Authenticate calls with your API credentials. Set the access scope to readonly for initial read operations, then request additional permissions as needed.
Provide CrewAI with the API credentials and confirm the connection to ensure secure access to contact data and related resources.
Primary endpoints include: 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 when you need a contact’s details and its related tasks to drive automation, reminders, or status updates.
Actions: fetch the contact with GET /contacts/:contactId, then retrieve tasks with GET /contacts/:contactId/tasks and feed the results into CrewAI workflows.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, task list (taskId, title, status).
Trigger when note history is needed to inform outreach or customer context.
Actions: retrieve notes with GET /contacts/:contactId/notes and, if needed, a specific note with GET /contacts/:contactId/notes/:id; attach notes to contact profiles in CrewAI.
GET /contacts/:contactId/notes
Key fields: id, note content, dateCreated, author.
Trigger when upcoming appointments should appear in CrewAI for reminders or planning.
Actions: pull appointments with GET /contacts/:contactId/appointments and map them to CrewAI tasks or events.
GET /contacts/:contactId/appointments
Key fields: appointmentId, startTime, endTime, subject, status.
Automate data retrieval and task creation without writing code.
Unify contact data across CrewAI and your CRM for consistent workflows.
Enable real-time updates and proactive outreach through automated triggers.
This glossary defines core terms and processes used to connect CrewAI with the Contacts API, including endpoints, authentication, and data fields.
A set of rules that allows one app to talk to another.
A specific URL path that performs a function within an API.
The process of granting access permissions to an application.
The method used to verify identity before allowing access (for example, API keys or OAuth credentials).
Capture new form submissions in CrewAI and create or update Contacts in the Contacts API.
Automatically create or update tasks in the Contacts API and reflect them in CrewAI workflows.
Aggregate notes to reveal customer trends and tailor outreach.
In GHL, generate an API key and apply the required scope—contacts.readonly.
Enter the API credentials in CrewAI and verify the secure connection.
Test endpoints such as GET /contacts/:contactId to confirm data sync.
Yes. With the Contacts API connected to CrewAI, you can access and manage contacts, tasks, notes, and appointments directly from your automation workflows. Pull data into CrewAI and push updates back to the API to keep systems in sync. You can also create new contacts or update existing ones using POST /contacts/ and PUT /contacts/:contactId as part of your automation.
No coding is required for basic integration using the Zapier App Connector; you can set up triggers and actions via the UI. For advanced data mapping, you can customize fields and endpoints as needed.
The supported endpoints include GET /contacts/:contactId, GET /contacts/, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and related sub-resources for tasks, notes, and appointments.
Authentication uses API keys or OAuth credentials. Enter these in CrewAI and authorize access to the Contacts API with the assigned scope. Always keep credentials secure.
All data is transmitted over HTTPS and stored securely. Rotate credentials regularly and limit scope to the minimum required.
Yes. You can create (POST) and update (PUT) contacts, and you can tag or categorize them using additional endpoints. Use proper validation to avoid duplicates.
Common errors include invalid IDs, insufficient scope, or rate limits. Check the API response for details, verify credentials, and retry with exponential backoff.
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Complete Operations Catalog - 126 Actions & Triggers
