Use OAuth 2.0 or an API key to securely authorize requests to the Contacts API. Store credentials securely, rotate credentials regularly, and test access with a quick read of a sample contact.
Zapier connects apps using OAuth 2.0 or tokens. Ensure credentials are stored securely in Zapier and refreshed as needed to maintain seamless access.
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; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId; POST /contacts/:contactId/tasks; POST /contacts/:contactId/tags
Trigger: Retrieve a contact by ID to kick off automations.
Actions: Fetch the contact’s tasks and notes; use the data to create reminders or update downstream systems.
GET /contacts/:contactId
contactId; optional includeFields to expand related data (tasks, notes, appointments)
Trigger: A task is created or updated for a contact.
PUT /contacts/:contactId/tasks/:taskId
contactId, taskId, status, dueDate
Trigger: Notes or appointments updated for a contact.
GET /contacts/:contactId/notes
contactId, noteId
Automate data flow between GHL and your apps without writing a line of code.
Set up reusable triggers and actions in minutes with prebuilt templates.
Improve data accuracy and speed by syncing records in real time.
This section covers endpoints, authentication, triggers, actions, and how data fields map between GHL and Zapier.
GHL API is the programmatic interface that lets you read and manage contacts, tasks, notes, appointments, and more within the GHL platform.
A specific API route that performs a defined action, such as GET /contacts/:contactId.
An event in a workflow that starts a Zapier automation.
An operation performed by the integration, such as creating or updating a record.
Capture lead submissions from your website and instantly add or update contact records in GHL, triggering downstream tasks and notifications.
Push task updates from GHL into your project management app to keep teams aligned.
Automatically attach notes from support conversations to the related contact in GHL and Zapier workflows.
Obtain OAuth tokens or API keys and test the connection to ensure secured access.
Set up the exact endpoints and map fields for triggers and actions in Zapier.
Create a workflow, run tests, and monitor results in real time.
No-code setup is available through Zapier App Connector. You can connect your GHL Contacts API and configure triggers and actions without writing code. If you need custom logic, you can add filters and paths in Zapier to handle complex flows. Ensure your app has the necessary permissions enabled (read or write) for the operations you intend to perform. For most users, the built-in templates cover common use cases like syncing contacts, creating tasks, and updating notes.
The available endpoints include read and write routes such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/, PUT /contacts/:contactId, and others listed in the Core Endpoints section. You can choose specific endpoints based on whether you need to read data, update records, or create new items. Remember to respect the scope: contacts.readonly when applicable. If you need an endpoint not listed, you can request it or use a combination of endpoints to achieve the same result.
Authentication uses OAuth 2.0 or API keys. Use secure storage and rotate credentials on a schedule. Zapier automatically handles token refresh for OAuth connections, and you can test keys in the account settings. For added security, restrict access to credentials and monitor for unusual activity.
Yes. You can create and update contacts and tasks from Zapier using the appropriate endpoints. Ensure your app token has write permissions and that the Zapier workflow includes the correct field mappings. Test updates in a sandbox or test environment before going live.
Test connections directly in Zapier’s connection test area or by running a simple Zap with a small dataset. Review error messages, verify authentication, and check mapping of fields. If errors persist, enable verbose logging and consult the endpoint documentation for required parameters.
Fields like name, email, phone, and custom fields can be mapped from GHL to Zapier. Use field hints or exact API names to ensure accurate data transfer. When in doubt, start with a minimal subset and expand as needed.
Zapier provides task history and run logs for each Zap. You can review successes and failures, see which steps ran, and drill into data at each step to identify where issues occurred.
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Complete Operations Catalog - 126 Actions & Triggers
