To begin, obtain your GHL API credentials and ensure the Contacts API scope is granted. In Zapier, add a new connection and select the Contacts API as the target.
In Zapier, authorize the Zapier App Connector to access your GHL account by following the on-screen prompts and selecting the Contacts API scope.
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: When a contact is created or updated in the Contacts API.
Actions: Create or update a task, associate it with the contact, and log related notes.
Example methods: GET /contacts/:contactId to fetch; POST /contacts/ to create; PUT /contacts/:contactId to update; POST /contacts/:contactId/tasks to add tasks.
Key fields include contactId, name, email, phone, tags, and status.
Trigger: A new note is added to a contact.
Actions: Create or update notes, fetch notes by id, and attach to the contact timeline.
GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; POST /contacts/:contactId/notes to add notes.
Key fields: noteId, contactId, content, timestamp.
Trigger: Appointment scheduled or updated.
Actions: Create or update appointments, send reminders, and sync with the contact timeline.
GET /contacts/:contactId/appointments; POST /contacts/:contactId/appointments to schedule; PUT /contacts/:contactId/appointments/:appointmentId to update.
Key fields: appointmentId, contactId, date, time, location, status.
Zero-code setup with visual builders and pre-built templates that accelerate deployment.
Automate repetitive CRM workflows without writing a line of code.
Scale integrations across contacts, tasks, notes, and appointments with consistent governance.
An overview of the elements and processes used to connect the Contacts API with the Zapier App Connector, including endpoints, authentication, and data mapping.
Application Programming Interface: a set of endpoints and rules that enable software to communicate with a service.
A specific URL path and method for performing an operation on the API.
Create, Read, Update, Delete — the four fundamental operations available on resources.
A real-time data delivery mechanism that pushes events from one service to another via a callback URL.
When a contact is added or updated in Contacts API, automatically create a welcome task and assign it to the owner.
Automatically push newly created notes to the contact’s activity feed in the CRM view.
Trigger reminders when tasks become due and generate calendar events for follow-ups.
In Zapier, create a new connection and choose the Contacts API as the target; enter your GHL credentials and grant access.
Set up triggers for new contacts, tasks, notes, and appointments; map fields between GHL and Zapier.
Run test events to verify data flow, fix mappings if needed, and deploy the automation to production.
Yes. A higher tier plan in Zapier is typically required to create or modify data via automation, while basic reads can be done on lower tiers. Ensure your GHL account has the proper API access enabled. In Zapier, upgrade as needed to unlock write access and advanced features. In both systems, configure the connection with the appropriate permissions and scopes (for example, contacts.readonly for reading and a write scope when you plan to create or update records).
The supported endpoints include core CRUD operations for contacts, tasks, notes, and appointments. You can combine multiple actions in a single Zap to automate end-to-end workflows. Note that not every endpoint may be exposed by default; check the endpoint list and enable the exact operations you need in your Zapier setup.
Yes. You can map fields such as name, email, phone, and custom tags to the corresponding fields in Zapier. Use Zapier’s mapping UI to align data types and defaults. If a field is missing, consider using a formatter step or a lookup to derive the value from another field prior to sending it to the target endpoint.
Common errors include authentication failures, missing scopes, and rate limits. Retry with exponential backoff and verify credentials and scope in both GHL and Zapier. Use test runs to identify where the failure occurs. Consult the activity logs in Zapier and the API response messages from GHL for precise troubleshooting.
GHL API credentials typically rely on API keys or OAuth-based access, depending on configuration. Ensure TLS is used, rotate credentials regularly, and restrict the scope to the minimum needed. Zapier securely stores credentials and uses them only for your automations. Keep endpoints protected and monitor access in your GHL account for unusual activity.
Yes. You can test integrations in a sandbox or with sample data without affecting live records. Use test contacts, tasks, notes, and appointments to validate mappings and triggers before going live. When ready, deploy with a small, contained workflow first to observe behavior before expanding.
Zapier provides a Task History and error messages for each run. You can view detailed logs in the Zapier dashboard and enable email notifications for failures. Use the built-in ‘Test This Step’ feature during setup to validate each action and trigger.
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Complete Operations Catalog - 126 Actions & Triggers
