage credentials securely.
Key endpoints include GET /contacts/:contactId for retrieving a contact, GET /contacts/:contactId/tasks for tasks, POST /contacts/:contactId/tasks to create tasks, and GET /contacts/:contactId/notes to pull notes. These endpoints enable syncing of core data (contacts, tasks, notes) between GHL and APPNAME.
Yes. You can customize field mappings in the integration setup to control which attributes move between systems. This ensures only relevant data is synchronized and displayed in APPNAME, reducing clutter and preserving data quality.
Security is ensured via OAuth 2.0 authentication, encrypted data in transit (TLS), and token scoping. Access tokens are short-lived and refresh automatically, limiting exposure if a token is compromised. Regular reviews of connected apps are recommended.
If a contact is deleted in GHL, the behavior depends on your workflow. You can configure a delete sync to remove the corresponding contact in APPNAME, or you can archive the record to preserve historical data while preventing duplicates.
Notes and attachments can be synced via endpoints like GET /contacts/:contactId/notes and related attachment APIs. You can enable this in the mapping to ensure notes appear in APPNAME for full context.
If a task or note fails to sync, check the connection status, verify endpoint permissions, and test with a sample contact. Review logs in Zapier for error messages and adjust mappings or scopes as needed.
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Complete Operations Catalog - 126 Actions & Triggers
