Use your GHL API credentials to authorize requests to the Contacts API. This typically involves an API key or OAuth token, scoped to read and manage contacts, tasks, notes, and appointments.
In Zapier, create a protected connection for the Contacts API. Choose OAuth2 or API Key, then authorize access to the GHL account; exchange tokens securely.
The Contacts API exposes endpoints to retrieve, create, update, and delete contacts and their related data. Common use includes GET /contacts, GET /contacts/:contactId, POST /contacts, PUT /contacts/:contactId, and DELETE /contacts/:contactId, plus related endpoints for tasks, notes, and appointments.
Trigger: Poll and sync a contact’s basic info via GET /contacts/:contactId and related tasks via GET /contacts/:contactId/tasks to keep milestones up to date.
Actions: Create or update tasks with POST /contacts/:contactId/tasks and update task status with PUT /contacts/:contactId/tasks/:taskId, aligning progress in Zapier.
Key methods used: GET for retrieval; POST for creation; PUT for updates on contacts and tasks.
Key fields: contactId, taskId, status, dueDate, subject
Trigger: Poll notes via GET /contacts/:contactId/notes and appointments via GET /contacts/:contactId/appointments to surface activities.
Actions: Create notes with POST /contacts/:contactId/notes; schedule or update appointments with POST /contacts/:contactId/appointments or PUT for changes.
Methods: GET, POST, PUT to manage notes and appointments.
Key fields: contactId, noteId, appointmentId
Trigger: Apply or modify tags via POST /contacts/:contactId/tags to segment audiences.
Actions: Add tags, remove tags, and map tags to Zapier fields using PUT /contacts/:contactId/tags as needed.
Methods: POST and PUT for tag management.
Key fields: contactId, tagNames
Automate data flow between GHL and other apps without writing code.
Create multi-step workflows with triggers and actions across platforms.
Ensure consistent data mapping and real-time updates across systems.
Understand endpoints, triggers, actions, methods, and data fields used when integrating the Contacts API with Zapier App Connector.
A person in your GHL Contacts database, including related tasks, notes, appointments, and tags.
A free-form text entry attached to a contact to capture details or history.
An activity assigned to a contact, such as a call, meeting, or follow-up, with status and due date.
A label that groups contacts for segmentation and targeted workflows.
Automatically create welcome tasks and notes when a new contact is added, and assign a kickoff appointment.
Tag contacts based on activity and route them to targeted campaigns via Zapier.
Create notes and tasks when a support ticket is opened in another system.
Obtain your GHL API key or OAuth tokens and set up a new connection in Zapier App Connector.
Choose the endpoints you need (e.g., GET /contacts, GET /contacts/:contactId) and map fields to Zapier.
Run tests, verify data flow, and activate your Zap.
The Contacts API provides endpoints to retrieve and manage contacts (GET /contacts, GET /contacts/:contactId, POST /contacts, PUT /contacts/:contactId, DELETE /contacts/:contactId) as well as related resources like tasks, notes, and appointments. This enables you to build automations that respond to contact changes and pull related data when needed.
Authentication uses an API key or OAuth token. Securely store credentials and configure Zapier to use the chosen method for API requests. Follow the GHL developer docs for token handling and rotation.
Yes. You can create and update contacts from Zapier by sending requests to POST /contacts and PUT /contacts/:contactId. Zapier can map fields and perform upserts to keep data synchronized across systems.
Task-related endpoints include GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and DELETE /contacts/:contactId/tasks/:taskId. These enable task management within automations.
Field mapping is configured in Zapier’s UI by selecting source fields from GHL and mapping them to target fields in the connected app. Use consistent names and data types to avoid mapping issues.
Notes and appointments are available at GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments. You can create notes with POST /contacts/:contactId/notes and manage appointments with POST or PUT as needed.
Tagging is supported through POST /contacts/:contactId/tags to add labels to contacts. Manage tags in Zapier by mapping tag fields and applying updates with PUT as required.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
