To access Contacts API, generate an API key in GHL and use token-based authentication. Ensure the scope includes contacts.readonly for read endpoints and adjust permissions as needed.
Grant Callingly permission to access your GHL Contacts data by completing the OAuth flow or API key connection within your Zapier App Connector settings.
– 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 accessed or updated in GHL.
Action: sync contact details in Callingly, create or update related tasks.
GET /contacts/:contactId
contactId, name, email, status
Trigger when notes are added or updated for a contact.
Action: push note content to Callingly and attach to the contact profile.
GET /contacts/:contactId/notes
noteId, contactId, id, content
Trigger when an appointment is scheduled or updated.
Action: create calendar events or tasks in Callingly linked to the contact.
GET /contacts/:contactId/appointments
appointmentId, contactId, time, summary
Automatic data syncing between GHL and Callingly eliminates manual data entry.
Triggers and actions enable powerful automations without writing code.
Centralized contact data supports timely follow-ups and personalized outreach in Callingly.
Key elements include API endpoints, authentication, triggers, actions, and data fields used to move and transform contact data between GHL and Callingly.
A dedicated URL path used to access or modify resources in the API.
An event that starts a workflow in your integration.
An operation performed by your integration in response to a trigger.
The specific API URL pattern used to access resources.
Pull new contact data and auto-create a Welcome task in Callingly to kick off outreach.
Use appointments endpoint to trigger timely follow-ups in Callingly.
Sync notes to build a richer contact profile in Callingly for personalized messaging.
Obtain and configure credentials for GHL Contacts API and connect Callingly in the Zapier App Connector.
Create triggers for contact updates, notes changes, and appointment events, then map actions to Callingly tasks and notes.
Run end-to-end tests, verify data flows, then enable automation in production.
The Contacts API exposes endpoints to retrieve and manage contact data, including tasks, notes, and appointments. Use GET calls to fetch information about a contact, its tasks, notes, and upcoming appointments. For creating or updating data, use POST, PUT, and DELETE where appropriate. The ENDPOINTLIST section above shows the full set of available paths. You can combine these endpoints with Callingly actions in Zapier to automate outreach, reminders, and data enrichment without writing code.
No-code automation is supported through the Zapier App Connector. You configure triggers (events in GHL) and actions (callable tasks in Callingly) to automate workflows. While advanced custom logic can be added via code steps if needed, most scenarios can be built using the provided triggers and actions.
Authentication typically involves obtaining an API key or OAuth credentials from GHL for the Contacts API and linking Callingly in the Zapier app. Use the appropriate tokens with the required scopes (e.g., contacts.readonly) to enable read access. The exact flow depends on your workspace and security setup, but both sides must grant access before data can flow.
Yes. You can pull contacts, their notes, tasks, and appointments using the listed endpoints. This enables streaming of essential data into Callingly for messaging, reminders, and task management. Use the trigger-you-need-and-map-actions pattern to keep Callingly in sync.
For read-only access to retrieve data, the scope should include contacts.readonly. If you need to create or update data, you’ll require write-related scopes (e.g., contacts.write). Always apply the minimal scope needed for your workflow.
Test the connection by authorizing both sides, running a sample fetch (e.g., a contact’s data, notes, and appointments), and validating that the data appears in Callingly as expected. Use Zapier test builders and the endpoint paths above for verification.
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Complete Operations Catalog - 126 Actions & Triggers
