To securely access the Contacts API, use an OAuth token or API key provided in your GHL developer portal. Include the token in the Authorization header for each request and scope permissions to read and modify only what you need.
Authorize the Zapier App Connector to access the GHL Contacts API using OAuth2 or API key flow as configured. Store credentials securely and refresh them as needed.
The available 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 a contact is updated to auto-create related tasks.
Actions: create or update tasks, assign owners, set due dates.
Methods: GET /contacts/:contactId, POST /contacts/, POST /contacts/:contactId/tasks.
Key fields: id, name, email, phone, lastModified; for tasks: id, title, status.
Trigger when new notes are added to a contact to keep records in sync.
Actions: create notes in GHL, update existing notes, link notes to tasks.
Methods: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, POST /contacts/:contactId/tasks.
Notes: id, note, createdAt; Tasks: id, title, dueDate.
Trigger when appointments are created or updated.
Actions: create appointments, update times, fetch business contacts.
Methods: GET /contacts/:contactId/appointments, GET /contacts/business/:businessId, POST /contacts/:contactId/appointments.
Appointments: id, date, time, notes; Business: businessId.
No-code automation reduces setup time and IT dependency, so you can deploy workflows quickly.
Real-time data sync enables timely follow-ups and accurate records across your team.
Scales across departments with minimal maintenance using reusable templates.
This glossary explains API terms, endpoints, triggers, actions, fields, and workflows used in the Cycle integration.
A defined set of endpoints that let systems talk to each other.
URIs that perform actions or return data for a resource.
Events that start automation in Zapier.
Operations that Zapier performs in response to a trigger.
When a contact is updated in GHL, automatically generate related tasks in your Zapier workflow to keep teams aligned.
Push new notes to a centralized timeline or CRM activity feed for context.
Create automated follow-up appointments when tasks approach due dates.
Provide credentials or OAuth token to secure access to GHL.
Select which endpoints you need for your workflows, such as contacts, notes, tasks, and appointments.
Create triggers and actions in Zapier to automate your processes.
With Cycle, you can trigger actions based on contact changes, schedule follow-ups, and keep all related activities in sync without manual data entry.
End-to-end automation can combine multiple endpoints in a single workflow to automate complex processes across your team.
Regular credential rotation and audit logs help you monitor and manage access to sensitive contact data.
Triggers can be set on note creation or task updates to keep your CRM and workflow automations current.
Some familiarity with endpoints and data structures helps, but you can start with guided templates and adapt as you go.
Iterate on your workflow based on test results and confirm data flows from GHL to Zapier and back as needed.
If you need more details, consult the FAQs section in the app or contact support for guidance on advanced configurations.
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Complete Operations Catalog - 126 Actions & Triggers
