First, obtain API credentials for the Contacts API and securely connect them to the Zapier App Connector.
Then configure authentication in Zapier to securely access Contacts API data.
Key endpoints include: GET /contacts/:contactId, GET /contacts/, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/appointments, GET /contacts/business/:businessId, GET /contacts/:contactId/tasks/:taskId.
Trigger: New or updated contact in Contacts API.
Actions: Create or update the contact in your Zapier workflow; optionally add tasks or notes.
Methods: POST /contacts/ to create a new contact; PUT /contacts/:contactId to update an existing one.
Key fields: name, email, phone, businessId, and any custom fields you use.
Trigger: Task created or updated for a specific contact in Contacts API.
Actions: Create, update, or complete tasks via Zapier; pull task details into your workflow.
Methods: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId.
Key fields: contactId, taskId, title, dueDate, status.
Trigger: New notes or calendar appointments for a contact.
Actions: Create notes, fetch or sync appointments, update notes.
Methods: POST /contacts/:contactId/notes; GET /contacts/:contactId/appointments.
Key fields: contactId, noteId, appointmentId, content, time.
Fast automation: connect Contacts API to Zapier App Connector with no code and start building workflows in minutes.
Unified data across your tools reduces manual entry and errors.
Scalable processes that grow with your business without writing custom integrations.
This section defines endpoints, triggers, actions, and data fields used to connect the Contacts API with the Zapier App Connector.
A specific URL path provided by the API to perform a defined operation on a resource.
An event in the API that starts a Zap flow, such as a new contact or a task update.
An operation initiated by a Zap in response to a trigger, like creating a contact or a note.
A data element used to send or receive information in requests and responses.
Set up a workflow that creates a contact in Contacts API from a new lead in your CRM.
Aggregate tasks due next week and push notifications to Slack or email.
Create notes in Contacts API from meeting notes captured in another app.
The Contacts API lets you read, create, and update contact data from your app. When paired with the Zapier App Connector, you can automate the syncing of contacts, tasks, notes, and appointments without manual data imports. This helps keep your systems in sync and reduces data entry time.
Essential endpoints include creating and updating contacts, listing tasks, and managing notes. Start with POST /contacts/ to create, PUT /contacts/:contactId to update, and GET /contacts/:contactId to read. For basic workflows, also map key fields like name, email, and phone to ensure accurate data transfer.
Yes. You can manage tasks and notes directly from Zapier by configuring endpoints such as POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes. This enables you to automate follow-ups and record interactions without leaving your automation platform.
No coding is required for the core integration. The Zapier App Connector provides a no-code interface to set up triggers, actions, and field mappings between the Contacts API and your apps.
Authentication between apps uses standard secure methods (API keys or OAuth). Store credentials securely in Zapier and rotate keys as part of your security hygiene. Always use a sandbox during testing before going live.
Use the built-in test feature in Zapier to verify API connections and data mappings. Run a sample trigger, inspect the fetched data, and ensure the resulting actions perform as expected in a test workspace.
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