Authenticate requests to the Contacts API using OAuth 2.0 or an API key, then securely store credentials in Zapier.
Configure the Zapier App Connector with client credentials and test the connection to ensure secure token exchange.
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; 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 created or updated in GHL to start a Zap.
Actions: create or update a contact, attach tasks, or log notes.
Example path: GET /contacts/:contactId to retrieve a contact.
Key fields: contactId, name, email, phone, tags.
Trigger: a new or updated task for a contact.
Actions: create, update, or complete tasks.
Example path: POST /contacts/:contactId/tasks to add a task.
Key fields: taskId, contactId, title, status, dueDate.
Trigger: a note or appointment is created for a contact.
Actions: create notes, fetch appointments, update records.
Examples: POST /contacts/:contactId/notes; GET /contacts/:contactId/appointments.
Key fields: noteId, appointmentId, contactId, content.
Automate repetitive workflows without writing code.
Keep data synchronized between GHL and your apps in real time.
Launch new automations quickly with ready-made triggers and actions.
Understand endpoints, triggers, actions, methods, and data fields used throughout the integration.
A specific URL path in the GHL API used to access or modify data.
A unit of work linked to a contact, such as to-dos or reminders.
An event in GHL that starts a Zap in Zapier.
An operation performed in response to a trigger within Zapier.
Set up a Zap to push new GHL Contacts to your CRM or email list.
Convert incoming emails into tasks on the contact’s record.
Log notes automatically when events occur in your app.
Set up OAuth or API keys to authorize calls.
Select triggers like new contact, updated contact, new task, etc.
Map fields such as name, email, and phone and run tests to verify data flow.
You can authenticate using OAuth 2.0 or an API key. The method you choose will depend on how your GHL account is configured and what your security policies require. In Zapier, credentials are stored securely and refreshed as needed. The connection tests help verify token validity.
The Contacts API exposes endpoints to read, create, update, delete contacts and related resources such as tasks, notes, appointments, and tags. You can also search and filter via business data endpoints. Use GET for reads and POST/PUT/DELETE for changes.
No-code automations are designed into the integration. You can build powerful workflows using triggers and actions without writing code. If you need custom logic, you can extend with optional code steps in Zapier.
Credentials are stored securely in Zapier. Tokens can be rotated or refreshed automatically, and you should follow best practices to protect API keys. Your data remains encrypted in transit and at rest.
Yes. You can automate notes and appointments by triggering events on creation or updates, and then performing actions to log notes or fetch appointment data in real time.
Test the connection using Zapier’s built-in test feature. Check the task history, check for errors in the task run logs, and use the debug tools to inspect API responses.
Zapier provides a task log and error reporting. You can view detailed information about each run, including API responses and any validation errors, to diagnose issues quickly.
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Complete Operations Catalog - 126 Actions & Triggers
