Use OAuth 2.0 or an API key for the Contacts API. The required scope shown in your setup is contacts.readonly which governs read access to contacts tasks notes and appointments. Store credentials securely and rotate them regularly.
Configure OAuth 2.0 or API key within the Zapier App Connector settings. Use the same client IDs and secrets you set up for the Contacts API and ensure the redirect URI matches your Zapier app configuration.
Primary endpoints include: 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; write and mutate endpoints include: 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 on contact access or on a scheduled interval to pull the latest data using GET endpoints for contacts tasks and notes.
Actions update your local CRM with contact details and related tasks notes; you can also create new tasks via POST /contacts/:contactId/tasks and attach notes.
GET /contacts/:contactId GET /contacts/:contactId/tasks GET /contacts/:contactId/notes
contactId taskId noteId
Trigger when a new contact is created in your app or an existing contact is updated.
Actions create or update the corresponding contact in Contacts API and optionally create initial tasks or notes.
POST /contacts/ PUT /contacts/:contactId POST /contacts/:contactId/tasks
contactId businessId
Trigger when tasks or notes are updated in either system via PUT or POST requests.
Actions mirror updates in the other system including task status due dates and note content; manage tags via POST /contacts/:contactId/tags.
PUT /contacts/:contactId/tasks/:taskId PUT /contacts/:contactId/tasks/:taskId/completed DELETE /contacts/:contactId/tasks/:taskId POST /contacts/:contactId/tags
taskId contactId
Automate data flow between the Contacts API and your apps without writing code.
Leverage ready to use triggers and actions to manage contacts tasks notes and appointments across systems.
Rapidly prototype workflows and scale automations with drag and drop building blocks.
Key data elements include Contact Task Note and Appointment; Key processes include Create Read Update Delete and event triggers; Endpoints cover CRUD and retrieval operations.
A person or organization stored in the Contacts API identified by contactId and linked to tasks notes and appointments.
A text entry associated with a contact stored under the notes endpoints.
A unit of work assigned to a contact with status and due date accessible via the tasks endpoints.
A specific API route used to access or modify data such as GET /contacts/:contactId or POST /contacts/.
Trigger on a new contact in your app then create the contact in Contacts API and automatically schedule a follow up task.
Push notes into the contact history to centralize customer context across platforms.
Keep tasks in sync across systems so updates pass through instantly.
Create API keys or OAuth credentials for both sides and set the proper redirect URIs.
Use sample GET and POST requests to verify connections to /contacts and related endpoints.
Create a Zap that reads a contact and creates a task then test for data integrity.
No code is required to start using the Contacts API with the Zapier App Connector. The platform provides ready to use triggers and actions that map to common workflows. If you need deeper customization you can still extend with Webhooks or API calls as needed. For advanced scenarios ensure your OAuth or API key credentials are secure and rotated regularly and that the scopes match the data you intend to access.
Most common setups are no code using Zapier. If you need custom logic you can add conditional logic and filters within Zapier or use Webhooks to call additional endpoints. Coding is optional but not required for standard workflows.
Typical workflows rely on GET endpoints to read data such as contacts tasks notes and appointments plus POST PUT and DELETE for creating and updating records. The essential endpoints include GET /contacts/:contactId and POST /contacts for creation along with related task and note endpoints.
Security is maintained via standard authentication methods such as OAuth 2.0 or API keys. Use secure storage rotate credentials regularly and limit scopes to the minimum required. Zapier also provides secure handling of credentials within apps.
Yes. You can create tasks and notes through the connector using POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes endpoints and then reflect those changes in your downstream systems.
The API exposes core data such as contactId name email and associated tasks notes appointments tags and business associations. Endpoints cover CRUD operations for contacts tasks notes and tags plus endpoints to fetch related business data.
End points can be tested directly in your API client or via Zapier test actions. Start with GET /contacts to confirm connectivity then move to POST and PUT actions to validate create and update flows.
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Complete Operations Catalog - 126 Actions & Triggers
