Authenticate using OAuth 2.0 with the Contacts API scope (readonly). Store tokens securely and refresh them automatically to keep integrations running smoothly.
Zapier App Connector leverages OAuth 2.0 to securely access GHL data. Configure a client ID and secret for the Contacts API scope and test permissions during setup.
GET /contacts/:contactId — retrieve a single contact by ID; GET /contacts/:contactId/tasks — list tasks for a contact; GET /contacts/:contactId/tasks/:taskId — get a specific task; GET /contacts/:contactId/notes — list notes for a contact; GET /contacts/:contactId/notes/:id — get a specific note; GET /contacts/:contactId/appointments — list appointments for a contact; GET /contacts/ — list all contacts; GET /contacts/business/:businessId — list contacts for a business; POST /contacts/ — create a contact; PUT /contacts/:contactId — update a contact; DELETE /contacts/:contactId — delete a contact; POST /contacts/:contactId/tasks — create a task; PUT /contacts/:contactId/tasks/:taskId — update a task; PUT /contacts/:contactId/tasks/:taskId/completed — mark a task as completed; DELETE /contacts/:contactId/tasks/:taskId — delete a task; POST /contacts/:contactId/tags — attach tags to a contact.
Trigger: when a contact is accessed or updated, pull current details into your Zap workflow.
Actions: get contact details, fetch related tasks, and pull notes to populate downstream steps.
GET /contacts/:contactId
Required: contactId. Optional query params to expand fields or include related data.
Trigger: when a task is created or updated for a contact, or when notes are added.
Actions: list tasks, read notes, create or update tasks, attach notes to the contact.
GET /contacts/:contactId/tasks
Required: contactId. Optional: taskId for a specific task; includeParams for notes.
Trigger: when business related contact data changes, or when a bulk fetch is needed.
Actions: fetch all contacts, filter by businessId, and perform bulk updates or exports.
GET /contacts/ or GET /contacts/business/:businessId
Required: (for business scope) businessId; pagination parameters may be used for large lists.
Fast automation with no coding: build powerful CRM workflows with simple clicks.
Centralized data flow: sync contacts, tasks, notes, and tags across your apps in one Zap.
Scalable, auditable processes with clear logs and repeatable steps.
Key elements include API endpoints, authentication, triggers, actions, and data fields that you will map in your Zap workflows.
An API endpoint is a specific URL and HTTP method that performs a defined operation, such as retrieving a contact or creating a task.
Authentication verifies your identity to access the API, typically via OAuth 2.0 tokens.
A trigger starts a Zap when a specified event occurs in the API data, such as a new note being added.
An action is an operation performed by a Zap to create, update, or delete data via the API.
Set a Zap to trigger on contact updates and automatically create or adjust related tasks in the Contacts API.
When notes are added to a contact, push them to your document repo or CRM notes store for audit trails.
Aggregate contacts by businessId and feed a live dashboard or spreadsheet with key metrics.
Create a OAuth 2.0 client for the Contacts API scope and collect client ID and secret; configure redirection in Zapier.
In Zapier, set up a new connection using the client credentials; test access to endpoints such as GET /contacts/:contactId.
Create a Zap with triggers and actions that reflect your workflow, run test data, and deploy once validated.
The Contacts API exposes endpoints to retrieve and manage contacts, tasks, notes, appointments, and tags. Examples include GET /contacts/:contactId and POST /contacts/ to create a contact. You can chain these endpoints in Zaps to automate workflows like syncing contact records and updating tasks.
Yes. OAuth 2.0 is used to securely access the API. You will configure a client for the Contacts API scope and authorize tokens for Zapier to perform actions on your behalf. Regular token refresh keeps the connection active without manual steps.
Absolutely. You can create, update, and delete contacts, tasks and notes via Zapier actions. Map fields from your Zap to corresponding API fields and handle responses to confirm successful operations.
Rate limits depend on your GHL plan and API tier. For typical automation tasks, plan for occasional retries and implement exponential backoff. If you anticipate high load, consider batching requests where possible.
Yes. You can set up triggers for notes and tasks without writing code. Use the App Connector to connect to endpoints like /contacts/:contactId/notes and /contacts/:contactId/tasks and build no‑code workflows around them.
Tags can be added with POST /contacts/:contactId/tags and business associations can be retrieved via GET /contacts/business/:businessId. These endpoints support filtering and bulk operations in your Zaps.
Test your Zap in Zapier’s editor by running sample data through triggers and actions. Validate that the correct endpoints are called, responses are handled, and that data flows to your downstream apps before deployment.
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Complete Operations Catalog - 126 Actions & Triggers
