Obtain an access token with the appropriate scope (for example, scope: contacts.readonly) to grant Zapier App Connector permission to read contact data.
Set up OAuth or API keys in the Zapier App Connector to securely access the GHL Contacts API.
– GET /contacts/:contactId\n- GET /contacts/:contactId/tasks\n- GET /contacts/:contactId/tasks/:taskId\n- GET /contacts/:contactId/notes\n- GET /contacts/:contactId/notes/:id\n- GET /contacts/:contactId/appointments\n- GET /contacts/\n- GET /contacts/business/:businessId\n- contacts.write\n- POST /contacts/\n- PUT /contacts/:contactId\n- DELETE /contacts/:contactId\n- POST /contacts/:contactId/tasks\n- PUT /contacts/:contactId/tasks/:taskId\n- PUT /contacts/:contactId/tasks/:taskId/completed\n- DELETE /contacts/:contactId/tasks/:taskId\n- POST /contacts/:contactId/tags
Trigger when a contact is created or updated to synchronize data in real time.
Actions include GET /contacts/:contactId and GET /contacts/:contactId/tasks to pull current details and related tasks.
GET /contacts/:contactId
contactId; included fields: name, email, phone, status
Trigger when notes or appointments are added or updated for a contact.
Actions include GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments.
GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
contactId
Trigger when form submissions occur to auto-create new contacts in GHL.
Actions include POST /contacts/ to create a contact and POST /contacts/:contactId/tasks to assign onboarding tasks.
POST /contacts/; POST /contacts/:contactId/tasks
name, email, source
Automate CRM tasks without writing code.
Create multi-step workflows with triggers, actions, and conditions.
Easily map data between the Contacts API and your apps using simple field mappings.
Definitions of common terms used in this integration, including GHL API, App Connector, triggers, actions, endpoints, and data mapping.
The REST API provided by GHL for reading and writing contact data, with endpoints such as /contacts and related resources. Access may be read-only depending on scope.
Notes are remarks tied to a contact, retrievable via GET /contacts/:contactId/notes.
Tasks are to-do items linked to a contact, retrievable via GET /contacts/:contactId/tasks.
Appointments are calendar events associated with a contact, retrievable via GET /contacts/:contactId/appointments.
Capture leads from web forms and instantly create contacts in GHL, then trigger onboarding tasks.
As deals progress, update contact fields and assign tasks.
Attach notes and schedule appointments when certain triggers fire.
Obtain API credentials for GHL and configure OAuth for Zapier App Connector.
Select endpoints, like GET /contacts/:contactId, and map fields to Zapier fields.
Run test requests, validate responses, then enable automation.
No coding is required. The Zapier App Connector provides triggers and actions to automate tasks. You can connect to GHL Contacts API and configure simple or multi-step workflows.
Read-only scope means you can retrieve contact data and associated resources like tasks, notes, and appointments. Write endpoints require additional permissions.
Yes, you can create or update contacts via POST and PUT endpoints, subject to API permissions and rate limits.
All data transfers use encryption in transit and at rest. OAuth tokens can be rotated and stored securely.
The connector implements retry logic and respects API rate limits. Use exponential backoff and monitor error responses.
Yes. You can fetch notes and appointments for a given contact using the relevant endpoints.
Data is stored only as long as the workflow runs and is not retained unless you choose to log it in your apps.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
