Authenticate requests to the Contacts API using the provided credentials with the scope ‘contacts.readonly’ to securely fetch contact data, tasks, notes, and more.
Connect the Zapier App Connector to your GHL account by following the OAuth flow or API key method supported by Zapier, granting scoped access to Contacts data.
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 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 contact PUT /contacts/:contactId — Update a contact DELETE /contacts/:contactId — Delete a contact POST /contacts/:contactId/tasks — Create a new task for a contact PUT /contacts/:contactId/tasks/:taskId — Update a task PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task complete DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact Permissions: read operations use the scope ‘contacts.readonly’; write operations require ‘contacts.write’.
Trigger: When a contact is created or updated, fetch core profile data and related tasks to kick off a unified workflow.
Actions: GET /contacts/:contactId to pull profile; GET /contacts/:contactId/tasks to pull tasks; update related records in Zapier as needed.
GET /contacts/:contactId
Required: contactId; Optional: name, email, phone, status
Trigger: New or updated notes or appointments for a contact trigger downstream actions.
Actions: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments; aggregate data for dashboards or follow-up tasks.
GET /contacts/:contactId/notes
Required: contactId; Optional: noteId, appointmentId
Trigger: Tag changes on a contact to refine segments and automations.
Actions: POST /contacts/:contactId/tags to add tags; PUT /contacts/:contactId to update tag-related fields.
POST /contacts/:contactId/tags
Required: contactId; tagName or tagId
Automate repetitive contact updates without writing a single line of code.
Synchronize data across apps in real time for accurate, up-to-date records.
Build centralized workflows that save time and boost team efficiency.
Understand the components: endpoints, triggers, actions, authentication, and data fields used to connect GHL with Zapier App Connector.
Application Programming Interface that enables applications to communicate and share data.
A specific URL path in an API that performs a defined action.
A secure authorization framework allowing apps to access data with user consent.
A method for real-time data push from an API to another app.
Trigger: contact update; Action: create or update a related task in Zapier to keep work items in sync.
Aggregate notes across systems into a single digest delivered to your team daily.
Use tag changes to trigger audience updates, campaign enrollments, and smarter routing.
Obtain your API key or OAuth credentials from the Contacts API and configure your Zapier App Connector to use them.
Connect the endpoints to triggers and actions, map fields between systems, and define data paths.
Run end-to-end tests, verify data accuracy, and switch the automation to live after successful validation.
Authentication uses a secure flow (OAuth or API key) to grant Zapier App Connector access to Contacts data. Start by creating a new connection in Zapier, selecting the Contacts API, and following the prompts to authorize. After authorization, test a simple read operation to confirm access. If your app requires write access, ensure the ‘contacts.write’ scope is granted and tested with a safe test contact. Keep credentials confidential and rotate keys regularly to maintain security and control over who can trigger automations.
For initial setup, start with GET /contacts/:contactId to fetch a sample profile, then add GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to build a simple workflow that demonstrates data flow. These endpoints provide core data for most onboarding scenarios and help validate field mapping between GHL and Zapier.
Write operations require the ‘contacts.write’ scope. Use this when creating or updating contacts, tasks, notes, or tags. Always test with non-production data to prevent unintended changes. Review permission scopes in both GHL and Zapier to ensure you only request what’s necessary for your automation.
Yes. You can fetch contact notes and appointments using GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments. These endpoints let you surface contextual information in your automations, dashboards, or customer records. Combine notes and appointments data to enrich contact profiles.
Map fields by configuring the Zapier action app to align GHL fields with your destination app fields (e.g., name, email, notes). Use neutral identifiers like contactId for linking records, and map derived fields (e.g., note summaries) to your analytics or CRM fields. Test multiple records to ensure mapping consistency.
No custom code is required for typical integrations. Zapier App Connector provides a no-code interface to connect endpoints, triggers, and actions. Some advanced scenarios may benefit from small scripting, but for most use cases, the built-in field mapping and conditional logic suffice.
Use the Zapier test harness to simulate triggers and actions. Start with a sandbox or test contact, verify data fidelity, and gradually promote the automation to production. Review logs if you encounter mismatches and adjust field mappings or endpoint selections accordingly.
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Complete Operations Catalog - 126 Actions & Triggers
