Authenticate using OAuth 2.0 bearer tokens. Request an access token with the contacts.readonly scope, then include it in the Authorization header for each request. Use secure storage for your token in Zapier.
In Zapier, configure OAuth 2.0 (or API key) in your app settings. Provide client credentials, token URL, and refresh flow. Test the connection against sample endpoints to verify the connection.
– 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 (permission scope) – 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: Retrieve a contact by ID on demand, then pull related data (tasks, notes, appointments) to enrich records in your CRM.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes to compile a complete profile.
Common method paths include GET /contacts/:contactId and related sub-resources like /tasks and /notes.
Key fields: contactId, name, email, phone, lastUpdated
Trigger: New or updated task for a contact.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed.
Paths like POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId.
Fields: contactId, taskId, title, dueDate, status
Trigger: New notes or appointments created for a contact.
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments to keep calendars and notes in sync.
Paths: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Fields: contactId, noteId, appointmentId, content, date
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Definitions of endpoints, triggers, actions, and fields used when connecting the GHL Contacts API with the Zapier App Connector.
A URL path and HTTP method that performs an action on resources in the API, e.g., GET /contacts/:contactId.
The process of proving identity to access the API—commonly OAuth 2.0 Bearer tokens or API keys.
An entity managed by the API, such as a contact, task, note, or appointment.
A callback URL that notifies your app about events in near real-time.
When a form is submitted, Zapier creates a corresponding task on the related contact to ensure timely follow-up.
Attach notes from emails or support tickets to the contact in the GHL record to build a complete activity history.
Automatically create calendar events or reminders in Zapier to prompt action at optimal times.
Obtain an access token with the required scopes and securely store it in Zapier.
Select the endpoints you need (reads and writes) and map fields to your Zap templates.
Run end-to-end tests, validate data flow, and enable the Zap.
You connect the Zapier App Connector to the Contacts API by configuring an app in Zapier, selecting the proper authentication method (OAuth 2.0 or API key), and then adding the Contacts API as the connected service. After authorization, you can choose triggers and actions that map to the endpoints you need. Ensure your app has the appropriate scope, such as contacts.readonly, for read operations. Then test the connection with a sample contact to confirm data flows.
The available endpoints cover reading contacts, tasks, notes, and appointments, as well as creating and updating records. For reads, you can GET /contacts/:contactId and related resources like tasks and notes. For writes, use POST /contacts/ to create, PUT /contacts/:contactId to update, and POST/PUT as needed for tasks and tags. The exact endpoints you expose depend on your automation needs.
No deep coding is required to connect and automate with Zapier App Connector. You configure triggers, actions, and searches in Zapier that call the REST endpoints of the Contacts API. If complex logic is needed, you can combine multiple steps, filters, and formatter actions within a single Zap. For most use cases, point-and-click configuration suffices.
Security is maintained through standard OAuth 2.0 or API key authentication. Tokens should be stored securely in Zapier’s vault, and requests must include the Authorization header. Regular token refreshes and least-privilege scopes help minimize risk. Always follow best practices for handling sensitive contact data.
Yes. You can trigger actions on updates by listening for specific changes (e.g., a task status change or a new note) and then performing downstream actions such as creating reminders, updating CRM fields, or syncing with other apps. Map the change events to your Zap steps for real-time automation.
Common pitfalls include over-fetching data, not mapping fields correctly, and misconfiguring authentication scopes. Start with a minimal flow to verify authentication, then gradually add endpoints and field mappings. Use test data and sandbox environments when available to avoid impacting live records.
Test end-to-end by running a complete Zap from trigger to action with a real sample contact. Verify each step’s output against expected results, ensure data formats match, and check for any rate limits or error responses. Once the flow passes, deploy to production and monitor for issues.
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Complete Operations Catalog - 126 Actions & Triggers
