Authenticate securely to allow the Zapier App Connector to read and manage contacts via the Contacts API using standard OAuth or API keys.
Set up secure authentication between the Zapier App Connector and the Contacts API so all automation runs on trusted credentials.
Endpoint examples you may use with the Contacts API in Zapier App Connector: – 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 – 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: on-demand pull of a contact record via GET /contacts/:contactId, then sync data to your downstream apps.
Actions: fetch tasks, notes, and appointments related to that contact using endpoints 2, 4, and 6 to keep all data in sync.
Method path example: GET /contacts/:contactId to retrieve full contact data.
Key fields: contactId; related IDs such as taskId, noteId, appointmentId as needed.
Trigger: a new contact is added in your system, or an existing contact changes; use POST /contacts/ to create or PUT /contacts/:contactId to update.
Actions: create, update, or delete contacts with endpoints 9, 10, and 11; attach or modify tasks via endpoints 13-16 as needed.
Method path examples: POST /contacts/ to create; PUT /contacts/:contactId to update; DELETE /contacts/:contactId to remove.
Key fields: contactId, name, email, phone; businessId for association.
Trigger: task or note events; create or update tasks with POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId.
Actions: create/update tasks (13-16), fetch and attach notes (4-5), and schedule appointments (6).
Method path examples: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed.
Key fields: contactId; taskId; noteId; appointmentId.
Build powerful automations quickly without writing a single line of code.
Unify data across contacts, tasks, notes, and appointments for a 360-degree view.
Prototype and publish workflows in days with reusable templates.
Core elements include contacts, tasks, notes, appointments, and tags; processes cover authentication, endpoint access, and data sync.
An API is a set of rules that lets two software systems talk to each other and perform actions such as retrieving or updating data.
A specific URL in an API to access a resource, such as a contact or a task.
A method to verify identity and grant access to resources, usually via OAuth or API keys.
A callback URL that receives real-time data updates from an external service when events occur.
Trigger a task creation in response to contact changes using POST /contacts/:contactId/tasks and related endpoints to keep your team aligned.
Pull notes with GET /contacts/:contactId/notes and push to your document storage or CRM notes channels.
Use the appointments endpoint to automatically set follow-up meetings when a contact is updated.
Obtain OAuth credentials or an API key and configure access between the Contacts API and the Zapier App Connector.
Select triggers (e.g., contacts.created, contacts.updated) and actions (create_contact, update_task) using endpoints listed above.
Run end-to-end tests, then publish your automation and monitor for errors via Zapier dashboards.
Authentication is typically done via OAuth or API keys. The Zapier App Connector stores credentials securely and uses them to access the Contacts API as needed. If your system requires user consent, this is handled during the OAuth flow. If you prefer API keys, configure the key in your Zapier app settings and reference it in requests to the Contacts API.
For syncing contacts, use GET /contacts/:contactId to pull data and GET /contacts/ to list. You can then combine with tasks and notes endpoints to keep related data consistent across systems. Use POST /contacts/ to create new records when a contact is added in your CRM.
Yes. Use PUT /contacts/:contactId to update contact fields and POST /contacts/:contactId/tasks to create related tasks in a single automation. Be mindful of the relationships between resources to maintain data integrity.
Some event-driven features can be approximated with webhooks. If the API supports webhooks, configure your webhook URL in the Zapier app and map the events to triggers in your zap. Otherwise, polling endpoints like GET /contacts/:contactId can be used to infer changes.
Yes. Use the Zapier test mode and sample data to validate inputs and outputs without live data. You can also run a dry-run in the Zapier editor to verify triggers and actions before going live.
Implement retries with exponential backoff, and respect the API rate limits described in the documentation. Log errors and alert on failures so you can adjust workflows quickly.
Rate limits vary by plan and endpoint. Check the API docs for current quotas and plan-specific limits. You can design your zap to batch requests where possible to minimize calls.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
