Use OAuth 2.0 with the Contacts API. Request the scopes defined for reading contacts and securely store tokens in Zapier.
Connect your Zapier account to DeltaNet CRM by performing the OAuth 2.0 flow in the App Connector and selecting the Contacts API as the resource.
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: New or Updated Contact in DeltaNet CRM
Actions: Create or Update Contact, Check for duplicates, Sync basic fields
POST /contacts/
key fields: email, firstName, lastName
Trigger: Task Created or Updated for a Contact
Actions: Create Task, Update Task
POST /contacts/:contactId/tasks
key fields: contactId, taskId, title, dueDate, status
Trigger: Contact Tagged
Actions: Add Tag to Contact
POST /contacts/:contactId/tags
key fields: contactId, tag
Automates data sync between DeltaNet CRM and other apps without writing code
Reduces manual data entry and errors by keeping records in sync
Speeds up workflows with ready made triggers and actions
Key elements include endpoints, authentication, rate limits, and webhook processes.
Application Programming Interface: a set of rules for accessing DeltaNet CRM data via HTTP.
OAuth 2.0 is the authorization framework used to grant apps access to DeltaNet CRM resources securely.
REST is an architectural style for designing networked applications that use standard HTTP methods.
Webhooks enable real time notifications when data changes in DeltaNet CRM.
Set up a Zap to create a DeltaNet contact when a new lead is captured in your marketing tools.
Automatically pull in tasks from other apps and assign them to DeltaNet CRM contacts.
Create cleanup routines to deduplicate and tag contacts based on rules.
Complete OAuth 2.0 flow to authorize Zapier to access DeltaNet CRM.
Choose the Contacts API endpoints to monitor and map to Zapier triggers and actions.
Run a few test tasks to confirm data flows and then enable automation in production.
Answer: The Contacts API exposes core resources for contacts, notes, tasks, and appointments, letting you read and manage DeltaNet CRM data. Use the endpoints to fetch or update records as part of your Zapier workflows.
Answer: Authenticate using OAuth 2.0 with the Zapier App Connector and the GHL API. Ensure your app requests the proper scope (contacts.readonly) and securely stores access tokens.
Answer: Available endpoints include GET /contacts/:contactId, POST /contacts/, GET /contacts/, and more for tasks, notes, and tags. Each endpoint uses standard HTTP methods.
Answer: Yes. You can create tasks, update notes, and tag contacts via Zapier actions and automations.
Answer: Rate limits apply; monitor API usage in your developer console and implement retries with backoff to stay within quotas.
Answer: Use the test feature in Zapier to verify triggers and actions and check the connection status in the app settings.
Answer: Map fields carefully (name, email, phone) and use unique identifiers like contactId or email to deduplicate and sync data accurately.
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Complete Operations Catalog - 126 Actions & Triggers
