Authorize access to GHL by generating an API key or using OAuth, then grant Contractbook the minimal required scopes for contact data.
Connect Contractbook to your GHL account by supplying API credentials and configuring permissions for contact data access.
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: New or updated contact in Contractbook.
Actions: Create or update contact in GHL; attach notes or tags as needed.
GET /contacts/:contactId
Key fields: email, name, phone, Contractbook contactId
Trigger: Changes in Contractbook tasks or notes relevant to a contact.
Actions: Sync tasks and notes back to GHL as related activities.
GET /contacts/:contactId/tasks
Fields: taskId, status, dueDate, description
Trigger: Contractbook contact updated.
Actions: Sync notes and appointments into GHL alongside contact data.
GET /contacts/:contactId/notes
Fields: noteId, content, date, appointmentId
Automate data flow without writing code
Maintain a single source of truth for contact data
Faster onboarding and less admin
Overview of essential data elements and processes when integrating Contractbook with GHL Contacts API.
A specific URL path that performs a defined action on the server.
The process of proving identity to access API resources.
A real-time HTTP callback triggered by an event.
An open standard for token-based authorization.
Set up a Zap to automatically propagate new Contractbook contacts to GHL with tags and segments.
Create tasks in Contractbook when certain GHL activities occur.
Keep notes in sync between Contractbook and GHL.
Generate a Contractbook API key and authorize GHL to access your data.
Map Contractbook fields to GHL Contacts fields in your Zap.
Run tests to ensure data flows correctly and then enable automation.
No-code setup is possible using the Zapier Connector. You configure triggers, actions, and data mappings without writing code. The Connector handles the API calls for you.
The most-used endpoints are GET /contacts/:contactId for retrieving contact data, GET /contacts/:contactId/tasks for task management, and POST /contacts/ for creating new contacts. You’ll likely customize endpoints per workflow.
Security is ensured through API keys and OAuth; limit access to required scopes, rotate credentials regularly, and monitor activity.
Yes. You can map Contractbook custom fields to GHL fields within Zapier’s data mapping step, enabling seamless data flow.
Zapier enforces API rate limits. To minimize impact, batch requests where possible and stagger calls during peak times.
Notes and tasks can be synced depending on the chosen workflow. You can set up bi-directional syncing as needed.
If a connection fails, you can re-authenticate, retry the action, or use built-in error handling in Zapier to pause or route failures.
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Complete Operations Catalog - 126 Actions & Triggers
