Access to endpoints is secured by the provided scope (contacts.readonly). Use OAuth 2.0 or API keys as supported to authorize requests and protect sensitive data when calling endpoints like GET /contacts/:contactId.
Store credentials securely in Zapier, use standard OAuth flows or API tokens, and rotate secrets regularly to maintain a healthy integration.
Core endpoints include: 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: Retrieve a single contact record to surface profile data and support downstream automations.
Actions: fetch field data, update contact metadata, and enrich CRM records.
GET /contacts/:contactId
Key fields: contactId (required).
Trigger: Retrieve all tasks for a given contact to monitor progress and workload.
Actions: create, update, or mark tasks as completed to drive on-task workflows.
GET /contacts/:contactId/tasks
Key fields: contactId, taskId (optional for a specific task).
Trigger: Retrieve notes for a contact to surface context for messaging and outreach.
Actions: create, update, or delete notes to maintain history.
GET /contacts/:contactId/notes
Key fields: contactId, id (noteId).
Automate retrieving and enriching contact data without writing code.
Coordinate cross-app workflows with simple triggers and actions.
Scale CRM operations securely with maintainable integrations.
This section defines common terms used in the Campaign Refinery workflow: API endpoint, authentication, trigger, payload, and action.
A specific URL and HTTP method used to perform an action on the GHL API.
The process of validating identity and authorizing requests (OAuth 2.0 or API keys).
An event that starts a workflow in Zapier.
The data sent with a request or received in a response.
Use GET /contacts/:contactId and POST /contacts/ to mirror and enrich data between CRMs and marketing apps.
Create onboarding tasks when a new contact is added and track completion in Zapier.
Attach notes to contacts to inform messaging and outreach with contextual data.
Set up OAuth or API keys, test credentials to authorize calls.
Map endpoints, fields, and triggers, focusing on the core flows above.
Run end-to-end tests, verify data flows, and deploy to production.
No coding is required to get started with the Zapier App Connector. The platform provides auth flows, triggers, and actions that map to GHL endpoints. You can assemble automations using a visual builder.
Core endpoints include retrieving contacts, tasks, notes, and creating or updating records. Focus on the endpoints most relevant to your Campaign Refinery goals: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/ and PUT /contacts/:contactId.
Authentication is handled via OAuth or API tokens in Zapier and GHL. Set up credentials in both systems, test connectivity, and ensure the right scopes are granted (for example, contacts.readonly).
Yes. Create a Zap with multiple actions like fetching contact data, updating tasks, and attaching notes. Triggers can chain with actions to automate entire workflows.
Yes. Use POST /contacts/ to create a new contact with the required fields, then reference the new contactId in subsequent calls for updates or task creation.
Rate limits vary by plan. Implement backoff strategies and handle 429 responses gracefully to maintain reliability.
GHL API docs and the Zapier app connector docs provide endpoint references, authentication guidance, and example payloads for common tasks.
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Complete Operations Catalog - 126 Actions & Triggers
