To begin, create a GHL developer credential and grant the Zapier App Connector the scope necessary for reading contact data (e.g., contacts.readonly). Use OAuth 2.0 where available, and securely store tokens. Regularly rotate credentials according to best practices.
In Zapier, register the Contacts API app, connect your GHL credentials, and authorize token exchange. Configure the app to request the same scopes as your workflow and store tokens securely within Zapier’s vault.
– 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 – write access: 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: A contact is updated in GHL
Actions: Fetch latest contact data and related tasks, then update the corresponding contact in your destination app; optionally sync tasks and notes.
Method paths: GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId, email, firstName, lastName
Trigger: New contact created in GHL
Actions: Create a task in the destination app and link it to the new contact; optionally push a reminder back to GHL.
Method paths: POST /contacts/, POST /contacts/:contactId/tasks
Key fields: contactId, taskTitle, dueDate
Trigger: Upcoming appointment for a contact
Actions: Retrieve appointment details and post a summary to a team channel; optionally create calendar events in connected apps.
Method path: GET /contacts/:contactId/appointments
Key fields: contactId, appointmentId, startTime
Automate repetitive workflows without writing code, saving time and reducing manual data entry.
Keep contact data synchronized across apps for consistent insights and reporting.
Build multi-step automations quickly using ready-made endpoints and triggers.
This glossary explains core terms and processes used in the integration: endpoints (API paths), triggers (events), actions (tasks performed), and data fields (contact, task, notes).
Application Programming Interface: a set of rules that enables apps to communicate and exchange data.
A specific URL path in an API that performs a function or returns data.
A mechanism for real-time updates where the server sends data to a configured URL when an event occurs.
The process of verifying identity and permissions before granting API access.
Use prompts in ChatGPT OpenAI to collect client details and create a new contact in GHL via POST /contacts/.
When a new contact is added, automatically generate follow-up tasks via POST /contacts/:contactId/tasks and assign owners in the destination app.
Sync upcoming appointments from /contacts/:contactId/appointments to calendars and post a notification in your team’s channel.
Create and configure credentials in GHL, install the Zapier App Connector, and grant access with the contacts.readonly scope.
Select endpoints like GET /contacts/:contactId and GET /contacts/:contactId/appointments to power your triggers and actions.
Create Zapier zaps that use the endpoints and map fields between GHL and your destination apps.
To read contacts, request the scope contacts.readonly from your GHL developer console. This scope grants read access to contact data. For more advanced write operations, ensure you also have the appropriate write scopes (e.g., contacts.write) granted by your API key or OAuth token. Always keep tokens secure and rotate them regularly.
In Zapier, you authenticate by connecting the Zapier App Connector to your GHL account. This typically involves OAuth 2.0 flow or API key exchange, where you authorize the app to access your GHL data within the configured scopes. Store tokens securely and refresh them as required by the provider.
Yes. You can create tasks using the endpoint POST /contacts/:contactId/tasks. Map fields like taskTitle, dueDate, and priority, and link the task to the relevant contact. Zapier can automate task creation as part of a larger workflow.
List endpoints often support pagination. Use standard pagination parameters such as page and per_page, or rely on any next_cursor provided in the response. If your workflow needs many records, implement batching in your Zapier steps.
Endpoint details and documentation are available in your GHL API developer portal and the Zapier App Connector docs. If something isn’t clear, reach out to support with the exact endpoint and parameter you plan to use.
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Complete Operations Catalog - 126 Actions & Triggers
