Authenticate via OAuth 2.0 with the required scope (contacts.readonly by default). Store tokens securely and refresh as needed to maintain a seamless connection.
In Zapier, create a new connection to the GHL Contacts API, selecting the Contacts API resource and authorizing access with the appropriate permissions for your workflows.
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: When a contact is created or updated in GHL, start a Zap to sync data or trigger downstream actions.
Actions: Retrieve contact data (GET /contacts/:contactId) and push to App Connector; optionally update tags or notes in GHL.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: New or updated task for a contact in GHL.
Actions: Create or update a corresponding task in the App Connector; maintain linkage to the parent contact.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, dueDate, status
Trigger: New notes or appointment changes on a contact.
Actions: Create notes and/or appointments in the App Connector; attach to the related contact.
GET /contacts/:contactId/appointments
Key fields: contactId, appointmentId, dateTime, subject
Build powerful automations without writing code by combining GHL API endpoints with Zapier App Connector actions and triggers.
Bi-directional data sync keeps contacts, tasks, notes, and appointments up to date across platforms.
Use templated workflows and reusable endpoints to accelerate deployments and testing.
Elements include endpoints, triggers, actions, methods, and key data fields that power your integrations.
A person in your CRM with associated data such as name, email, phone, notes, and related tasks or appointments.
A specific API route for a resource, such as GET /contacts/:contactId.
A mechanism for real-time notifications triggered by events in an external system.
The process of proving identity and granting access (OAuth, API keys) to an API.
Set up a Zap to auto-tag new contacts with a segment like ‘New Lead’ and route them to a nurture sequence in your CRM.
When a task becomes due in GHL, automatically create or update a card in your project management tool from Zapier.
Push reminders as notes or calendar events to keep teams aligned on upcoming appointments.
Obtain OAuth client credentials from GHL and configure the App Connector with the proper redirect and scopes.
Create a new connection in Zapier App Connector and authorize access to the Contacts API for your selected workflows.
Choose triggers (e.g., contact created) and actions (e.g., create a task) to automate your processes.
Security is built on OAuth 2.0 tokens and encrypted connections. Your tokens are stored securely and refreshed automatically to maintain uninterrupted access. Always use the minimum required scopes to reduce risk and tighten permissions as needed. For enterprise setups, consider IP allowlisting and rotating credentials on a regular schedule to further mitigate exposure.
Typical required permissions include read access to contacts, notes, tasks, and appointments. If you need to create or update data, include write permissions for the relevant resources. Always adhere to the principle of least privilege and request only the scopes your workflows require. Documented scopes and proper token management help prevent unauthorized access and ensure compliance with your security policies.
Real-time syncing can be achieved with webhooks or event-driven triggers where supported. If not available, implement polling intervals that balance freshness with API usage limits. Test end-to-end to ensure updates propagate correctly between GHL and the App Connector.
No deep coding is required. Use the App Connector’s UI to configure triggers and actions, and rely on templated workflows. Basic understanding of API concepts helps, but templates and guides are designed for non-developers as well.
A basic sync typically involves endpoints like GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. These cover core data while allowing you to extend with tasks and notes as needed. Start with read-only endpoints to validate connectivity before enabling write operations in production workflows.
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Complete Operations Catalog - 126 Actions & Triggers
