Authenticate to the Contacts API using your GHL access token or API credentials provided in your developer console to authorize requests routed through the Connector.
Zapier App Connector supports OAuth 2.0 or API key based authentication depending on your setup. Follow the prompts to authorize access between Docparser, GHL, and Zapier.
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: a document is parsed in Docparser and a corresponding contact is created or updated in the Contacts API.
Actions: create contact, update contact, attach notes, and create related tasks based on parsed fields.
Key methods include POST /contacts/ for new contacts and PUT /contacts/:contactId for updates.
Essential fields: contactId, email, firstName, lastName, businessId, and mapped Docparser fields.
Trigger: parsed data creates notes or tasks that should be associated with an existing contact.
Actions: create or update notes, create tasks, and attach them to the proper contact.
Paths like POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes are commonly used.
Key fields: contactId, taskId, notesId, and relevant note/task data.
Trigger: scheduled or on-demand reconciliation to ensure data parity across Docparser, GHL, and the Contacts API.
Actions: bulk updates to contact fields, tags, and task statuses; bulk note synchronization.
Methods include PUT /contacts/:contactId for field updates and PUT /contacts/:contactId/tasks/:taskId/completed to finalize tasks.
Key fields: contactId, taskId, notesId, and mapping rules for bulk operations.
Set up automated workflows in minutes with drag-and-drop configuration and no custom coding needed.
Eliminate manual data entry by routing parsed Docparser data directly into Contacts records.
Keep data synchronized across Docparser, GHL, and your CRM with reliable, repeatable automations.
This glossary covers endpoints, resources, authentication, triggers and actions used in this Docparser to GHL integration.
A unique URL path that represents a specific operation on the API.
GET, POST, PUT, DELETE indicate the action to perform on a resource.
A data object such as contact, note, or task that can be accessed or modified via endpoints.
An event that starts a workflow or automation in the integration.
When Docparser extracts key fields, automatically create a new contact in the Contacts API with mapped values.
If Docparser results update, push changes to existing contacts, updating notes or tags as needed.
Auto-create follow-up tasks in the Contacts API based on document content such as due dates or priorities.
Obtain and install credentials, then authorize both Docparser and the Zapier App Connector to access the Contacts API.
Select the endpoints you will use and map fields from Docparser to the corresponding Contacts fields.
Run a test to verify data flow, resolve any mapping issues, and enable the automation.
The Docparser to GHL connection lets you move data parsed from documents into your Contacts API records via the Zapier App Connector without custom coding. You can choose endpoints to create or update contacts and attach notes or tasks as needed. The setup is designed to be drag-and-drop and template-driven for non-developers. In practice, map Docparser fields such as name, email, company, and parsed metadata to the corresponding Contacts fields and trigger actions automatically.
You do not need to write code to implement this integration. The Zapier App Connector provides a no-code environment where you authenticate, map fields, and configure triggers and actions. If your team uses standard endpoints like POST /contacts/ and PUT /contacts/:contactId, you can complete setup with guided prompts and presets.
The most useful endpoints depend on your workflow. For creation, POST /contacts/ is essential; for updates, PUT /contacts/:contactId is key; for tasks and notes, POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes are commonly used. The GET endpoints can be leveraged for verification and lookups during testing.
Authentication is typically performed via an API token or OAuth 2.0 flow provided by GHL and exposed to the Zapier Connector. You will authorize the connector to access your Contacts API resources, then test the connection to ensure proper permissions and scope.
Yes. You can map parsed fields to custom fields in the Contacts API. In the field mapping step, align Docparser outputs with your CRM schema to ensure data lands in the right places and triggers behave as expected.
Yes. You can automate the creation of tasks or notes when documents are parsed. For example, if a contract is parsed with due date information, you can auto-create a follow-up task tied to the related contact.
A no-code workflow example is available: parse a document with Docparser, map name and email to a new Contact in the Contacts API, then create a follow-up task. This demonstrates end-to-end automation without writing code.
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Complete Operations Catalog - 126 Actions & Triggers
