Use OAuth 2.0 to grant read-only access to Contacts data and other resources. Follow the prompts to authorize the Zapier App Connector to access your Contacts.
Zapier App Connector must be granted permission to invoke the Contacts API endpoints you select in your Zaps, using secure credentials.
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: Retrieve a contact to pull up details when needed.
Actions: Fetch related tasks, notes, and appointments for that contact.
GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: Get a list of contacts for bulk processing.
Actions: Retrieve and map fields like name, company, and phone.
GET /contacts/
Key fields: contactId, name, company
Trigger: When a new lead is created in another app.
Actions: Create via POST /contacts/ and return the new contactId.
POST /contacts/
Key fields: name, email, phone, company
Build end-to-end automations without writing custom code.
Keep data synchronized across CosmoLex and your apps in real time.
Trigger workflows from contact events like updates, tasks, and notes.
Key elements include endpoints, authentication, data mapping, and error handling. This glossary helps you navigate the integration.
A standard authorization framework that enables secure access to API resources.
A specific URL path exposed by the API to access a resource.
A token used to authenticate requests to the API.
A method for receiving real-time updates via HTTP callbacks.
Set up a trigger in your Zap to create a new contact in Contacts API whenever a lead is captured in another app.
Push notes captured in CosmoLex to your internal wiki or knowledge base via a dedicated action.
Automatically create tasks when contacts engage with your product or reach milestones.
Generate and configure OAuth credentials in GHL and authorize the Zapier app.
Select GET, POST, PUT, and DELETE endpoints that fit your workflow.
Create Zaps to automate data flow between Contacts API and other apps.
You can automate many workflows by connecting Contacts API to Zapier App Connector without writing custom code. Build Zaps that read and write contact data across CosmoLex and other apps. In addition, you can reuse templates to accelerate your setup and maintain consistency across projects.
No heavy coding is required. The Zapier App Connector provides visual builders and prebuilt actions for common tasks. You can tailor workflows using simple drag-and-drop logic and field mappings.
Common endpoints include GET /contacts/:contactId for a single record and GET /contacts/ for lists, plus POST /contacts/ to create. You’ll also leverage PUT, PATCH, and DELETE for updates and removal. This set covers most contact-related workflows.
Yes, triggers and actions can be configured to respond to events without code. Use webhooks if you need real-time pushes from GHL to Zapier and vice versa.
Use OAuth and API keys with best practices: grant least privilege scopes, rotate credentials periodically, and store tokens securely. Consider separate credentials per environment (dev, staging, prod).
Real-time syncing is possible through webhooks and near real-time polling, depending on endpoint support and plan. Plan for rate limits and conflict resolution when multiple apps write to the same contact fields.
Endpoint details are available in the Contacts API docs. Start with the provided endpoint list above, then explore parameter options, response schemas, and error codes for robust integrations.
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Complete Operations Catalog - 126 Actions & Triggers
