Use OAuth 2.0 with the scope contacts.readonly to fetch contact data safely. Store tokens securely and rotate them on a regular schedule.
Connect Zapier App Connector to your GHL environment using OAuth or an API key provided by the app. Ensure the connection has read access to contacts and permission to manage related records like tasks and notes.
1) GET /contacts/:contactId — Retrieve a single contact; 2) GET /contacts/:contactId/tasks — List tasks for a contact; 3) GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task; 4) GET /contacts/:contactId/notes — List notes for a contact; 5) GET /contacts/:contactId/notes/:id — Retrieve a specific note; 6) GET /contacts/:contactId/appointments — List appointments for a contact; 7) GET /contacts/ — List all contacts; 8) GET /contacts/business/:businessId — List contacts for a business; 9) contacts.write — Write scope for permissions; 10) POST /contacts/ — Create a new contact; 11) PUT /contacts/:contactId — Update a contact; 12) DELETE /contacts/:contactId — Delete a contact; 13) POST /contacts/:contactId/tasks — Create a task; 14) PUT /contacts/:contactId/tasks/:taskId — Update a task; 15) PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task completed; 16) DELETE /contacts/:contactId/tasks/:taskId — Delete a task; 17) POST /contacts/:contactId/tags — Add a tag to a contact
Trigger: New contact is created in Contacts API via the Zapier App Connector.
Actions: Create a contact (POST /contacts/); create a task (POST /contacts/:contactId/tasks); add a note (POST /contacts/:contactId/notes) to enrich the record.
POST /contacts/; POST /contacts/:contactId/tasks; POST /contacts/:contactId/notes
firstName, lastName, email, phone
Trigger: Contact updated in Contacts API.
Actions: Update a contact (PUT /contacts/:contactId); create or update a task (POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId); mark a task complete (PUT /contacts/:contactId/tasks/:taskId/completed).
PUT /contacts/:contactId; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
contactId, firstName, lastName, status, dueDate
Trigger: A note is added or updated for a contact.
Actions: Get notes (GET /contacts/:contactId/notes) or (GET /contacts/:contactId/notes/:id).
GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id
contactId, id
Speed up data workflows and reduce manual entry by connecting contact data with Cloudinary assets automatically.
Keep data in sync across apps and trigger Cloudinary workflows without writing code.
Scale processes across teams with repeatable, configurable automation.
A concise glossary of terms used throughout this guide, including Contact, Notes, Tasks, Endpoint, and Scope.
An individual record in the Contacts API containing identifiers and metadata about a person or company.
Notes are free-form text records linked to a contact to capture context or history.
Tasks are to-do items assigned to a contact with status, due date, and completion state.
A specific URL path in the API used to perform an operation.
Automatically attach image assets from Cloudinary to contact records as new or updated notes via Zapier.
Use notes and attributes to route leads to the right team in GHL when criteria are met.
Schedule periodic re-syncs between Contacts API and Cloudinary assets to keep records tidy.
Obtain OAuth credentials and verify scopes for Contacts API and Zapier App Connector.
Choose endpoints that match your automation goals, such as creating contacts and noting tasks.
Run end-to-end tests and deploy your Cloudinary-enabled workflows.
No coding experience is required to start with this integration. Zapier provides a visual workflow builder that connects Contacts API events to Cloudinary-related actions, so you can automate tasks without writing code. If you have basic familiarity with web APIs, you’ll find it straightforward to map fields and set triggers. As you gain comfort, you can add more complex logic using filters, delays, and multi-step paths to orchestrate richer Cloudinary workflows.
For read access, use the scope contacts.readonly to fetch contact data. If your automation needs to modify data, request broader scopes such as contacts.write. Always apply the principle of least privilege and rotate credentials regularly.
Yes. You can update a contact’s details using PUT /contacts/:contactId and manage related tasks with POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId. You can also mark tasks as completed with PUT /contacts/:contactId/tasks/:taskId/completed.
Test the connection by running a dry run in Zapier, creating a test contact, and verifying that Cloudinary assets link correctly. Validate each trigger and action, inspect field mappings, and confirm that errors are surfaced clearly in logs. Use sandbox data to avoid affecting live records during testing.
Logs for the Zapier App Connector and the GHL integration are typically available in the app’s connection or task history. Look for request/response details, status codes, and any error messages. If you see failures, check authentication, endpoint permissions, and field mappings.
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Complete Operations Catalog - 126 Actions & Triggers
