Authorize requests to the Contacts API using OAuth 2.0 tokens or API keys provided by your GHL account, then securely connect through the Zapier App Connector.
In Zapier, securely store your GHL credentials and tokens. Zapier manages credential storage and token refreshing for you.
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, 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 on new or updated contacts and fetch details with GET /contacts/:contactId.
Actions: read contact, list tasks, list notes, and update core fields as needed.
Method path: /contacts/:contactId
Key fields: contactId, email, name
Trigger on task or note changes; fetch via /contacts/:contactId/tasks and /contacts/:contactId/notes.
Actions: list, create, and update tasks and notes as part of a workflow.
Method path: /contacts/:contactId/tasks and /contacts/:contactId/notes
Key fields: taskId, noteId, contactId
Trigger for appointment events via /contacts/:contactId/appointments.
Actions: fetch, create, or update appointments; access business data via /contacts/business/:businessId.
Method path: /contacts/:contactId/appointments, /contacts/business/:businessId
Key fields: appointmentId, businessId, contactId
Automate contact management without writing code
Rapid CRM integration using standard endpoints and field mappings
Centralized automation across contacts, tasks, notes, and appointments
Elements covered here include endpoints, authentication, triggers, actions, data mapping, and error handling
Mechanism to verify identity and authorize API requests (OAuth 2.0, API keys, etc.)
URIs that access resources such as contacts, tasks, notes, appointments
Individuals stored in the GHL CRM with associated data
An entity representing a company or organization linked to contacts
Set up a Zap to create a task when a new contact is added in GHL.
Automate reminder emails when tasks reach due dates.
Consolidate contact, notes, and appointment data into a single view.
Connect GHL and Zapier by granting permissions in OAuth or API key setup.
Choose endpoints like GET /contacts/:contactId and map contact fields to Zapier.
Create Zaps that trigger on contact events and perform actions across tasks, notes, and appointments.
Answer: You can authenticate using OAuth 2.0 tokens or API keys via the GHL account connection in Zapier. After authorization, select endpoints and map fields to Zapier. Test the connection to verify data flow. Tip: Use Zapier’s test step to confirm mappings and data types before going live.
Answer: Endpoints include contacts, tasks, notes, appointments, and business-related data. You can paginate with page and limit parameters and filter responses using query parameters. Paragraph 2: Review the endpoint docs for examples and field mappings.
Answer: Yes. You can filter by contactId, businessId, or date ranges, and paginate results. Use Zapier’s input fields to pass query parameters. Paragraph 2: Leverage field mappings to ensure correct data types across platforms.
Answer: Map response fields to Zapier fields and use data transformers if needed. For complex structures, add a code step or use built-in formatting options. Paragraph 2: Validate mappings with sample data before deployment.
Answer: Rate limits can apply; design Zaps with efficient triggers and consider backoff retries. Paragraph 2: Monitor usage in the GHL developer console and Zapier task history to stay within quotas.
Answer: Zapier supports retry logic and error handling. Configure retries and backoff in your Zap settings. Paragraph 2: Review error messages to adjust mapping or endpoint usage as needed.
Answer: Logs are available in Zapier’s task history and the GHL integration logs. For deeper debugging, enable verbose logging in your app settings and inspect request/response details. Paragraph 2: Use logs to trace data flow and identify mapping issues.
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Complete Operations Catalog - 126 Actions & Triggers
