GHL authenticates API requests with a token or OAuth credentials. Provide an API token with the appropriate scope (e.g., contacts.readonly for reads, contacts.write for writes) or complete an OAuth flow to obtain access tokens. Keep tokens secure and rotate them as recommended.
Zapier App Connector stores and refreshes credentials securely. Use OAuth 2.0 where possible, or API keys where supported, and ensure the connection has access to the necessary GHL endpoints for read and write operations.
GET /contacts/:contactId — Retrieve a single contact\nGET /contacts/:contactId/tasks — List tasks for a contact\nGET /contacts/:contactId/tasks/:taskId — Retrieve a specific task\nGET /contacts/:contactId/notes — List notes for a contact\nGET /contacts/:contactId/notes/:id — Retrieve a single note\nGET /contacts/:contactId/appointments — List appointments for a contact\nGET /contacts/ — List all contacts\nGET /contacts/business/:businessId — List contacts for a specific business\nPOST /contacts/ — Create a new contact\nPUT /contacts/:contactId — Update a contact\nDELETE /contacts/:contactId — Delete a contact\nPOST /contacts/:contactId/tasks — Create a task for a contact\nPUT /contacts/:contactId/tasks/:taskId — Update a task\nPUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed\nDELETE /contacts/:contactId/tasks/:taskId — Delete a task\nPOST /contacts/:contactId/tags — Add tags to a contact
Trigger when a contact is created or updated in GHL and push that data into APPNAME for downstream automation.
Actions: create or update a contact in APPNAME; optionally trigger related workflows (tasks, notes, or tags).
Methods to use: GET /contacts/:contactId to pull data, POST /contacts/ to create, PUT /contacts/:contactId to update.
Key fields: contactId, email, name, phone, tags, notes
Trigger when a task is created or updated for a contact and route that information into APPNAME.
Actions: create or update tasks in APPNAME; update task status to completed when needed.
Methods: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, title, dueDate, status
Trigger when notes are added, appointments are scheduled, or tags are updated for a contact.
Actions: sync notes and appointments to APPNAME; update contact tags as needed.
Methods: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, POST /contacts/:contactId/tags
Key fields: contactId, noteId, appointmentId, tags
Eliminate custom code by using triggers, actions, and data mappings to move information between GHL and APPNAME automatically.
Accelerate onboarding, synchronize contact data across tools, and reduce manual data entry with reliable workflows.
Error handling, retries, and logging are built into the no-code automation stack, increasing reliability.
Core elements include API endpoints, authentication methods, triggers, actions, and the data mapping process that moves information between GHL and APPNAME.
A specific URL in an API that performs a defined operation, such as retrieving a contact or creating a task.
An authorization framework that allows access to APIs without sharing user credentials, issuing scoped access tokens.
A token provided by GHL to authenticate API requests, typically with a defined scope and expiry.
Limits on how many API calls can be made in a given time window to prevent abuse and ensure service stability.
Set up a Zap to pull contacts, detect duplicates, merge records, and push cleaned data back to GHL or APPNAME for a clean CRM.
Route tasks to the right team based on activity scores or custom fields, with in-app notes that reflect routing decisions.
Trigger onboarding checklists when a new contact is created, then push progress updates to APPNAME automatically.
Obtain your GHL API token or complete OAuth credentials and authorize Zapier App Connector to access the Contacts API.
Choose endpoints, map fields, and set up triggers and actions for contacts, tasks, notes, and tags.
Run tests with sample data, verify mappings, and enable the workflow for production.
No coding is required—Zapier App Connector provides ready-made triggers and actions to move data between GHL and APPNAME. You’ll configure endpoints, field mappings, and workflow logic in the Zapier UI. This makes it easy to automate common tasks like syncing new contacts or updating records without writing code.\nOnce set up, you can test the flow with sample data and monitor runs within Zapier to ensure accuracy before going live.
GHL typically uses API tokens or OAuth credentials for authentication. Zapier App Connector can use OAuth 2.0 or API keys depending on what your GHL setup supports. Ensure the token has the correct scope (read or write) for the endpoints you plan to use. Both sides should securely store credentials and rotate them as needed.
You can sync a broad set of endpoints listed in the API section, including retrieving contacts, listing and managing tasks, notes, appointments, and tags. Start with read operations to populate APPNAME, then enable write operations (create/update) as your automation matures. Always map fields carefully to avoid data mismatches.
Map fields between GHL and APPNAME using Zapier’s built‑in data mapping tools. Create clear field mappings for contact properties (name, email, phone), task details, and note content. Use consistent identifiers like contactId to link records across systems and test for edge cases (missing fields, null values).
Yes. Tasks and notes are fully supported: you can create and update tasks with POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId, then synchronize notes via GET /contacts/:contactId/notes and related endpoints. Tags can be added or updated with POST /contacts/:contactId/tags to keep CRM data organized.
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Complete Operations Catalog - 126 Actions & Triggers
