Access to the Contacts API is secured with API credentials. Include your Bearer token in the Authorization header and request the scope defined for your integration (for example: contacts.readonly). Use standard OAuth 2.0 or token-based auth as provided by the API.
In Zapier App Connector, configure OAuth 2.0 credentials for the Contacts API and securely store client ID, client secret, and refresh tokens. Re-authenticate as needed to maintain a live connection.
– GET /contacts/:contactId — Retrieve a contact – GET /contacts/:contactId/tasks — List tasks for a contact – GET /contacts/:contactId/tasks/:taskId — Retrieve a task for a contact – GET /contacts/:contactId/notes — List notes for a contact – GET /contacts/:contactId/notes/:id — Retrieve a single note for a contact – GET /contacts/:contactId/appointments — Retrieve appointments for a contact – GET /contacts/ — List all contacts – GET /contacts/business/:businessId — List contacts by business – API permission: contacts.write – POST /contacts/ — Create a new contact – PUT /contacts/:contactId — Update a contact – DELETE /contacts/:contactId — Delete a contact – POST /contacts/:contactId/tasks — Create a new task for a contact – PUT /contacts/:contactId/tasks/:taskId — Update a task – PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed – DELETE /contacts/:contactId/tasks/:taskId — Delete a task – POST /contacts/:contactId/tags — Add or update tags for a contact
Trigger: New or updated contact in Contacts API starts a Zap in Zapier App Connector.
Actions: Create or update the corresponding contact in the destination app, attach notes, and optionally create related tasks.
GET /contacts/:contactId
contactId, email, firstName, lastName
Trigger: Updated contact data in Zapier triggers a sync to Contacts API.
Actions: Use PUT /contacts/:contactId to update fields, optionally update notes or tags.
PUT /contacts/:contactId
contactId, email
Trigger: New task created in Zapier for a contact.
Actions: Create a task in Contacts API with POST /contacts/:contactId/tasks, and set due dates or status as needed.
POST /contacts/:contactId/tasks
contactId, taskId, taskName
No-code automation lets teams connect data between Apps without writing code, saving time and reducing errors.
Centralized data flow from Contacts API to your CRMs, helpdesk, or marketing tools through Zapier workflows.
Scalability: automations grow with your business as you add new endpoints and actions.
This section defines core concepts and processes to help you implement integrations smoothly.
An application programming interface that allows different software to communicate programmatically.
The process of verifying identity and permissions before granting access to an API.
A specific URL path in an API that performs an action or returns data.
A callback mechanism where an API sends data to a specified URL when an event occurs.
Automatically create or update a contact in Contacts API when a DocSend event occurs, then log activity in your CRM.
Push contact notes into your notes system and create follow-up tasks based on DocSend interactions.
Batch update contacts and generate reports by pulling data from Contacts API via Zapier in scheduled steps.
Set up OAuth 2.0 credentials in Zapier App Connector and authorize access to Contacts API.
Choose endpoints (GET/POST) and create triggers in Zapier to start automations.
Test each workflow thoroughly and enable in production when verified.
Authentication typically uses OAuth 2.0 with scoped access. You will obtain an access token to include in the Authorization header for each request. Ensure your token has at least read permissions for contacts data. If you need to refresh tokens, use the refresh flow provided by the API. In Zapier, you will configure OAuth in the app settings and re-authenticate as needed.
The Contacts API exposes endpoints to read and manage contacts, tasks, notes, and appointments. You can create, update, delete, and fetch lists as needed. Use GET for reads, POST to create, PUT to update, and DELETE to remove resources. You can also query by contactId or businessId to narrow results.
Yes. You can push notes and tasks from Zapier into the Contacts API and link them to specific contacts. This enables unified activity tracking across your CRM and helpdesk systems.
Zapier App Connector uses secure OAuth tokens and encrypted connections. Tokens are stored securely and refreshed automatically as needed. You can audit access in the app dashboard and revoke access at any time.
No coding is required for standard automations. Use Zapier triggers and actions to connect the Contacts API endpoints with your favorite apps. For complex logic, you can add filters, delays, and multi-step paths within Zapier.
Test each step individually using Zapier’s built-in testing tools and by calling the API endpoints directly. Validate authentication, data mapping, and error handling before turning on the workflow.
API rate limits and quotas depend on your plan. Check the API docs for current limits and implement retries with exponential backoff to handle temporary throttling.
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Complete Operations Catalog - 126 Actions & Triggers
