Use OAuth 2.0 tokens or API keys provided by your GHL account. Ensure scope is set to contacts.readonly by default and securely store tokens in Zapier.
Zapier uses OAuth 2.0 with your GHL account, or a configured app connection. Set up a secure app connection in Zapier’s dashboard and refresh tokens as needed.
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}; contacts.write; 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: New contact created in GHL; Path: GET /contacts/{contactId}; Key fields: contactId, name, email.
Actions: Create or update a contact in Epson Connect; associate tasks and notes as needed.
GET /contacts/{contactId}
contactId, name, email, phone, company
Trigger: New task created for a contact; Path: POST /contacts/{contactId}/tasks; Key fields: contactId, taskId, title, dueDate, status.
Actions: Create or update tasks in Epson Connect; update completion status as needed.
POST /contacts/{contactId}/tasks
contactId, taskId, title, dueDate, status
Trigger: New note added for a contact; Path: GET /contacts/{contactId}/notes; Key fields: contactId, noteId, content, createdDate.
Actions: Create notes in Epson Connect; attach files if supported.
GET /contacts/{contactId}/notes
contactId, noteId, content, createdDate
Automate data flows without writing code, saving time and reducing manual entry.
Real-time or near-real-time data sync between GHL Contacts and Epson Connect to keep records current.
Simple, visual workflows with triggers and actions in Zapier for scalable automation.
Key elements include endpoints, triggers, actions, and data fields. Understanding these helps build robust no-code integrations.
OAuth 2.0 is the standard authorization protocol used to grant access to GHL data without sharing passwords.
A URL path that exposes a specific function in the GHL API, such as retrieving a contact or creating a task.
A person in your GHL CRM whose data can include name, email, phone, notes, tasks, and appointments.
A method for real-time data delivery from GHL to Zapier when events occur, if supported.
Set up a Zap to create a corresponding Epson Connect contact when a new GHL contact is added, including name and email fields.
Sync completed tasks from GHL to Epson Connect to keep teams aligned.
Push notes from GHL to Epson Connect as activity logs with timestamps.
Create and test OAuth connections for both GHL and Zapier, ensuring access tokens are valid.
Define how contact fields map to Epson Connect fields (name, email, notes, tasks).
Create a test Zap and verify triggers, actions, and error handling.
You’ll typically need a GHL API key or OAuth tokens and a Zapier app connection. Start by authorizing your GHL account in Zapier, then select the Contacts API and the Epson Connect actions you want to automate.
Available endpoints include retrieving contacts, notes, tasks, and appointments. Use GET /contacts/{contactId}, GET /contacts/{contactId}/tasks, POST /contacts/{contactId/tasks}, and others to build your automation.
No advanced coding is required. The Zapier interface lets you map fields and configure triggers and actions with a few clicks.
Map fields one-to-one or transform data in Zapier to match Epson Connect’s required formats (name, email, notes, task titles, dates).
Rate limits depend on your GHL plan and the Zapier plan. Implement retry logic and backoff in your Zap to handle throttling.
Yes. Webhooks can push updates from GHL to Zapier if supported by the API and your plan.
Refer to the API reference in your GHL developer docs and the Zapier app’s help resources for examples and best practices.
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Complete Operations Catalog - 126 Actions & Triggers
