The Contacts API uses scope based access. Request a readonly scope to read contact details, tasks, notes, and appointments. Use your API credentials to sign requests and manage tokens as needed.
eTermin authenticates with GHL via OAuth tokens and app credentials to securely call the Contacts API. Store tokens securely and renew before expiry.
Endpoints include: 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, and write operations: 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: a GET request to /contacts/:contactId returns the contact details along with linked tasks, notes, and appointments if requested.
Actions: pull the contact data, then optionally fetch tasks and notes to enrich your CRM view.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, status
Trigger: POST /contacts/ creates a new contact with provided data.
Actions: create contact, then optionally add initial tasks or notes.
POST /contacts/
Required fields: name and at least one contact method (email or phone).
Trigger: PUT /contacts/:contactId updates fields on an existing contact.
Actions: update profile fields, then sync related data like tasks and notes.
PUT /contacts/:contactId
Fields that can be updated: name, email, phone, notes, tags.
Automate data flow between contacts, tasks, notes, and appointments without custom code.
Leverage Zapier App Connector to trigger workflows across apps instantly.
Faster onboarding and better data accuracy with centralized CRM.
A quick glossary of terms and the processes used in this integration, including endpoints, resources, triggers, and actions.
API stands for Application Programming Interface. It lets two applications talk to each other in a standardized way.
The process of verifying identity and obtaining access to the API, usually via keys, tokens, or OAuth.
A specific URL in the API that performs a function, such as retrieving a contact or updating a task.
A mechanism for receiving real-time updates from an API when data changes.
Use new contact creation to kick off welcome tasks and notes in eTermin.
Automatically create reminders in eTermin when a contact’s tasks are updated in GHL.
Use tags to route contacts to different teams in eTermin for tailored workflows.
Register your app in GHL and obtain client credentials and required scopes.
Select and map endpoints you will use, keeping scope as readonly where possible.
Run tests, verify data flow in Zapier, and monitor for any issues.
The Contacts API provides read endpoints such as GET /contacts/:contactId to retrieve a contact, and related read endpoints for tasks, notes, and appointments. You can also use GET /contacts/ to list contacts. For creating or updating data, write endpoints exist but may require higher privileges. Ensure your token has the appropriate scope and permissions. From a practical perspective, start with reading a contact to verify connectivity before moving to create or update calls.
If your integration only requires reading data, the readonly scope is sufficient and recommended. Write access is required for creating or updating contacts, tasks, or notes. Consult your GHL admin to apply broader scopes if your workflow demands it, and ensure your app securely stores credentials and tokens.
Authentication uses OAuth with client credentials to obtain access tokens for GHL. eTermin will use these tokens to authorize calls to the Contacts API. Keep tokens secure, refresh before expiry, and implement token revocation if needed. The scope should match the actions you intend to perform (readonly for read-only tasks).
Yes. You can fetch a contact’s tasks and notes via GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes. You can combine these endpoints in a single flow to enrich your contact records with related data.
Best practices include using id-based matching, avoiding duplicate creates, and using batch or sequential calls where supported. Consider event-driven triggers for real-time updates and map fields consistently between GHL and eTermin to maintain data integrity.
Testing can be done via Zapier test actions or direct API calls. Validate response codes, data structure, and field mappings. Monitor logs for authentication errors or permission issues and iterate until the flow is reliable.
Required fields for creating a contact typically include name and at least one contact method such as email or phone. Depending on your GHL configuration, additional fields like company or tags may be optional but helpful for routing and segmentation.
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Complete Operations Catalog - 126 Actions & Triggers
