Access to the Contacts API uses OAuth 2.0 with a defined scope of contacts.readonly. In your GHL developer console, create a client for Endorsal and grant read access to contact records so Endorsal can retrieve data and respond to webhooks.
In Zapier, select the new Contacts API connection when wiring Endorsal workflows. Authenticate with the GHL account, then securely map credentials to ensure only necessary scopes are granted. No code changes are required.
GET /contacts/:contactId — Retrieve a single contact GET /contacts/:contactId/tasks — List tasks for a contact GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task GET /contacts/:contactId/notes — List notes for a contact GET /contacts/:contactId/notes/:id — Retrieve a specific note GET /contacts/:contactId/appointments — List appointments for a contact GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts for a business POST /contacts/ — Create a new contact PUT /contacts/:contactId — Update a contact DELETE /contacts/:contactId — Delete a contact POST /contacts/:contactId/tasks — Create a task for a contact PUT /contacts/:contactId/tasks/:taskId — Update a task PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task completed DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Tag a contact
Trigger: when a contact is created or updated in Endorsal, push the change to the Contacts API to keep your CRM up to date.
Actions: create or update a contact, attach notes, and create tasks from Endorsal data.
POST /contacts/ or PUT /contacts/:contactId
Mapping: contactId, email, firstName, lastName, phone, ownerId
Trigger: note or task events in Endorsal to reflect in GHL.
Actions: create notes, update tasks, and attach relevant metadata.
POST /contacts/:contactId/notes; POST /contacts/:contactId/tasks
contactId, noteId, taskId, content, dueDate
Trigger: calendar events in Endorsal update the related contact’s appointment data in GHL.
Actions: synchronize appointments (GET/POST/PUT) and update status as needed.
GET /contacts/:contactId/appointments; PUT /contacts/:contactId/appointments/:appointmentId
contactId, appointmentId, date, status
Code-free setup enables fast rollout of contact, task, and note synchronization between Endorsal and GHL.
Visual Zapier workflows let you design automations without writing code, improving accuracy and speed.
Bi-directional data flow with mapped fields keeps records consistent across apps.
Key elements include endpoints, authentication, data mappings, triggers, and actions. Processes cover setup, error handling, rate limits, and testing to ensure reliable integrations.
Application Programming Interface: a set of rules that allows software applications to communicate with each other.
A specific URL in an API that performs a defined function.
An HTTP callback that delivers event data in real time to a configured URL.
OAuth 2.0 is a standard for delegated authorization using access tokens.
Automatically create and update client records in GHL when new Endorsal leads enroll in your intake flow.
Bring notes, tasks, and appointments together in a single contact record across Endorsal and GHL.
Route activities between apps based on tags/status to automate follow-ups.
Create a GHL API client for Endorsal and authorize access to Contacts API with the necessary scope.
Map Endorsal fields to Contacts API fields to ensure accurate syncing of people, notes, and tasks.
Run end-to-end tests and enable automated workflows in Zapier.
Yes. A developer account is required to create and manage API clients for GHL, including granting the necessary scopes to Endorsal. After setup, Endorsal can securely access Contacts data through OAuth 2.0. Regularly review permissions to keep data access minimal and secure. If you run into permission errors, verify the client is granted the correct scopes (e.g., contacts.readonly) and that the endpoint you’re calling matches the granted scope.
The primary endpoints cover retrieving and managing contacts, their notes, tasks, and appointments. Examples include GET /contacts/:contactId, POST /contacts/, GET /contacts/:contactId/tasks, and POST /contacts/:contactId/notes. For a full list, see the Endpoint List section. The Zapier connector can orchestrate calls to these endpoints based on the triggers you set up in Endorsal workflows.
Authentication is done via OAuth 2.0. You’ll create a GHL API client, authorize Endorsal to access Contacts with the required scope, and then select that connection in Zapier. Tokens are refreshed automatically according to the OAuth flow. If access is revoked, re-authenticate through the Zapier connection settings to restore access.
Yes. You can map fields from Endorsal (like lead name, contact email, notes, and tasks) to corresponding fields in the Contacts API. Use Zapier’s built-in mapping to ensure values align (e.g., email to email, notes to notes). Some fields may require transformation or formatting to fit the API’s expectations; implement simple format rules within your Zapier workflow where needed.
Zapier and the GHL API enforce rate limits. Plan your automation to avoid bursts that exceed limits, and consider batching updates where possible. If you hit a limit, implement exponential backoff and retry logic in your Zapier workflows to maintain reliability without overloading the API.
Yes, bidirectional syncing is possible but depends on permission and endpoint support. You can push Endorsal data to GHL (contacts, notes, tasks) and pull updates back into Endorsal. Always design mappings to prevent data conflicts by implementing status fields and timestamps to determine the authoritative source for each record.
When an API endpoint returns an error, review the HTTP status and error message. Typical actions are to retry with backoff, verify authentication, check required fields, and ensure the endpoint path is correct. Implement robust error handling in your Zapier workflows to surface actionable error descriptions and prevent data loss.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
