Authenticate using OAuth tokens with the Contacts API (scope: contacts.readonly). Follow best practices to protect credentials and rotate tokens regularly.
Authorize the Zapier App Connector to access your GHL account and verify permissions before enabling automations.
The Contacts API exposes 17 endpoints for reading and managing contacts, tasks, notes, appointments, and related data. Examples include retrieving a contact, listing tasks, creating a contact, updating tasks, and tagging records.
Trigger: Retrieve a contact by ID with GET /contacts/:contactId to pull up full details, tasks, notes, and appointments for a complete profile.
Actions: fetch contact details, list tasks, fetch notes, and pull appointments to build a holistic record.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, lastActivity
Trigger: Create or update a contact with POST /contacts/ and PUT /contacts/:contactId.
Actions: create or update contact, create tasks, update tags for organization.
POST /contacts/; PUT /contacts/:contactId
Key fields: contactId, businessId, tags, status
Trigger: Create tasks and fetch notes to reflect changes across systems.
Actions: create tasks, fetch notes, update task status and completion.
POST /contacts/:contactId/tasks; GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId, dueDate
Automate cross-app data flows without writing code.
Reduce manual data entry and keep contact records up to date across systems.
Build scalable workflows that respond to contact changes in real time.
Learn the core elements: API endpoints, authentication flows, data fields, and common processes used when integrating GHL with Zapier App Connector.
An Application Programming Interface that defines how software components communicate and share data.
A token-based authorization standard used to grant access securely without sharing passwords.
A specific URL in an API that performs an action and returns data.
The data sent with an API request, typically formatted as JSON.
Aggregate contact activity from GHL, tasks, notes, and events into a single activity stream in your dashboard.
Automatically create or update a customer profile in your CRM when a new action occurs in GHL.
Send actionable alerts to teams when contact status changes or tasks are due.
In Zapier, select the Contacts API and authorize access to your GHL account.
Choose which contact fields to sync (name, email, phone) and set up related entities like tasks and notes.
Run tests, verify data integrity, and enable automations.
Answer: To authenticate, request OAuth access for your GHL account targeting the Contacts API, then configure the connection in Zapier with the obtained token. Use the provided scope (contacts.readonly) to limit permissions to viewing data. Verify that your integration only accesses data you need. Paragraph two: Store tokens securely, rotate credentials periodically, and follow your organization’s security policies. Monitor access and implement least-privilege roles for all connected apps.
Answer: The endpoints cover reading and writing contacts, tasks, notes, and related data. Common endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/, and PUT /contacts/:contactId. Use GET for reads, POST/PUT for creates and updates, and DELETE when needed. Paragraph two: Always validate input data and handle error responses gracefully in your Zapier workflows.
Answer: Yes. You can automate creation of tasks when a contact is created or updated, and keep notes synchronized across systems. Paragraph two: Build multi-step zaps to trigger on contact changes and propagate the updates to your project management and notes apps.
Answer: No coding is required. Zapier provides a no-code builder to connect the GHL Contacts API with triggers and actions. Paragraph two: You can customize data mappings, test connections, and deploy automations without writing code.
Answer: Required fields vary by endpoint. For creating a contact you typically provide name and contact details; updates require contactId. Paragraph two: Include essential fields like email and phone where available, and map them to the corresponding GHL fields.
Answer: The integration uses OAuth for secure access, token-based authentication, and restricted scopes. Paragraph two: Follow best practices for secret management, monitor token usage, and implement access controls in Zapier.
Answer: Use Zapier’s built-in test feature to run a test pull or push, review the data, and confirm mappings. Paragraph two: Validate against a staging GHL account and repeat tests after changes to workflows.
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Complete Operations Catalog - 126 Actions & Triggers
