Use OAuth credentials or an API key to authorize requests to the Contacts API. Request the scope ‘contacts.readonly’ to securely access contact data and associated resources like tasks and notes.
Configure Zapier to authenticate with GHL using OAuth client credentials, set the correct scopes, and test connections before automation.
– 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 – 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 fetch to pull related tasks and notes for richer workflows.
Actions include GET requests for contact, tasks, and notes, plus creating or updating tasks and notes with POST/PUT endpoints.
GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
contactId, taskId, noteId, name, email
Trigger on contact updates to sync task status and notes across apps.
PUT /contacts/:contactId to update, POST /contacts/:contactId/tasks to add tasks, PUT /contacts/:contactId/tasks/:taskId to update task status
PUT /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
contactId, taskId
Trigger when new contacts are created in GHL to seed notes and tasks in Zapier.
POST /contacts/ to create, POST /contacts/:contactId/notes to add notes, POST /contacts/:contactId/tasks to create tasks
POST /contacts/, POST /contacts/:contactId/notes, POST /contacts/:contactId/tasks
contactId, name, email, noteId, taskId
Automate repetitive contact workflows without writing a line of code.
Achieve bi-directional data sync between GHL and Zapier to keep records up to date.
Scale processes quickly with ready-made actions and triggers for teams.
Key elements include endpoints, authentication, triggers, actions, data mapping, and error handling. Processes cover connect, test, deploy, and monitor.
A set of exposed endpoints that allow apps to talk to GHL securely and efficiently.
OAuth is an open standard for access delegation used to authorize apps without sharing passwords.
A real-time notification mechanism that pushes data from GHL to connected apps.
The data body sent with an API request or returned in a response.
Automatically enrich new contacts by pulling in notes and tasks from GHL to build richer records in Zapier.
Route new contacts to team members based on notes and tasks data to automate handoffs.
Build live dashboards showing contact status, upcoming tasks, and notes using Zapier webhooks.
Obtain OAuth credentials, configure scopes, and test the connection from Zapier.
In Zapier, select the GHL Contacts API app and authorize the connection to your GHL account.
Create sample workflows, run tests, monitor logs, and deploy to production.
The Contacts API provides access to contact data, tasks, notes, appointments, and related resources. It enables programmatic read and write operations to manage CRM data. Use GET endpoints to fetch data and POST/PUT/DELETE for updates.
To authenticate, configure OAuth 2.0 in your Zapier app and request the required scopes (for example, contacts.readonly). Zapier will handle token refreshes automatically, ensuring secure connections.
Available endpoints include reading a specific contact, its tasks, notes, and updating or creating items. See the ENDPOINTLIST for a complete overview and use test runs to verify integrations.
Yes. You can create new contacts with POST /contacts/ and add tasks or notes with POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes. Update operations use PUT, and removal uses DELETE.
Use Zapier’s test feature and sandbox accounts to validate triggers and actions. Review API responses, monitor logs, and retry with backoff if needed.
Store credentials securely, rotate secrets periodically, and use least-privilege scopes. Prefer OAuth over API keys where possible, and enable token refresh handling in Zapier.
Refer to rate limits, pagination, and error codes in the API docs. Implement exponential backoff and retry strategies for transient errors.
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Complete Operations Catalog - 126 Actions & Triggers
