To begin, create an API key or OAuth token for the Contacts API and store it securely in Zapier. Test connectivity to ensure data can be read within the defined scope.
Authorize Zapier App Connector to access Contacts API using OAuth 2.0 or API key flow, depending on your setup. Save credentials in a secure vault.
Key endpoints you can call include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, GET /contacts/, GET /contacts/business/:businessId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/appointments, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags.
Trigger: Access a contact to pull details and associated tasks to seed a workflow in Zapier.
Actions: Read contact data, fetch tasks, create or update related items as part of a workflow.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: Retrieve a list of contacts for a given business to drive batch operations.
Actions: Create or update multiple contacts; manage tags and notes.
GET /contacts/business/:businessId
Key fields: businessId, contactId, name, email
Trigger: Retrieve or update tasks associated with a contact.
Actions: Create tasks, update task status, mark completed.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, status
No-code automation: connect systems without writing a line of code.
Rapid data sync: keep contacts, notes, tasks, and appointments in sync.
Faster onboarding: empower teams to automate workflows quickly.
Definitions for common elements and how data flows through the integration.
A unique identifier for a contact in the Contacts API.
A unit of work assigned to a contact, often with a due date and status.
Free-form notes associated with a contact or activity.
Scheduled meeting or call linked to a contact record.
Automatically tag and segment contacts based on activity pulled from the API to tailor campaigns.
Create tasks in response to notes or activity captured via the endpoints to drive follow-ups.
Sync business-level contacts to CRM workflows for better pipeline visibility.
Obtain access tokens and securely store them in Zapier.
Choose endpoints and map data fields to your Zapier workflow.
Create triggers, actions, and searches to automate your processes.
The GHL Contacts API allows you to read contact data, activities, notes, and related items. It enables automations by exposing endpoints for retrieval and updates. Use the API within the scope you granted to ensure compliant access.
No full-code development is required. Zapier App Connector provides triggers, actions, and searches you can configure with a few clicks. Advanced users can customize mappings with built-in helpers.
Use OAuth 2.0 or API keys to authenticate. Store credentials securely and rotate keys periodically. Zapier can handle token refresh automatically in most setups.
Common endpoints include GET /contacts/:contactId, GET /contacts/, and POST /contacts/ for creating records. Use endpoints relevant to your workflow and limit scope as needed.
Yes—note that you can fetch notes, tasks, and appointments associated with a contact. You can filter and map fields for your Zapier workflows.
Data mapping is done in Zapier on each step. Use field mapping to convert GHL fields to your target app fields and vice versa.
API rate limits depend on your GHL plan. If you hit limits, implement retries and backoff in your Zapier workflow.
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